SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
8
Episodes analysed
108
Ideas extracted
5
Tickers covered
10
Theses first heard here
Top names · share of all tracked discussion
META2 OF 179 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION
NU1 OF 2 ATTRIBUTED IDEAS · 50% OF THE TRACKED CONVERSATION
PLD1 OF 2 ATTRIBUTED IDEAS · 50% OF THE TRACKED CONVERSATION
SAN1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
UBS1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Prediction markets' institutional adoption pathPICKED UP BY BANKLESS
Banks can win by adopting stablecoinsPICKED UP BY MACRO MUSINGS WITH DAVID BECKWORTH
Regulatory battle: financial instrument vs. gamblingPICKED UP BY PROF G MARKETS
AI cost plummeting unlocks new use casesPICKED UP BY THE DERIVATIVE
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