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Exponential Learning

Exponential Learning

De : The Team
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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.© 2026 The Team
Épisodes
  • Northrop Grumman on the Battlefield: A War Story for Investors

    Northrop Grumman on the Battlefield: A War Story for Investors
    Oct 17 2026
    A battlefield narrative for the layman investor: one night operation threaded with Northrop Grumman products — Global Hawk and Triton watchers, the E-2D Hawkeye nerve center, IBCS fusing air defenses into one organism, B-2 Spirits penetrating (with the B-21 Raider coming), CIRCM defeating a missile shot, Bushmaster cannons, Sentinel and the solid-rocket deterrent, and a proliferated satellite constellation. The company that builds what everything else depends on.
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    9 min
  • L3Harris on the Battlefield: A War Story for Investors

    L3Harris on the Battlefield: A War Story for Investors
    Oct 17 2026
    A battlefield narrative for the layman investor: one fictional night operation in the Western Pacific, threaded end to end with L3Harris products — SDA missile-tracking satellites, the EA-37B Compass Call jammer, Viper Shield and IDECM electronic warfare, WESCAM targeting turrets, Falcon tactical radios, Link 16, ENVG-B night vision, and Aerojet Rocketdyne motors on THAAD, Stinger, Javelin, and GMLRS. Four verbs: see, connect, protect, strike.
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    10 min
  • Sector & Factor Weekly — Week of October 12

    Sector & Factor Weekly — Week of October 12
    Oct 17 2026
    For informational and educational purposes only; not financial advice. Alex and Jordan recap the week across all 11 sectors — health care, staples and energy led while tech plunged 7.2% — the biggest stock movers in each sector, and a historic factor rotation: value beat growth by nearly 6 points as momentum broke and dividends won.
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    17 min
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