- 114
- Episodes
- 27
- Transcribed
- 9
- Ratings
- Daily
- Cadence
- 2021
- First episode
- 25K
- YouTube views
About Early Bird
Become a smarter investor and beat the market by subscribing to Early Bird's weekly podcast and by subscribing to Early Bird's free daily newsletter: https://earlybird.email/
- Publisher
- Early Bird
- Category
- business · news
- Language
- en
- Explicit
- No
- First episode
- 5 Sept 2021
- Latest episode
- 29 Jun 2026
Latest episodes
27 of 114 episodes have a transcript.
29 Jun 2026TRANSCRIPT
Biggest Stock Market Themes in the First Half of 2026
15 Jun 2026TRANSCRIPT
SpaceX, Anthropic, and OpenAI Mega IPOs
9 Feb 2026TRANSCRIPT
How to Invest in Gold in 2026
Inside a recent episode
Biggest Stock Market Themes in the First Half of 2026
Published 29 Jun 2026 · Transcript excerpt
[…] I mean, I'd point to a lot of the same groups and sectors and names for sure. I mean, it's hard to look past semiconductors, memory, basically any of these component providers to the big hyperscalers, if you will. If they're spending hundreds of billions of dollars, then the component providers have to ramp up their production in a sequential fashion. And the reality is they're not doing that. And so you end up with these massive supply shortages, and we're in just a period of dramatic increases in demand and it's it's calling into question the cyclicality of these businesses and particularly in semiconductors in memory where these are traditionally industries that are pretty cyclical um they some of them go through kind of boom bust periods and Now that's kind of calling into question as to, is there a new paradigm for these industries where there's a much, much stronger and longer demand cycle that really changes that dynamic? […]
Read the full transcript with a Pod Engine plan.
See plansWho has been a guest on Early Bird
Names identified in recent episode analyses. Showing up to five guests.
- Jon Zetlmaier
- Will Allen
- Alex Lis
- Igor Pejic
- Fergus Hodgson
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 24,871
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 5.0 / 5
- 6 ratings
- Spotify
- 5.0 / 5
- 3 ratings
Podcast Authority Score: 72 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 69
- Social presence
- 90
- YouTube
- 72
- Engagement
- 68
Contact Early Bird
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about Early Bird
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does Early Bird take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
27 of 114 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of Early Bird?
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Explore this show
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