avory co: podcasts

Pick anything below and it plays in the bar at the foot of the window — and keeps playing while you go on browsing the directory.

1. 1▶Debrief: 4 things we learned from Meta.Avory - Markets and Investing14:29Notes
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2. 2▶Humans Buy Platforms. AI Buys Capabilities.Avory - Markets and Investing23:47Notes
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3. 3▶Prediction Markets Aren't Really About Betting... Maybe?Avory - Markets and Investing24:31Notes
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4. 4▶Five Questions for the Second Half of 2026Avory - Markets and Investing52:56Notes
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5. 5▶6 Questions on Meta: Burden Today, Moat TomorrowAvory - Markets and Investing29:30Notes
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6. 6▶Narratives, AI, and Durable Investment BetsAvory - Markets and Investing19:13Notes
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7. 7▶What Data Says About Oil Spike, Vix Spike, and AIAvory - Markets and Investing23:10Notes
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8. 8▶What did we learn from NVIDIA and Software this Week?Avory - Markets and Investing27:51Notes
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9. 9▶Are we closing in on a Software Bottom or No?Avory - Markets and Investing14:56Notes
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10. 10▶The AI Scare Trade: Jensen Says Its Illogical - We AgreeAvory - Markets and Investing21:32Notes
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