Futurum Equities Podcast

By Futurum Equities Podcast

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Category: Investing

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Subscribers: 4
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Episodes: 48

Description

(Hosted by Shay Boloor and Daniel Newman)

We’re not here to recap headlines. We’re here to unpack how Nvidia’s architecture is reshaping data centers. How AI agents will disrupt every enterprise. The markets are about to get harder. AI is about to explode and chance the world. The next five years will break most of the frameworks people have used for the last decade. That’s exactly why we’re doing this. Because if you want to survive this next cycle, you need to understand how real tech scales and how money moves around it. The Futurum Equities podcast is committed to deliver Insights from the Inside with each and every episode.


Episode Date
Google grew cloud 82% and still got sold. Where the money went | Ep. 50
Jul 24, 2026
SK Hynix listed 3x oversubscribed. Why Micron is the cleaner entry from here. | Ep. 49
Jul 08, 2026
META flipped $145B of CapEx into a new business overnight. | Ep 48
Jul 02, 2026
Fed broke the rate narrative. NVDA and AI capex face a new math | Ep 46
Jun 18, 2026
Oracle's $638B backlog and SpaceX's index clock. What breaks next. | Ep 45.
Jun 12, 2026
Anthropic's S-1 just repriced AMZN, GOOGL, and MSFT | Ep. 44
Jun 10, 2026
NVIDIA, SpaceX & the $10 Trillion Data Center Supercycle | Ep 43
May 22, 2026
NBIS, CSCO, AMAT Just Previewed the NVDA Print | Ep 42
May 15, 2026
The Bitcoin Miners Are the New AI Landlords | Ep 41
May 08, 2026
Hyperscaler Earnings: Who's Winning AI? | Ep. 40
May 01, 2026
This Is The Most Hated Market Rally | Ep. 39
Apr 24, 2026
This Is the Next AI Bottleneck | Ep. 38
Apr 17, 2026
CPUs Are Cool Again | Ep. 37
Apr 10, 2026
Are We Buying the Dip | Ep. 36
Mar 30, 2026
Nvidia’s GTC Wasn’t the Story You Think | Ep. 35
Mar 21, 2026
The Biggest AI Event of the Year Is Here | Ep. 34
Mar 13, 2026
Is Stagflation here? | Ep. 33
Mar 06, 2026
Is AI Taking Your Job ? | Futurum Equities Ep. 32
Feb 27, 2026
Why NVIDIA Will Save The Market | Futurum Equities Ep. 31
Feb 20, 2026
SaaSPocalypse 2026 | Futurum Equities Ep. 30
Feb 13, 2026
Is Software Dead? | Futurum Equities Podcast Ep. 29
Feb 07, 2026
Shay & Daniel Have A Special Announcement | Futurum Equities Ep. 28
Jan 22, 2026
Equities, AI & the Space Economy | Futurum Equities Ep. 27
Jan 16, 2026
Exploring Geopolitics and AI Innovations | Futurum Equities Podcast Ep. 26
Jan 09, 2026
2026 Stock Predictions | Futurum Equities Podcast Ep. 25
Jan 09, 2026
AI Data Centers, the Next Bottleneck & the Santa Rally | Futurum Equities Podcast Ep. 24
Dec 19, 2025
Broadcom & the AI Shift | Futurum Equities Podcast Ep. 23
Dec 12, 2025
Equities & Crypto Market Breakdown | Futurum Equities Podcast Ep. 22
Dec 08, 2025
Is Google Overvalued? The AI Boom, Meta’s Rise & Market Outlook | Futurum Equities Podcast Ep 21
Nov 26, 2025
Market Volatility, Nvidia Earnings & Investor Strategy | Futurum Equities Podcast Ep. 20
Nov 21, 2025
Market Moves & AI Supply Chain Pressure | Futurum Equities Podcast Ep. 19
Nov 14, 2025
AI Infrastructure Stocks Surge | Futurum Equities Podcast Ep. 18
Nov 07, 2025
AI Miners, Cloud Rigs & Quantum Stocks Surge | Futurum Equities Ep. 17
Oct 11, 2025
Earnings Momentum, Space Plays & the Future of AI | Futurum Equities Ep. 16
Oct 03, 2025
Futurum Equities Podcast Ep 15 | Fed Signals and Investor Patience
Sep 26, 2025
Futurum Equities Podcast Ep. 14 | Fed Pivots, and AI Surprises
Sep 19, 2025
Futurum Equities Podcast | Ep 13 | Market Moves and the Fed’s Next Play
Sep 15, 2025
Futurum Equities | Ep 12 | NVIDIA Earnings & the Future of AI
Aug 25, 2025
Futurum Equites Podcast | Ep 11 | Earnings Season
Aug 22, 2025
Futurum Equities Podcast | Ep 10 | Is the US Govt the Next Great Hedge Fund?
Aug 15, 2025
Futurum Equities Podcast | Ep. 9
Aug 12, 2025
Futurum Equities Podcast | Ep. 8
Aug 11, 2025
Futurum Equities Podcast | Ep. 7
Aug 01, 2025
Futurum Equities Podcast | Ep.6
Jul 31, 2025
Futurum Equities Podcast | Ep.5
Jul 31, 2025
Futurum Equities Podcast | Ep.4
Jul 31, 2025
Futurum Equities Podcast | Ep. 2
Jul 31, 2025
Futurum Equities Podcast | Ep. 1
Jul 31, 2025