Geopolitics and Policy
Antitrust and Big Tech regulation
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 21
- Share
- 2.0%
- Shows
- 21
- Net sentiment
- −0.67
Up from 1.7% of episodes in the weeks before; net sentiment was −0.27.
Bullish 0Mixed 2Neutral 15Bearish 4
2 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 4
- Concentration among the big four packers and an active Justice Department probe signal regulatory risk for meatpackers.689. Here’s Why Your Hamburger Just Got So Pricey · Freakonomics Radio · Oct 2
- Speakers argue monopolistic tech firms should be checked through regulation and trust-busting, a headwind for them.Resisting Enshittification w/ Michael from Systems of Human Performance: Ep. 563wsasdaw · The J. Burden Show · Oct 2
- Concern that a few neoprimes are behaving like cartels and crowding out competition in defense procurement.Anduril's CEO Says Defense Tech Is a Bubble. So Why Is His Company Talking $100 Billion? · Hardpoints · Oct 1
- DoorDash's $131.5M New York settlement over driver pay shows regulatory and legal costs for gig platforms.Take Pictures Of Your Cat For Uber Money and Uber Updates And Hard Truths · The GIG Economy Podcast · Sep 28
Mixed 2
- Speakers call for breaking up concentrated power and anti-corruption reform, invoking Teddy Roosevelt-era trust busting.Mass Deception - How (And Why) The Fourth Estate Is Failing the Country · Peak Prosperity · Oct 1
- Debate over whether AI rules would protect incumbents or open the door for smaller American manufacturers."Whoop" Bill Maher? Abdul El-Sayed Just Started a War He Can't Win · Keeping It Real: Conversations with Jillian Michaels · Sep 30
Neutral 15
- Argues large firms reflect productivity, so antitrust should target practices and entry barriers, not concentration.Xavier Gabaix on The Shape of Big Things · Scaling Theory · Sep 28
- Brief mention of state attorneys general filling enforcement gaps in antitrust and tech cases.#161 Grand Juries Gone Wild: A White Collar Lawyer Tells All · Lawyers Who Learn · Oct 1
- Brief discussion of the independent football regulator and possible government intervention on state ownership.114 - Behind the STORY. With Simon Collings. · Latte Firm - Arsenal FC x · Sep 28
- Discussion of the proposed merger's approval and whether Virginia should accept or reject it.Rich Wrote A Guest Column For The RTD · Richmond's Morning News with Rich Herrera · Sep 28
- Discussed as a surveillance and privacy concern rather than an investing angle, with little market analysis.Ep 17: Nothing to Hide? Total Information Awareness, Palantir & Pre-Crime · The Pole Shift · Oct 4
- A class action alleging price fixing by memory makers is mentioned without a verdict.Rewind 05 – RAMmageddon Part 9: The Kitchen-Table Moment · RAMmageddon – DigitalWasteland · Oct 2
Show 9 moreShow fewer
- Hosts question whether a coordinated lab slowdown would amount to an illegal oligopoly under current antitrust law.Trump Says AI's Only Guardrail Is a "High IQ President" · Pretrained · Oct 1
- FTC and several states are moving to restrict personalized pricing and require algorithmic pricing disclosures.Is Walmart Lying to Us? · Clownfish TV Podcasts · Oct 1
- Ethics waivers and conflicts of interest for officials with AI stakes are discussed factually.All-In: How AI Power Chooses Sides in US Politics · Dan's AI Intel · Sep 30
- States sue the FAA over drone delivery noise and environmental review, a regulatory dispute with uncertain outcome.Army’s $7 Billion Counter-Drone Push, DJI Chip Ban & Lowe’s Drone Delivery · UAV News Talk – Drone News, eVTOLs, UAS Policy & Air Mobility · Sep 30
- Senators introduced a bill to ban dynamic pricing, which the host mentions as a regulatory response.WALMART: Digital Price Tags Will Be the New Normal · Philip Teresi · Sep 29
- Democrats in Congress are weighing differing approaches to tech oversight next year.Readback: I stumbled into a surprise Trump news conference · The Daily Punch · Oct 3
- Regulatory and legal process around Manchester City's appeal discussed without clear investment lean.Injured Tzolis set for scan + Emirates refurb latest & FA issue City statement · Inside Arsenal - with Charles Watts · Oct 2
- Brief coverage of a prosecutor referral tied to a social media startup fraud case.The Daily Herold: 10/1/26 - Project Meridian, Auto WarCom, and a Ted Kaczynski Deep Dive · Badlands Media · Oct 2
- Discussion of tech titans' influence over government and information with no clear investment angle.THE PROPHECY NEWS PODCAST: Donald Trump Rebrands AI By Launching The Super Intelligence Accord · NTEB BIBLE RADIO: Rightly Dividing · Sep 30
Around it
Companies named
- Microsoft 2
- Dominion Energy1
- NextEra Energy1
- Walmart 1
- Apple 1
- DoorDash 1
Shows that covered it most
- Latte Firm - Arsenal FC x1
- Richmond's Morning News with Rich Herrera1
- Scaling Theory1
- The GIG Economy Podcast1
- Philip Teresi1
- Dan's AI Intel1
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.
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