Claim OwnershipEquity Empire Podcast
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© Colin Tedards
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Welcome to The Equity Empire Podcast, your source for cutting-edge financial news and in-depth discussions on the most pressing issues in investing. From market trends to economic shifts, we break down complex topics with expert insights, actionable strategies, and a sharp focus on building wealth in today’s dynamic landscape. Whether you’re a seasoned investor or just starting out, join us as we navigate the world of finance and empower you to rule your financial future.
15 Episodes
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1Wall Street is obsessed with legacy software and the cloud data center. But the agentic layer is guaranteed to replace humans inside organizations — and that work isn't going to the cloud. I break down why on-prem hardware is about to have its biggest moment in 15 years, which companies benefit (Apple, Nvidia, Dell, Intel, AMD, IBM, Oracle), and why the choice between renting the cloud and owning your own AI will be obvious.
SaaS stocks are selling off and Wall Street is debating whether Salesforce and Adobe can pick themselves up off the mat. But the bigger opportunity isn't in old software — it's in a brand new layer of the economy. AI agents aren't tools you use. They're workers you deploy. And that changes everything — payments, security, identity, hardware, and operating systems all need to be rebuilt for this new layer. I walk through the three phases of how this rolls out, who wins at each phase, and why smart investors are getting positioned now while Wall Street is still a year behind.
Nvidia can only sell what TSMC can build. OpenAI can only ship what compute allows. Even the power grid is a constraint. I walk through why every AI winner so far has been supply-limited, why Jevons Paradox means removing those limits won't slow spending, and where the uncapped Phase Two opportunity emerges. Plus the inference flip data from this week's article.
A subscriber asked what drives asset manager stocks. Here's a deal BlackRock and KKR aren't the same business. I break down the two camps what makes each one move, and why the coming wave of IPOs could be a catalyst for both. Plus the AI infrastructure connection nobody's talking about yet.
For two years, AI capex was funded by excess — buybacks stayed huge, free cash flow stayed solid. In 2026, that changes. Meta, Google, Microsoft are now spending beyond their free cash flow. The demand is real, but certain investors can't hold these names anymore. I explain the shift from "funded by excess" to "funded by commitment" — and why patient investors have the edge.
The SaaS sector just had its worst day since Covid. Wall Street is selling everything — but they're making the same mistake they always make: lumping all software together. AI isn't killing software, it's replacing salaries. That's great for some companies and devastating for others. I walk through the three camps of SaaS and why the same trend destroying one group is fueling another.
Google and Meta are building the full AI stack. Apple, Amazon, and Microsoft are partnering. Both can't be right. If LLMs commoditize, the partners win. If LLMs stay differentiated, the builders win. I break down the divergence, the stakes, and what it means for each stock heading into 2026.
Everyone's talking about Meta's spending on AI. I'm talking about what Zuckerberg actually said on the conference call. He laid out a product roadmap where AI understands your personal goals, generates content specifically for you, and tailors your feed to improve your life. This isn't incremental — it's a paradigm shift for social media.
OpenAI just started testing ads in ChatGPT. $60 CPM — 3-4x what Meta charges. Everyone's asking if this kills Google and Meta's ad business. I think they're missing the point.Send me your questions for a future show: team@myequityempire.com
Intel shares dropped from $55 to $42 after earnings. Subscribers are asking: is the turnaround real? Should you buy the dip? I break down my history with this stock (called the top AND the bottom), the bear case on margins and market share, the bull case on foundry and datacenter demand, and why this $200B company could be worth $1 trillion if they nail the next decade. Plus: why I treat Intel like Tesla — a speculative blue chip with asymmetric upside.Send your questions and topics to: team@myequityempire.com
Everyone on Wall Street is bearish on software. They think AI lets you vibe code your own CRM. Here's what they're missing: more software being built means MORE infrastructure demand—databases, observability, security, APIs. I break down the infrastructure layer thesis, explain where it sits in the AI stack, and share why I think this is the most underpriced opportunity in 2026.Send me your topics and suggestions: team@myequityempire.com
Today I discuss a recent interview where Elon Musk pushed back the timeline for Optimus. That was expected, but the goals have shifted and it opens the door for someone to leapfrog the robotics industry like the iPhone and ChatGPT did. Send me your show ideas: team@myequityempire.com
Welcome to the Equity Empire podcast! Today I discuss the Trump tariffs. Many nations responded, but China digs in. What this means for the global markets and US stock investors.
Semiconductor stocks have been falling all year, despite the fact that AI demand seems like it's off the charts. Today Colin and John talk about the state of the AI and semiconductor trade in 2025.
Welcome to the Equity Empire podcast! Today we discuss China's advancements in AI. How Apple is going to use domestic Chinese AI software on its phones. Smart factories already operating in the country. What this means for America.Connect with me on social media: https://lnk.bio/equityempire
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