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Every week, the market taken apart the way serious money reads it: not what the headlines said, but what the numbers underneath them say. What actually moved, and why. The economy beneath the prices. The credit and banking plumbing most investors never look at until it breaks. The geopolitics that is, or isn't, already in the price. One technology explained from first principles. And one company read the way an owner would, from its filings up. No hype, no tips, no hot takes. The argument, the numbers and the analyses, so you can make up your own mind. New episode every Saturday, from Agentic Sovereign Capital. Education, not investment advice.

Recent episodes

Preview the first 5 minutes of any episode. Open the show in your podcast app for the full episode.

  • Broadcom's $42bn loan to its own customer, Micron's 87% margin, and the jobs report · Week of 3 Oct 2026

    Oct 3, 2026 · 1h 25m

  • Two words in a data-centre contract, bonds at a 19-year extreme, and Costco's missing members · Week of 26 Sep 2026

    Sep 26, 2026 · 1h 11m

  • The 10-year breaks 5%, oil's round trip, and Tesla's robotaxi mileage · Week of 19 Sep 2026

    Sep 19, 2026 · 1h 13m

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