How often does this podcast release new episodes?

This podcast updates bi-weekly.

Where can I listen to this podcast?

This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

Inside Scoop

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by Avory & Co.

5.0(34 reviews)

112 episodes

Updated Bi-weekly

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Authority

Beta

GoodBased on show quality, social media presence, reviews, charts, and more

Quality88

Social0

YouTube86

Engagement82

Learn more

Podcast Overview

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 investments involve risk, including potential loss of capital. Avory & Co. may hold positions in the companies discussed.

Language

🇺🇲

Publishing Since

3/4/2020

Visit Website View on Apple Podcasts RSS Feed

🇺🇸 Charts #3

Outreach generated

Apple 142

Spotify 827

Instant mention tracking

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Podcast Authority

Beta

GoodBased on show quality, social media presence, reviews, charts, and more

Quality88

Social0

YouTube86

Engagement82

Learn more

Excellent Areas

Good Performance

Growth Opportunities

excellent

Episode Length

51 minutes

Performing excellently!

good

iTunes Tags

7.6/10

Recommendations available

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needs improvement

Publishing Consistency

Every 21 days

Recommendations available

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Recent Episodes

July 21, 2026

Humans Buy Platforms. AI Buys Capabilities.

Sean Emory of Avory & Co. explores how AI could change software competition if agents become buyers, not just users, shifting value from platform suites to composable, standalone capabilities. He frames three eras of software: individual tools, integrated platforms, and an emerging era where AI orchestration acts like a new operating system that selects the best capability for a task regardless of UI or vendor.In this model, winning depends less on distribution, brand, and long contracts, and more on reliability, latency, accuracy, security and governance, API quality, cost per call, and task success rates.Sean argues platforms won't disappear. They may become command centers for permissions, compliance, and governance, while features "escape" suites. He walks through examples from Shopify, Shop Pay, Stripe, Twilio, Zoom, Box, Salesforce, Adobe, and HubSpot.Chapters: 00:00 AI changes software buying 01:44 Three eras of software 03:10 Composable software era 03:55 Agents versus humans 05:06 Orchestrator as new OS 07:46 Capabilities escaping platforms 08:33 Examples: Shopify, Stripe, Zoom 12:28 New scorecard for winners 15:32 Two questions for companies 17:22 Where this could be wrong 19:48 Big picture takeaways 23:22 Closing and subscribe Listen on: Apple Podcasts: https://podcasts.apple.com/us/podcast/avory-markets-and-investing/id1504555573 Spotify: https://open.spotify.com/show/3A8acTyfhhxpUFoFLEKeMJ YouTube: https://youtube.com/@avoryco Follow Sean and Avory & Co.: X: https://x.com/avoryco X: https://x.com/_SeanDavid LinkedIn: https://www.linkedin.com/company/avory-co Website: https://avoryfunds.com DisclaimerThe content on this channel is for informational and educational purposes only. It does not constitute personal investment advice, a solicitation, or an offer to buy or sell any security. Views expressed are those of Sean Emory and Avory & Co. as of the recording date and are subject to change without notice. Avory & Co. and Sean Emory may hold positions in the securities and companies discussed. Any references to specific companies, products, or services are for illustration only and should not be interpreted as recommendations. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Consult a qualified financial advisor before making any investment decision.

July 8, 2026

Prediction Markets Aren't Really About Betting... Maybe?

Sean Emory, Founder and CIO of Avory & Co., explores if prediction markets truly represent betting or if they can enhance society's risk transfer capabilities.

July 2, 2026

Five Questions for the Second Half of 2026

Sean Emory and Luis Alvarez discuss Avory's five key questions shaping investment strategy for the second half of 2026.

112 total episodes available with 25 transcripts

Recent guests on Inside Scoop

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Luis Alvarez

Guest

Sean Emory

Guest

Seth Golden

Guest

Garth Friesen

Guest

Kai Wu

Guest

Loujaina Abdelwahed PhD

Guest

Anthony Power

Guest

Travis Brooks

Guest

Yuma Heymans

Guest

Freshta Farzam

Guest

Jeremy Schwartz

Guest

Christopher Shasse

Guest

See every guest on Inside Scoop

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is Inside Scoop?: 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 investments involve risk, including potential loss of capital. Avory & Co. may hold positions in the companies discussed.
How often does this podcast release new episodes?: This podcast updates bi-weekly.
Where can I listen to this podcast?: This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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