HeyJaredIntelligent Investor Insights
Intelligent Investor Insights brings sharp technical analysis and macroeconomic insights to help investors navigate today’s complex financial landscape.
- Indexed episodes, last 90 days
- 14
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 13, 2026
Latest episodes
AI’s Yellow Flag: Who Benefits When the Race Slows? (opens the original)
Read excerpt
This episode breaks down the latest calls from OpenAI and Anthropic for a formal pause on frontier AI, and what that move could mean for antitrust, regulation, and market power. It also examines how safety warnings can function like powerful marketing signals, and why a slowdown may favor incumbents while leaving billions in AI debt unresolved.
Fresh Paint, Old Cracks at the Fed (opens the original)
Read excerpt
Josh argues that the Fed’s unanimous rate cut was built on fresh paint statistics that can hide weakening labor-force participation, while his father pushes back with the official numbers. The conversation also digs into the split between CPI and PCE inflation, supply-chain normalization, and whether oil and tariff shocks make tighter policy the wrong tool.
When Big Food Buys Trust (opens the original)
Read excerpt
This episode examines how big conglomerates acquire mission-driven brands for their shelf space and consumer trust, then erode that value through quiet formulation changes and supply-chain compromises. It also highlights a rare counterexample in Toms of Maine, where enforceable commitments helped protect the brand’s original promise.
How Big Tech Turns Depreciation into Billions (opens the original)
Read excerpt
This episode breaks down how Big Tech can add billions to reported earnings by quietly extending the useful life of servers and networking gear, with Alphabet, Meta, and Amazon as key examples. It also explores why AI hardware’s intense heat and nonstop workload make these accounting assumptions increasingly hard to justify.
Nvidia’s $500B AI Promise Meets Private Credit Gates (opens the original)
Read excerpt
This episode breaks down Nvidia’s headline-grabbing $500 billion AI infrastructure announcement and explains why the underlying agreements are non binding. It also connects the dots between private credit redemptions, fund gates, and the liquidity mismatch that makes this capital raise far more complicated than it sounds.
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Not enough subject data for this period yet.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.