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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
  • Private Equity's Power Play: Who Really Owns AI's Land, Power, and Shell

    Private Equity's Power Play: Who Really Owns AI's Land, Power, and Shell
    Oct 17 2026
    Alex and Jordan deep-dive the private equity giants behind AI data centers — Brookfield's nuclear-to-cloud stack, Blackstone's 0B empire, DigitalBridge's power bank — and whether their advantage is real.
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    19 min
  • Capital Markets Weekly — Week of October 12

    Capital Markets Weekly — Week of October 12
    Oct 17 2026
    The AI trade unraveled while everything else rallied. Alex and Jordan break down a split week: Nasdaq down 4.5% on AI financing fears, Dow up 0.7% on the rotation into defensives and energy, hot CPI and PPI, a noncommittal Fed Chair Warsh, the 10-year yield's round trip, Bitcoin's dip below 80k, and oil's surge to 100 dollars. Plus: what Tesla, Netflix, and Meta earnings next week mean for the rotation.
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    19 min
  • Talen Energy: The Nuclear Toll Road for AI Power

    Talen Energy: The Nuclear Toll Road for AI Power
    Oct 16 2026
    Alex and Jordan deep-dive Talen Energy (TLN) — the Susquehanna nuclear plant, the landmark 1,920 MW Amazon deal through 2042, the gas acquisition flywheel, and why it's the torque play on the AI electricity bottleneck.
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    19 min
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