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Attention report

Eurodollar University

SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
28
Episodes analysed
287
Ideas extracted
27
Tickers covered
20
Theses first heard here

Top names · share of all tracked discussion

NVDA5 OF 168 ATTRIBUTED IDEAS · 3% OF THE TRACKED CONVERSATION
GOOGL4 OF 112 ATTRIBUTED IDEAS · 4% OF THE TRACKED CONVERSATION
BX3 OF 4 ATTRIBUTED IDEAS · 75% OF THE TRACKED CONVERSATION
KR3 OF 7 ATTRIBUTED IDEAS · 43% OF THE TRACKED CONVERSATION
AMZN2 OF 68 ATTRIBUTED IDEAS · 3% OF THE TRACKED CONVERSATION

Theses first heard here, picked up this month

Invest along the K-shaped economy's winnersPICKED UP BY WHAT BITCOIN DID
Weak bond demand signals credit stressPICKED UP BY THE INSIGHT BY OAKTREE CAPITAL, WHAT BITCOIN DID, THE BUSINESS BREW
Credit cycle downswing as the key signalPICKED UP BY EXCESS RETURNS, THE DIVIDEND CAFE
AI trade in a bubble with poor market breadthPICKED UP BY EXCESS RETURNS
Oil market stress hidden in derivativesPICKED UP BY MARKETPLACE

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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION