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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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50 episodes
Avg 14 min
English

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Wednesday · 13 min
Earnings reports: Banks
Alex and Jordan deep-dive Q3 2026 earnings from all seven big banks: the unanimous verdict on the consumer, benign credit, and AI as Wall Street's revenue engine — and its newest risk.
Wednesday · 13 min
Energy Experts Snapshot: What Oil CEOs, Nuttall and Sankey See Now
Alex and Jordan round up what US and Canadian oil CEOs, Eric Nuttall and Paul Sankey are saying about today's oil market.
Wednesday · 15 min
Aramco's Nasser: The 'Scarily Thin' Oil Market
Alex and Jordan break down Saudi Aramco CEO Amin Nasser's warning on critically low oil inventories, Hormuz, and what it means for oil into 2027.
Wednesday · 13 min
Workday Analyst Day 2026: The Agentic Enterprise
Alex and Jordan break down Workday's financial analyst day: new targets, the agentic HR and finance push, and what it means for the stock.
October 13 · 3 min
Booking Holdings Deep Dive: The Connected Trip and the AI Question
Alex and Jordan break down the FTR Investors deep dive on BKNG: story, Q2 2026 results, AI strategy, and regulatory overhangs.
October 13 · 3 min
Aerospace and Defense: Buying the Selloff, Bottoming Sentiment
Alex and Jordan break down Morgan Stanley's Oct 13 A&D note: the overdone aero selloff, defense budget outlook, and NOC as top pick.
October 13 · 2 min
UnitedHealth's Clean Beat: 3Q26 Beat and Raise
Alex and Jordan break down Morgan Stanley's Oct 13 UnitedHealth note: the 62-cent EPS beat, raised 2026 guide, and 29 target.
October 13 · 3 min
Korea's Vertigo: Inside KOSPI's October Rout
Alex and Jordan break down Morgan Stanley's Oct 13 Korea strategy note: the 13% October selloff and the defensive rotation.
October 13 · 4 min
Morgan Stanley's AI Barbell: Power Bottlenecks, Semis, Software and Adopters
Alex and Jordan break down Morgan Stanley's Sept 24 AI stock mapping across ~3,600 stocks: the barbell trade, the power bottleneck, and favored stocks.
October 13 · 4 min
Morgan Stanley on AI Safety: Policy, Compute, and the Stocks to Own
Alex and Jordan break down Morgan Stanley's Sept 20 report on AI safety: why safety fears are a tailwind for compute capex, the five policy outcomes, and the favored stocks.

Showing 41–50 of 50 episodes