Episodes

  • BAE Systems on the Battlefield: A War Story for Investors

    BAE Systems on the Battlefield: A War Story for Investors
    17 Oct 2026
    Alex and Jordan narrate a fictional day of operations threaded end-to-end with BAE Systems products — Paladin and Archer artillery, Bradley and CV90 fighting vehicles, AMPVs, M777s, Type 26 frigates, Dreadnought and Astute submarines, Typhoon and the Tempest future fighter, APKWS counter-drone rockets, and the F-35's BAE-built electronic warfare suite. For informational and educational purposes only; not financial advice.
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    11 min
  • Lockheed Martin on the Battlefield: A War Story for Investors

    Lockheed Martin on the Battlefield: A War Story for Investors
    17 Oct 2026
    Alex and Jordan narrate a fictional night operation threaded end-to-end with Lockheed Martin products — F-35s as quarterback, F-22s running the wall, HIMARS shoot-and-scoot, PrSM, JASSM-ER/LRASM, THAAD and PAC-3 MSE missile defense, Aegis at sea, HELIOS lasers, Black Hawks, C-130Js, and the GPS and missile-warning satellites overhead. For informational and educational purposes only; not financial advice.
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    12 min
  • Northrop Grumman on the Battlefield: A War Story for Investors

    Northrop Grumman on the Battlefield: A War Story for Investors
    17 Oct 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
    17 Oct 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
    17 Oct 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
  • 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
    17 Oct 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
    17 Oct 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
    16 Oct 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