
The Synopsis
Hosted by Alex and Drew Cohen · Drew Cohen
4.9from 154 ratings
- 167
- Episodes
- 61
- Transcribed
- 154
- Ratings
- Weekly
- Cadence
- 2023
- First episode
About The Synopsis
In this podcast we share our insights from hundreds of hours of investment research and various topics Drew Cohen has covered on his YouTube Channel and Five Minute Money Newsletter. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, business-specific issues, and want to know the deep details. We approach investing from the perspective of business owners, instead of Wall Street Commentators. Start listening today to become a better analyst, investor and business-person. Drew Cohen is an investment manager and financial advisor at Davidson Kahn Capital Management. He also is the founder of Speedwell Research, an equity research business which produces in-depth research reports for hedge funds and asset managers. He also has his own YouTube channel @DrewCohenMoney. You can learn more about him here: https://www.drewcohencapital.com/ Alex is an unpaid host.
- Publisher
- Drew Cohen
- Category
- business · business
- Language
- en
- Explicit
- No
- First episode
- 24 Jul 2023
- Latest episode
- 22 Oct 2026
Latest episodes
61 of 167 episodes have a transcript.

22 Oct 2026TRANSCRIPT
Interview. Eric Seufert on Whether AI Will Destroy Google's Search Monopoly

13 Oct 2026TRANSCRIPT
Dialogue. Will AI Destroy the Software Business Model?

8 Oct 2026TRANSCRIPT
Dialogue. Business Frameworks from Thousands of Hours of Investing
Inside a recent episode

Interview. Eric Seufert on Whether AI Will Destroy Google's Search Monopoly
Published 22 Oct 2026 · Transcript excerpt
[…] That's a form of modernization. They've got direct deals there. That's ads, right? And what that does is that, you know, has this, just like what it's called. It's just what it sounds like. It's a universal cart. It can monitor products that users care about. It can consolidate the cart across retailers. When the user's ready to check out, then they can do that. And they can either hand off to the retailer directly if the retailer wants that, or they can check out right in the Google interface. I mean, that's not necessarily an AI application, but that's a way to sort of bring more and more of the engagement into that interface, that interface that used to drive the engagement away. […]
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See plansWho has been a guest on The Synopsis
Names identified in recent episode analyses. Showing up to five guests.
- Eric Seufert
- Mostly Borrowed Ideas
- Dimitry
- Chris Mayer
- Bill Nygren
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 4.9 / 5
- 31 ratings
- Spotify
- 4.9 / 5
- 123 ratings
Podcast Authority Score: 59 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 85
- Social presence
- 0
- YouTube
- 0
- Engagement
- 85
Contact The Synopsis
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about The Synopsis
Who hosts The Synopsis?
Alex and Drew Cohen host the show. Published by Drew Cohen.
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does The Synopsis take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
61 of 167 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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