Attention report
The Alpha Exchange
SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
4
Episodes analysed
47
Ideas extracted
5
Tickers covered
24
Theses first heard here
Top names · share of all tracked discussion
GLD1 OF 10 ATTRIBUTED IDEAS · 10% OF THE TRACKED CONVERSATION
HYG1 OF 3 ATTRIBUTED IDEAS · 33% OF THE TRACKED CONVERSATION
IBIT1 OF 14 ATTRIBUTED IDEAS · 7% OF THE TRACKED CONVERSATION
SPY1 OF 89 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION
TLT1 OF 34 ATTRIBUTED IDEAS · 3% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
AI euphoria mirrors dot-com bubble warning signsPICKED UP BY WEALTHION - BE FINANCIALLY RESILIENT, EXCESS RETURNS, PROF G MARKETS, EURODOLLAR UNIVERSITY, COMMODITY CULTURE, THE ACQUIRERS PODCAST, BLOOMBERG SURVEILLANCE, WHAT BITCOIN DID, THE MEB FABER SHOW
AI picks-and-shovels hardware trade verticalPICKED UP BY PLANET MICROCAP PODCAST, GOLDMAN SACHS EXCHANGES: THE MARKETS, GOLDMAN SACHS EXCHANGES, THOUGHTFUL MONEY, BLOOMBERG SURVEILLANCE
Elevated profit margins stalling the business cyclePICKED UP BY EURODOLLAR UNIVERSITY
Gold as a hedge for US political uncertaintyPICKED UP BY THE MEB FABER SHOW
Integrated risk: correlation, single-stock vol, and cheap insurancePICKED UP BY THE COMPOUND AND FRIENDS, FORWARD GUIDANCE
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