Equity Empire Podcast

Colin Tedards
  • 5.0 (5)
  • INVESTING
  • UPDATED WEEKLY

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.

  1. 4D AGO

    On-Prem Is the New Cloud: The AI Hardware Trade Wall Street Will Miss

    Wall 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.

    38 min

  2. FEB 10

    Wall Street Is Focused on Old SaaS. Smart Money Sees the Agentic Layer.

    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.

    39 min

  3. FEB 10

    The AI Trade Everyone Is In ... Is Capped. Here's What Won't Be Soon

    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.

    51 min

  4. FEB 9

    Asset Managers Explained: KKR x BlackRock - Two Different Games

    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.

    30 min

  5. FEB 5

    Why Good AI News Isn't Moving Stocks (The Risk Nobody's Talking About)

    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.

    34 min

  6. FEB 3

    Software Is Replacing Salaries — And It's Sorting SaaS Into Winners and Losers

    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.

    40 min

  7. FEB 1

    Camp 1 vs. Camp 2: Big Tech's AI Strategies Have Diverged

    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.

    38 min

  8. JAN 29

    Meta's Shift That Will Change How 3 Billion Use The Internet

    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.

    17 min
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Ratings & Reviews

5
out of 5
5 Ratings

About

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.

Information

  • Creator
    Colin Tedards
  • Years Active
    2025 - 2026
  • Episodes
    15
  • Rating
    Explicit
  • Copyright
    © Colin Tedards
  • Show Website
    Equity Empire Podcast

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