The "Telltales" podcast, co-hosted by Mike Nicoletti, Hunt Lawrence, and Jason Wallace, is a weekly discussion focusing on key financial insights. Originating from a decade-long in-person meeting initiated by Lawrence, it transitioned to a remote format during the pandemic. The podcast records their weekly calls discussing the "Cashflow Memo," a document summarizing financials of around 70 companies across various sectors. The podcast aims to guide listeners through significant financial trends and data, aiding in informed investment decisions. It's available on platforms like Apple Podcasts, Spotify, and YouTube. For more details, and to download your copy of the memo, visit telltales.us 0:00:00 - Intro 0:00:24 - Exhibit B: Analysis of Gas Markets: Discussing current trends and predictions in gas markets. 0:01:34 - Exhibit C: Oil Supply and Demand (OIL): Insights into oil market dynamics and future outlook. 0:04:02 - Exhibit B: Natural Gas Market Insights (NG): Deep dive into natural gas market conditions. 0:05:13 - Exhibit A: Government Cash Flow: Examining government financials and implications. 0:07:06 - Who Will Grow Cashflow?: Analyzing the cash flow growth of major tech companies. 0:10:56 - Page 1: AI and Cloud Services in Tech Sector: The role of AI and cloud services in the tech industry. 0:13:12 - Page 8: Retail Sector Analysis: Comparative analysis of major retail players. 0:20:55 - Page 15: Healthcare Sector Insights: Exploring innovations and financials in healthcare.
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