Week of Sep 21–27
What 1,072 podcast episodes said this week
AI agents took the most airtime. The most bearish big theme was Bond market and yields: 113 bearish takes to 13 bullish.
- Episodes
- 1,072
- Shows
- 706
- Themes
- 120
- Companies
- 959
- Guests
- 1,175
- Weeks
- 1
How it works: Ethmos takes in about a thousand podcast episodes a week, and an AI model notes the themes each one spent real time on and whether each take was bullish or bearish for investors. Click any company or theme for the episodes behind it, and any episode for its card.
01
Companies
The most-named companies, bullish against bearish, and whose share of episodes rose or fell.
Most talked about companies this week
Bearish takes against bullish ones, for the most-named companies. Click one for the episodes behind it.
02
Themes
What rose and fell, sentiment by theme, and the bull and bear debates.
Rising and falling
Each theme's share of this week's episodes, against the weeks before. Click one for the episodes behind it.
The first week in the pulse: nothing earlier to compare with.
Sentiment by theme
The themes where sentiment ran most one way. Each bar is the leading side's takes, then the other side's.
Bearish sentiment
Bull and bear debates
The themes with the most takes on both sides, and the best case each way.
40 bullish · 35 mixed · 29 bearish
- Guest argues AI compute demand will keep rising, so orbital capacity will be rented by AI firms.5. AI - Orbital Data Centers Power AI - JOE PISTRITTO & DAVID LIVINGSTON( HOTEL MARS) 092426 · The John Batchelor Show · Sep 24
- Hyperscaler spending far outpaces AI revenues, raising doubts about returns and sustainability.What’s at stake in AI’s trillion-dollar gamble · MIT Technology Review Narrated · Sep 23
29 bullish · 28 mixed · 27 bearish
- Schachter expects structural supply shortfalls and oil prices to reach new highs in the 2030s.Global Gas Shortage: This Is When Oil Price Doubles | Josef Schachter · The David Lin Report · Sep 24
- OPEC's pricing power is eroding as its market share shrinks and the UAE leaves, pointing to lower oil prices.Why Are Countries Abandoning OPEC? · Economics Explained · Sep 21
26 bullish · 15 mixed · 34 bearish
- Power equipment is a seller's market with firm, rising prices and orders booked into the 2030s.AI Meets the Physical Economy · Thoughts on the Market · Sep 25
- Speakers argue the proposed 765 kV transmission line is unnecessary, undermining utility grid expansion investment."It becomes completely unnecessary": Al Buss on energy independence in Vernon County · Not a Done Deal · Sep 23
03
Top 20 themes
The 20 biggest themes: share of episodes and net sentiment. Click one for its episodes.
| Theme | Episodes | Share | Share, 1 weeks | vs before | Net sentiment | Sentiment, 1 weeks |
|---|---|---|---|---|---|---|
| AI agents | 188 | 18% | 0.0 pts | +0.55 | ||
| AI safety and alignment | 154 | 14% | 0.0 pts | −0.61 | ||
| AI regulation and policy | 156 | 15% | 0.0 pts | −0.28 | ||
| Bond market and yields | 151 | 14% | 0.0 pts | −0.68 | ||
| AI and jobs | 159 | 15% | 0.0 pts | +0.01 | ||
| US politics and elections | 62 | 5.8% | 0.0 pts | −0.50 | ||
| Investing philosophy | 88 | 8.2% | 0.0 pts | +0.78 | ||
| US-China relations | 96 | 9.0% | 0.0 pts | −0.25 | ||
| AI devices and consumer apps | 89 | 8.3% | 0.0 pts | +0.57 | ||
| Founders and company building | 75 | 7.0% | 0.0 pts | +0.89 | ||
| Culture and society (non-business) | 27 | 2.5% | 0.0 pts | – | ||
| AI spending (capex) | 110 | 10% | 0.0 pts | +0.11 | ||
| Fed policy and rate cuts | 120 | 11% | 0.0 pts | −0.75 | ||
| Bitcoin and crypto markets | 59 | 5.5% | 0.0 pts | +0.69 | ||
| AI research and scaling | 67 | 6.3% | 0.0 pts | +0.60 | ||
| Sports business | 47 | 4.4% | 0.0 pts | +0.58 | ||
| Middle East conflict | 82 | 7.6% | 0.0 pts | −0.69 | ||
| AI vs software (SaaS disruption) | 85 | 7.9% | 0.0 pts | −0.03 | ||
| Health, longevity and wellness | 30 | 2.8% | 0.0 pts | +0.80 | ||
| Oil and OPEC | 88 | 8.2% | 0.0 pts | +0.02 |
Ethmos covers about a thousand podcast episodes a week, from the shows its readers follow and its research library. Changes compare a week with the average of the weeks before it; each theme's page says what counts as it. Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
Briefs like this, for everything you follow.
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