Futurum Equities Podcast

CPUs Are Cool Again | Ep 37

In this episode of the Futurum Equity Podcast, Daniel Newman and Shay Boloor break down why CPUs are suddenly back at the center of the tech conversation—and what that means for the future of computing and investing. As AI workloads evolve and data center demands shift, they explore how CPUs are regaining relevance alongside GPUs, reshaping the competitive landscape across semiconductors and cloud infrastructure. Daniel and Shay connect the dots between performance trends, market sentiment, and capital flows, offering a clear perspective on how this shift could impact valuations and where investors should be paying attention next.

Are We Buying the Dip | Ep 36

In this episode of the Futurum Equities Podcast, hosts Daniel Newman and Shay Boloor break down the market volatility shaking investor confidence, why NVIDIA’s current price action may have less to do with the company itself and more to do with broader macro pressure, and how geopolitical risk is driving sentiment across tech and growth stocks. They dig into what’s happening beneath the surface of the NASDAQ, discuss whether AI leaders are being unfairly repriced, and explain what smart investors should actually be watching right now. If you want sharp market insight without the noise, this episode delivers real perspective on where tech, AI, and equities may be headed next.

Nvidia’s GTC Wasn’t the Story You Think | Ep 35

In this episode of the Futurum Equities Podcast, hosts Shay Boloor and Daniel Newman break down why NVIDIA’s GTC event mattered far beyond the headlines and why the market may be missing the bigger strategic signals. Daniel shares firsthand takeaways from being on the ground at GTC, highlighting how this year’s energy, scale, and enterprise focus felt fundamentally different from prior conferences. The discussion also connects Nvidia’s momentum to broader AI infrastructure trends, while examining why market volatility and short-term price action may be distracting investors from longer-term opportunities. Shay and Daniel close by tying the conference narrative back to current market weakness, explaining what investors should actually be watching next.

The Biggest AI Event of the Year Is Here | Ep 34

In Episode 34 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor go live during another volatile Friday to break down what’s actually driving markets. They discuss the latest pullback, the impact of geopolitical tension and oil prices on inflation expectations, and how those pressures could shape the Fed’s next moves. Daniel and Shay also examine why hedge funds may be de-risking, why Bitcoin’s resilience matters, and how investors should think about fear when multiple macro variables hit at once. The conversation then shifts to AI infrastructure, data centers, and the next phase of the buildout. They cover Nvidia’s positioning, Oracle’s data center strategy, inference demand, software trust, and why the biggest long-term value in AI may ultimately emerge at the application layer. The episode also touches on Rubrik, CoreWeave, OpenAI, and which companies are best positioned to keep funding the AI expansion. This episode is built for investors looking to stay calm, think clearly, and separate short-term noise from durable long-term trends.

Is Stagflation here? | Futurum Equities Ep. 33

In this episode of the Futurum Equities Podcast, hosts Daniel Newman and Shay Boloor break down a surprising jobs report showing weaker employment growth, rising unemployment, and stubborn wage inflation.
They explore why this combination creates a major challenge for the Federal Reserve—where slowing growth would normally call for rate cuts, but persistent inflation could keep policy tighter for longer.
The discussion also dives into energy prices, market volatility, and what these macro signals could mean for stocks, tech, and the broader economy in the months ahead.

Is AI Taking Your Job ? | Futurum Equities Ep. 32

Explore OpenAI's massive funding rounds, with Amazon, Nvidia, and SoftBank investing billions. This episode delves into the AI market's 'doomsday scenario' and investor ROI concerns, contrasting them with significant capital injections. Discover how AI productivity gains are reshaping workforces and the future of SaaS versus AI platforms.

Why NVIDIA Will Save The Market | Futurum Equities Ep. 31

In Episode 31 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor go live during a volatile trading session to break down what’s really happening beneath the headlines.The episode dives into recent market turbulence, sharp pullbacks across fintech and growth stocks, and the shifting narratives around software, data centers, memory, and cybersecurity. With SoFi under pressure and broader tech sentiment rotating quickly, Daniel and Shay examine whether these moves reflect structural change or short-term overreaction.
They also discuss the psychological side of investing during fast-moving markets, the impact of macro events on volatility, and how algorithm-driven trading continues to amplify price swings. Throughout the conversation, the focus remains on disciplined capital allocation, long-term conviction, and identifying where fundamentals still support durable growth.

SaaSPocalypse 2026 | Futurum Equities Ep. 30

Market volatility is back — and crypto is once again influencing broader investment behavior. In this episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor break down recent stock price declines across healthcare, quantum, and high-growth technology, and explain what these moves reveal about capital rotation and shifting risk appetite.
Daniel and Shay analyze the relationship between crypto sentiment and traditional equities, the expanding role of AI in software development, and the execution challenges facing major tech companies. They discuss how algorithmic trading and rapid narrative shifts can amplify volatility, and why investors must stay disciplined during periods of uncertainty.
The episode emphasizes long-term strategy, thoughtful analysis, and identifying durable growth opportunities rather than reacting to short-term market swings.

Is Software Dead? | Futurum Equities Podcast Ep. 29

In this episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor focus on current market conditions and their own investment experiences during periods of uncertainty.
They discuss recent market downturns, lessons learned from past crises, and how psychology often drives decision-making in volatile environments. The conversation also explores the relationship between crypto and equities, the growing influence of algorithms and AI, and how market structure continues to evolve.

Shay & Daniel Have A Special Announcement | Futurum Equities Ep. 28

In this special live episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor come together to share an important announcement with the Futurum Equities community.The conversation also touches on current market dynamics, long-term investing themes, and how the team is thinking about what comes next. This episode is designed to provide context, perspective, and a first look at what Daniel and Shay are building behind the scenes.