Exponential Learning cover art

Exponential Learning

Exponential Learning

Written by: The Team
Listen for free

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 Economics Personal Finance Self-Help Success
Episodes
  • Six Weeks of Markets: The Signal Beneath the Noise

    Six Weeks of Markets: The Signal Beneath the Noise
    Oct 18 2026
    Five weekly research decks, six weeks, one regime shift: from scarcity of growth (pay any price for AI earnings) to scarcity of affordable, durable growth (cash generation, financing strength, reasonable valuations). Alex and Jordan walk the five chapters — the illusion of calm, the macro squeeze, the fault line, the AI refuge, the great rotation — then unpack three contradictions (Fed relief without long-end relief, AI earnings without AI stock returns, October breadth unlike September resilience), separate durable signals from noise, and lay out four tests for whether October's rotation is real. Bottom line: the market may be moving from growth at almost any price toward growth and cash flow that justify their price in a 5%-plus rate regime.
    Show More Show Less
    11 mins
  • Scout Motors: Who's Really Behind the Terra (and Will They Build It?)

    Scout Motors: Who's Really Behind the Terra (and Will They Build It?)
    Oct 17 2026
    Eric put a deposit on the Scout Terra pickup and asked the two questions every reservation holder should ask: who's backing this company, and will they ever build the thing? Alex and Jordan dig in — Volkswagen's B bet, the B South Carolina factory at 90%, why 87% of reservation holders chose the gasoline range-extender, the slipped 2028 timeline, the dealer lawsuits, and the serious risks from VW's profit warning to a brutal EV winter.
    Show More Show Less
    18 mins
  • AI or Bust — Deep Dive

    AI or Bust — Deep Dive
    Oct 17 2026
    Alex and Jordan go deep on Sonu Varghese's Carson Group piece 'It's All One Big Trade Now: AI or Bust': why hot inflation sent yields plunging, the AI credit stress (CoreWeave, Oracle, Meta CDS), the inflation supercycle vs the 1990s, concentration (42 stocks driving two-thirds of returns), plus a stress-test of the thesis — the bull case, private credit's role, and what would prove it wrong. For informational and educational purposes only; not financial advice.
    Show More Show Less
    18 mins
adbl_web_anon_alc_button_suppression_t1
No reviews yet