Ethmos Podcast Pulse
Start free
← The Pulse · week of Oct 12–18
PodcastFull SignalOctober 15, 2026

Top Quant: Stocks to BUY before the AI bubble POPS

A quant strategist discusses the narrow, AI-driven stock market, bubble risks in AI capex and circular financing, disruption from AI to software and other industries, and stock-picking approaches.

The full card is a free trial away.

The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.

Read free — start your trial

14-day free trial

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.