Futurum Equities Podcast
(Hosted by Shay Boloor and Daniel Newman)
We’re not here to recap headlines. We’re here to unpack how Nvidia’s architecture is reshaping data centers. How AI agents will disrupt every enterprise. The markets are about to get harder. AI is about to explode and chance the world. The next five years will break most of the frameworks people have used for the last decade. That’s exactly why we’re doing this. Because if you want to survive this next cycle, you need to understand how real tech scales and how money moves around it. The Futurum Equities podcast is committed to deliver Insights from the Inside with each and every episode.
Listen on:
Episodes
Friday Aug 22, 2025
Friday Aug 22, 2025
The episode covers market reactions to Powell's comments at Jackson Hole, highlighting a shift from inflation to employment risks and potential rate cuts. It discusses challenges in the housing market due to high interest rates and strong earnings growth in tech, particularly from AI advancements. Intel's position in CPUs is noted, along with the importance of a US foundry network. The AI market's growth potential and biotech investment complexities are also addressed.
Friday Aug 15, 2025
Friday Aug 15, 2025
In the 10th episode of the Future Equities Podcast, the hosts examine how Trump and Putin’s meeting in Alaska might move global equities. They suggest that easing geopolitical tensions could lift investor sentiment, potentially driving gains in energy, defense, and transportation stocks. The discussion connects Trump’s pledge to end the Russia–Ukraine war quickly with possible market rallies, especially in commodities and oil-related sectors. They emphasize that this event could trigger significant short-term trading opportunities.
Tuesday Aug 12, 2025
Tuesday Aug 12, 2025
Daniel and Shay discuss urgent trends in the software industry, focusing on challenges faced by SaaS companies amid rising AI technologies. Insights from Monday.com's earnings report indicate cautious future expectations. Predictions suggest many SaaS companies may not survive. The conversation also covers market dynamics, investment strategies, and the impact of volatility on trading, with a focus on companies like Nvidia and AMD, and national security concerns regarding technology exports.
Monday Aug 11, 2025
Monday Aug 11, 2025
Episode eight shares a personal travel story while providing insights into the investment community during a tough earnings week. It discusses macroeconomic factors, including Trump's tariffs and their effects on tech companies like Intel. The episode also examines leadership styles, stock performances of AMD and NVIDIA, and the AI market's competitive landscape. Investment strategies and the financial positions of companies like Trade Desk and Hims are analyzed, highlighting the need for strategic pivots.
Friday Aug 01, 2025
Friday Aug 01, 2025
The hosts kick off the episode with a refreshed intro and dive into the topic of the market's recent pullback, questioning media claims of a new bear market. They discuss how short-term market drops, while grabbing headlines, often have limited long-term impact. Daniel emphasizes that current market movements feel more like fast, reactionary shifts tied to news rather than signs of a deeper downturn. The episode continues with a broader analysis of market sentiment and investor reactions.
Thursday Jul 31, 2025
Thursday Jul 31, 2025
The hosts open with lighthearted banter about attending tech events and Daniel Newman's growing celebrity status in the enterprise tech world. They reflect on their experiences engaging with industry professionals and navigating legacy tech environments. The episode dives into recent market dynamics, particularly around tech stocks and AI trends. Overall, it blends personal anecdotes with insights on the evolving intersection of technology, investing, and enterprise transformation.
Thursday Jul 31, 2025
Thursday Jul 31, 2025
The hosts continue their weekly streak with episode five, where Daniel Newman joins from a remote tropical location, hinting at it on social media but keeping it private. Despite being away, Daniel shares that his vacation turned into a working trip, reflecting his ongoing commitment. The episode dives into market dynamics and investment sentiment, especially amid continuous tech and equity momentum. The team maintains a forward-looking tone, emphasizing consistency and engagement with their audience
Thursday Jul 31, 2025
Thursday Jul 31, 2025
The hosts celebrate the podcast's one-month anniversary amid a bullish market, noting SoFi’s surge to nearly $22 and Robinhood hitting $100. Bitcoin is climbing rapidly, and major indices like QQQ have rebounded from early dips. Daniel Newman acknowledges the market feels frothy short-term but remains confidently bullish on key stocks. The conversation highlights themes of tech momentum, investor sentiment, and strategic optimism despite market volatility.
Thursday Jul 31, 2025
Thursday Jul 31, 2025
The episode opens with a live fireside chat featuring hosts and guest analysts discussing recent developments at Futurum Equities. Ray Wang shares his experience joining the team as research director for semiconductors and immersion technology, expressing enthusiasm about the role. The conversation highlights key stocks like NVIDIA, Microsoft, Palantir, TSMC, AMD, SoFi, Robinhood, and Hims, analyzing their performance and market positioning. The hosts provide insights into broader tech trends, AI investment strategies, and the evolving landscape for growth-oriented equities.
Thursday Jul 31, 2025
Thursday Jul 31, 2025
The episode opens with a live fireside chat featuring hosts and guest analysts discussing recent developments at Futurum Equities. Ray Wang shares his experience joining the team as research director for semiconductors and immersion technology, expressing enthusiasm about the role. The conversation highlights key stocks like NVIDIA, Microsoft, Palantir, TSMC, AMD, SoFi, Robinhood, and Hims, analyzing their performance and market positioning. The hosts provide insights into broader tech trends, AI investment strategies, and the evolving landscape for growth-oriented equities.