Cut through the noise with disciplined, unbiased insights drawn from the world’s most respected sell-side and buy-side research. Curated by industry professionals, Financial Research Roundup delivers bite-sized, 5–10 minute audio summaries of the most impactful financial reports and market news — designed to inform the busy investor without the fluff. With a sharp focus on fundamental investing, market structure, and rigorous analysis, each episode distills high-signal commentary rooted in data, not hype.
"Dollar Dominance and Dollar Depreciation – Moving on Different Tracks" from Goldman Sachs
12 Oct 2025
Morningstar's "How Private Companies Are Reshaping Public Markets: Is the growth of private markets driving the underperformance of small-cap stocks?"
10 Oct 2025
Energy Chapter from Lawrence McDonald's "How to Listen When the Market Speaks"
10 Oct 2025
Chapter 4 of "Why Minsky Matters"
9 Oct 2025
Primer on BDCs
6 Aug 2025
"Cash Holdings" by Michael Mauboussin and Dan Callahan
Disclaimer: The information provided in this podcast is for informational and educational purposes only and should not be construed as investment, tax, legal, or financial advice. You should consult with a qualified financial advisor or other professional to determine what may be best for your individual needs. Any views or opinions expressed are those of the hosts and guests and do not necessarily reflect those of any affiliated organizations. Investing involves risk, including the possible ...
4 Aug 2025
Michael Cembalest's Summer Mailbag
The information provided in this podcast is for informational and educational purposes only and should not be construed as investment, tax, legal, or financial advice. You should consult with a qualified financial advisor or other professional to determine what may be best for your individual needs. Any views or opinions expressed are those of the hosts and guests and do not necessarily reflect those of any affiliated organizations. Investing involves risk, including the possible loss of prin...
28 Jul 2025
Gate City Capital Management Quarterly Investor Letter Q2 2025
28 Jul 2025
"Truth or Trend: Separating Signal from Noise" -Man Group
Summary of "Truth or Trend: Separating Signal from Noise" by Man Group
22 Jul 2025
Daily Drive for July 22nd, 2025 and Stock Spotlight: $QURE
The information provided in this podcast is for informational and educational purposes only and should not be construed as investment, tax, legal, or financial advice. You should consult with a qualified financial advisor or other professional to determine what may be best for your individual needs. Any views or opinions expressed are those of the hosts and guests and do not necessarily reflect those of any affiliated organizations. Investing involves risk, including the possible loss of prin...
21 Jul 2025
Daily Drive for July 21 2025 and Spotlight on $STEM
“The information provided in this podcast is for informational and educational purposes only and should not be construed as investment, tax, legal, or financial advice. You should consult with a qualified financial advisor or other professional to determine what may be best for your individual needs. Any views or opinions expressed are those of the hosts and guests and do not necessarily reflect those of any affiliated organizations. Investing involves risk, including the possible loss of pri...
21 Jul 2025
Vanguard's "How America Saves 2025"
The information provided in this podcast is for informational and educational purposes only and should not be construed as investment, tax, legal, or financial advice. You should consult with a qualified financial advisor or other professional to determine what may be best for your individual needs. Any views or opinions expressed are those of the hosts and guests and do not necessarily reflect those of any affiliated organizations. Investing involves risk, including the possible loss of prin...
18 Jul 2025
Daily Drive for July 18th 2025 and a look at EOS Energy $EOSE
The information provided in this podcast is for informational and educational purposes only and should not be construed as investment, tax, legal, or financial advice. You should consult with a qualified financial advisor or other professional to determine what may be best for your individual needs. Any views or opinions expressed are those of the hosts and guests and do not necessarily reflect those of any affiliated organizations. Investing involves risk, including the possible loss of prin...
15 Jul 2025
Demystifying SEC filings related to offerings (S-1, S-3, S-4, and S-8)
The information provided in this podcast is for informational and educational purposes only and should not be construed as investment, tax, legal, or financial advice. You should consult with a qualified financial advisor or other professional to determine what may be best for your individual needs. Any views or opinions expressed are those of the hosts and guests and do not necessarily reflect those of any affiliated organizations. Investing involves risk, including the possible loss of prin...
13 Jul 2025
"Okay, Boomer" from Eye on the Market by JP Morgan's Michael Cembelest
This week, we cover the "Okay, Boomer" version of 'Eye on the Market,' where J.P. Morgan Asset Management's Michael Cembalest navigates the latest economic and financial trends. Discover surprising strength in Q1 2025 S&P 500 corporate earnings, driven by the "Magnificent Seven" and significant stock buybacks, painting a resilient picture for equities. The episode also delves into the complex interplay of tariffs versus tax cuts for manufacturers and intriguing shifts in global trade flow...
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