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Exponential Learning

The Team

Humans can absorb multiples more audio content than written. To that end, this podcast is for absorbing as much intelligence as possible as the catch-all for interesting articles, research reports, or podcast summaries. I hope you enjoy the knowledge as much as we do.

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  • 45 episodes
  • Avg 13 min
  • English

Episodes 45

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  • Today · 14 min

    What Has to Go Right: The Math Behind AI's Trillion-Dollar Bet

    Eric Flaningam (Timeless) published the most rigorous bull-case math on AI cap ex: clouds need ~$600B in third-party AI revenue by late 2027 and $1T+ by 2028 at 35% margins to earn their cost of capital. We steelman the piece — the depreciation treadmill,

  • Today · 15 min

    The Data Centre Is a Factory

    Hosking Partners' Q3 2026 letter, via MastersInvest: a London value manager beat global markets by 6.3% YTD owning almost none of the AI winners — and its diagnosis of the AI buildout is the sharpest we've read. Cap ex doubled to T (a railway-boom share o

  • Today · 15 min

    Three Bond Markets, Three Different Worlds

    Alpine Macro's Chen Zhao on the three macro stories that matter right now. (1) America: the bond selloff has likely crested — 10Y down 30+ bps to 5.1%, and the contrarian evidence (bearish crowd, 6% calls, Economist cover, heavy shorts) says yields topped

  • Today · 13 min

    One Customer, Many Checkbooks: The Economics of Defense Primes

    A sharp new essay — 'A Defense Primer: The Economics of Having One Customer' — argues defense investors keep making the same mistake: valuing a genuine military requirement as durable cash flow without checking which pipe the money flows through. Alex and

  • Yesterday · 11 min

    Six Weeks of Markets: The Signal Beneath the Noise

    Five weekly research decks, six weeks, one regime shift: from scarcity of growth (pay any price for AI earnings) to scarcity of affordable, durable growth (cash generation, financing strength, reasonable valuations). Alex and Jordan walk the five chapters

  • Saturday · 17 min

    Scout Motors: Who's Really Behind the Terra (and Will They Build It?)

    Eric put a deposit on the Scout Terra pickup and asked the two questions every reservation holder should ask: who's backing this company, and will they ever build the thing? Alex and Jordan dig in — Volkswagen's B bet, the B South Carolina factory at 90%,

  • Saturday · 17 min

    AI or Bust — Deep Dive

    Alex and Jordan go deep on Sonu Varghese's Carson Group piece 'It's All One Big Trade Now: AI or Bust': why hot inflation sent yields plunging, the AI credit stress (CoreWeave, Oracle, Meta CDS), the inflation supercycle vs the 1990s, concentration (42 st

  • Saturday · 18 min

    I Said I'd Worry. I'm Worried. — Deep Dive

    Alex and Jordan go deep on Eric Soda's latest Spilled Coffee investing update: the inflation puzzle (two hot reports, market barely flinched), year five of the bull market (seven-for-seven since 1950), the violent breadth thrust, CPI/PPI breakdowns, the 2

  • Saturday · 10 min

    BAE Systems on the Battlefield: A War Story for Investors

    Alex and Jordan narrate a fictional day of operations threaded end-to-end with BAE Systems products — Paladin and Archer artillery, Bradley and CV90 fighting vehicles, AMPVs, M777s, Type 26 frigates, Dreadnought and Astute submarines, Typhoon and the Temp

  • Saturday · 11 min

    Lockheed Martin on the Battlefield: A War Story for Investors

    Alex and Jordan narrate a fictional night operation threaded end-to-end with Lockheed Martin products — F-35s as quarterback, F-22s running the wall, HIMARS shoot-and-scoot, PrSM, JASSM-ER/LRASM, THAAD and PAC-3 MSE missile defense, Aegis at sea, HELIOS l

  • Saturday · 9 min

    Northrop Grumman on the Battlefield: A War Story for Investors

    A battlefield narrative for the layman investor: one night operation threaded with Northrop Grumman products — Global Hawk and Triton watchers, the E-2D Hawkeye nerve center, IBCS fusing air defenses into one organism, B-2 Spirits penetrating (with the B-

  • Saturday · 10 min

    L3Harris on the Battlefield: A War Story for Investors

    A battlefield narrative for the layman investor: one fictional night operation in the Western Pacific, threaded end to end with L3Harris products — SDA missile-tracking satellites, the EA-37B Compass Call jammer, Viper Shield and IDECM electronic warfare,

  • Saturday · 16 min

    Sector & Factor Weekly — Week of October 12

    For informational and educational purposes only; not financial advice. Alex and Jordan recap the week across all 11 sectors — health care, staples and energy led while tech plunged 7.2% — the biggest stock movers in each sector, and a historic factor rota

  • Saturday · 19 min

    Capital Markets Weekly — Week of October 12

    The AI trade unraveled while everything else rallied. Alex and Jordan break down a split week: Nasdaq down 4.5% on AI financing fears, Dow up 0.7% on the rotation into defensives and energy, hot CPI and PPI, a noncommittal Fed Chair Warsh, the 10-year yie

  • Friday · 18 min

    Talen Energy: The Nuclear Toll Road for AI Power

    Alex and Jordan deep-dive Talen Energy (TLN) — the Susquehanna nuclear plant, the landmark 1,920 MW Amazon deal through 2042, the gas acquisition flywheel, and why it's the torque play on the AI electricity bottleneck.

  • Friday · 18 min

    ROSY Deep Dive: Inside Rosenberg's New Macro ETF

    Alex and Jordan go through the prospectus, the portfolio, and the positioning of the Corton Rosenberg Global Macro ETF (TSX: ROSY) — what's in it, what the allocation says about Rosenberg's worldview, and what to watch.

Showing 1–20 of 45 episodes