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| Episode | Date |
|---|---|
|
NEXANS - Q1 2026 EARNINGS CALL ANALYSIS
|
Apr 28, 2026 |
|
STMicroelectronics - Q1 2026 Earnings Call Analysis
|
Apr 27, 2026 |
|
INTEL - Q1 2026 EARNINGS CALL ANALYSIS
|
Apr 25, 2026 |
|
INTEL - Q1 2026 10Q ANALYSIS
|
Apr 24, 2026 |
|
MSCI - Q1 2026 EARNINGS CALL ANALYSIS
|
Apr 21, 2026 |
|
STATE STREET - Q1 2026 EARNINGS CALL ANALYSIS
|
Apr 21, 2026 |
|
NETFLIX - Q1 2026
|
Apr 17, 2026 |
|
TSMC - Q1 2026 EARNINGS RESULTS
|
Apr 16, 2026 |
|
MORGAN STANLEY - Q1 2026 EARNINGS CALL ANALYSIS
|
Apr 16, 2026 |
|
BANK OF AMERICA - Q1 2026 EARNINGS CALL ANALYSIS
|
Apr 16, 2026 |
|
ASML - Q1 2026 earnings call analysis
|
Apr 15, 2026 |
|
HERMÈS - Q1 2026
|
Apr 15, 2026 |
|
KERING - Q1 2026
|
Apr 15, 2026 |
|
JPMORGAN CHASE - Q1 2026
|
Apr 14, 2026 |
|
BLACKROCK - Q1 2026
|
Apr 14, 2026 |
|
LVMH - Q1 2026
|
Apr 14, 2026 |
|
GOLDMAN SACHS - Q1 2026
|
Apr 13, 2026 |
|
TELIX PHARMACEUTICALS - Q1 2026 EARNINGS CALL ANALYSIS & DEEP DIVE
|
Apr 10, 2026 |
|
BRUNELLO CUCINELLI - Q1 2026 EARNINGS CALL ANALYSIS
|
Apr 10, 2026 |
|
DELTA AIR LINES - Q1 2026
|
Apr 09, 2026 |
|
APPLIED DIGITAL - Q3 2026 EARNINGS CALL ANALYSIS
|
Apr 09, 2026 |
|
REZOLVE AI - Q4 2025 EARNINGS CALL ANALYSIS
|
Mar 31, 2026 |
|
PROGRESS SOFTWARE CORPORATION - Q1 2026 EARNINGS CALL ANALYSIS
|
Mar 31, 2026 |
|
ORACLE - Q3 2026 EARNINGS CALL ANALYSIS
|
Mar 11, 2026 |
|
Deutsche Börse Group - FY 2025 Earnings Analysis
|
Mar 03, 2026 |
|
Circle - Q4 2025 Earnings Analysis
|
Mar 03, 2026 |
|
NVIDIA - Q4 2026
|
Feb 26, 2026 |
|
APPLIED MATERIALS - Q1 2026
|
Feb 14, 2026 |
|
EQUINIX - Q4 2025
|
Feb 14, 2026 |
|
Arista Networks - Q1 2026
|
Feb 13, 2026 |
|
VERTIV - Q4 2025
|
Feb 12, 2026 |
|
CISCO - Q2 2026
|
Feb 12, 2026 |
|
NEBIUS - Q4 2025
|
Feb 12, 2026 |
|
CLOUDFLARE - Q4 2025
|
Feb 11, 2026 |
|
ROBINHOOD - Q4 2025
|
Feb 11, 2026 |
|
FERRARI - Q4 2025
|
Feb 10, 2026 |
|
S&P - Q4 2025
|
Feb 10, 2026 |
|
KERING - Q4 2025
|
Feb 10, 2026 |
|
KKR - Q4 2025
|
Feb 09, 2026 |
|
BROOKFIELD - Q4 2025
|
Feb 05, 2026 |
|
ALPHABET - Q4 2025
|
Feb 05, 2026 |
|
AMD Q4 2025
|
Feb 04, 2026 |
|
PALANTIR Q4 2025
|
Feb 03, 2026 |
|
Apple Q1 2026
|
Jan 31, 2026 |
|
Meta — Q4 and Full Year 2025 Results | A $135 Billion Bet on Superintelligence
|
Jan 30, 2026 |
|
ABB — Q4 & Full Year 2025 Results | Rewiring the Grid for AI
|
Jan 29, 2026 |
|
Microsoft Q2 FY2026 Results
|
Jan 29, 2026 |
|
MSCI Q4 2025 & Full Year Results
|
Jan 29, 2026 |
|
GE VERNOVA Q4 2025 & Full-Year Results
|
Jan 29, 2026 |
|
ASML Q4 2025 & Full-Year Results
|
Jan 28, 2026 |
|
Best of World Economic Forum 2026 in Davos
|
Jan 25, 2026 |
|
ARK Big Ideas 2026: The Great Acceleration and the Future of Exponential Growth
|
Jan 22, 2026 |
|
High Grading for a New Macro Regime: Investing in a World of Scarcer Returns
|
Jan 22, 2026 |
|
Morgan Stanley Q4 & Full Year 2025 Earnings Deep Dive
|
Jan 16, 2026 |
|
BlackRock Q4 2025 Earnings Deep Dive
|
Jan 16, 2026 |
|
TSMC Q4 2025 Earnings Call: Short-Term Signals, AI Demand, and Long-Term Growth Drivers
|
Jan 15, 2026 |
|
NVIDIA CES 2026 — The Age of Physical & Agentic AI
|
Jan 09, 2026 |
|
Sika Results Deep Dive: Growth, Margins, China, and the Fast Forward Program
|
Jan 02, 2026 |
|
The 2026 Institutional Investing Consensus: From AI Infrastructure to Monetization
|
Jan 01, 2026 |
|
UBS 2026: Investment Themes, Conviction Ideas, and the Search for Escape Velocity
|
Dec 31, 2025 |
|
Morgan Stanley 2026: The Bull Market Map and Institutional Positioning
|
Dec 31, 2025 |
|
Goldman Sachs 2026: Strategic Themes, Cycles, and the Architecture of the Next Market Phase
|
Dec 31, 2025 |
|
Jefferies 2026 Outlook: Broadening the AI Rally
|
Dec 26, 2025 |
|
Il Vero Potere delle Relazioni Umane: La Lezione di Dale Carnegie
|
Dec 26, 2025 |
|
AI: Bolla Speculativa o Rivoluzione Inevitabile? La Lezione di Howard Marks
|
Dec 23, 2025 |
|
Brookfield 2026 Investment Outlook: asset reali, disciplina e le Tre D del nuovo ciclo
|
Dec 22, 2025 |
|
Oracle, AI e debito: cosa dicono (e cosa non dicono) i numeri
|
Dec 22, 2025 |
|
Synopsys Q4 2025: AI, Ansys e la Nuova Fase di Crescita
|
Dec 22, 2025 |
|
Ciclo di mercato, valutazioni elevate e AI — lettura del “Guide to the Markets 2024” di J.P. Morgan
|
Dec 22, 2025 |