Avory - Markets and Investing
- Business · Investing, Management
Free on the App Store for iPhone, iPad and Mac. No subscription needed. Once it is installed, tap this link again and the show is yours. Already have it? Open in Parasocial.
About
Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into what’s moving markets, how companies are performing, and where opportunities may be forming. We break down earnings, macro trends, and investor sentiment — all from the lens of a concentrated, high-conviction portfolio. *** The views expressed on Avory Podcast: Around the Desk are those of the hosts and guests and do not constitute investment advice. This podcast is for informational purposes only and should not be relied upon to make investment decisions. All...
Also on
Recent episodes
- Meta Muse hit #1. What it means for Meta, and for OpenAI.
- Oura's IPO and the consumerization of healthcare.
- They were wrong: software and AI are running together
- Debrief: 4 things we learned from Meta.
- Humans Buy Platforms. AI Buys Capabilities.
- Prediction Markets Aren't Really About Betting... Maybe?
- Five Questions for the Second Half of 2026
- 6 Questions on Meta: Burden Today, Moat Tomorrow
- Narratives, AI, and Durable Investment Bets
- What Data Says About Oil Spike, Vix Spike, and AI