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Telltales
An investing podcast + substack for people who want to compound their wealth over the long run and don't mind sailing analogies
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From Brent to Broadcom: Cash Flow in a Crosswind (e2543)
Oct 23, 2025
Navigating the Tariff Turmoil: Implications for Tech and Healthcare (e2515)
Apr 11, 2025
Healthcare Shockers, AI Doctors, and a Trillion-Dollar Pharma Buying Spree (e2603)
Jan 14
4
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Introducing the Telltales Podcast
Navigating the investing landscape through data & insight
Aug 5, 2021
1
Apple at 50, Oil at a Crossroads (e2614)
From Iran and the Strait of Hormuz to Siri, AI capex, and Eli Lilly’s latest move, the hosts map the forces shaping markets now.
5 hrs ago
35:13
From Oil Risk Premiums to Cancer Vaccines (e2613)
Telltales connects Iran-driven energy shocks, hyperscaler spending, and mRNA oncology to the cashflow trends shaping markets
Mar 25
34:34
20 Million Barrels and No Way Out (e2612)
From $60 to $100 crude, from employees to AI agents — the shifts that matter now
Mar 18
2
33:27
The Most Dangerous Chokepoint in Energy (e2611)
How the closure of the Strait of Hormuz could disrupt oil, LNG, and global markets.
Mar 11
33:14
Oil Shocks, AI Giants, and the Cash Flow Reality Check
Iran risk, US deficits, and why the “Magnificent” leaders still matter for long-term investors.
Mar 4
31:05
The $300 Genome: A Turning Point in Healthcare
How falling sequencing costs are unlocking personalized medicine, early cancer detection, and RNA vaccines
Feb 27
44:22
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Telltales
On Telltales, we bring you the 'Cashflow Memo'—a weekly breakdown of financials from various industries, guiding you through the numbers that matter. Hunt, Jason, & Mike cut through the market noise and bring you insights in your investment journey.
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