Attention report
The Alpha Exchange
JULY 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
5
Episodes analysed
40
Ideas extracted
10
Tickers covered
5
Theses first heard here
Top names · share of all tracked discussion
MU4 OF 83 ATTRIBUTED IDEAS · 5% OF THE TRACKED CONVERSATION
SNDK2 OF 8 ATTRIBUTED IDEAS · 25% OF THE TRACKED CONVERSATION
TLT2 OF 6 ATTRIBUTED IDEAS · 33% OF THE TRACKED CONVERSATION
000660.KS1 OF 28 ATTRIBUTED IDEAS · 4% OF THE TRACKED CONVERSATION
GOOGL1 OF 147 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Broad index funds for wealth vs gamblingPICKED UP BY OPTIMAL FINANCE DAILY, ART OF INVESTING, WEALTHION - BE FINANCIALLY RESILIENT, THE JULIA LA ROCHE SHOW, THE BEST EVER CRE SHOW, THE MEB FABER SHOW, EXCESS RETURNS, CAPITAL ALLOCATORS, THE RATIONAL REMINDER PODCAST, COMMODITY CULTURE, THE DERIVATIVE, MASTERS IN BUSINESS
Private equity face higher rate distressPICKED UP BY MONETARY MATTERS WITH JACK FARLEY, TOP TRADERS UNPLUGGED, PLANET MICROCAP PODCAST, EXCESS RETURNS, CAPITAL ALLOCATORS, THE RATIONAL REMINDER PODCAST, THE DERIVATIVE, MASTERS IN BUSINESS
Integrated risk: correlation, single-stock vol, and cheap insurancePICKED UP BY CNBC FAST MONEY
Leveraged ETF mechanics create unstable feedback loopsPICKED UP BY EXCESS RETURNS, BANKLESS, MOTLEY FOOL MONEY
Scaling into and out of inverse VIXPICKED UP BY MONETARY MATTERS WITH JACK FARLEY, THE OPTIONS INSIDER RADIO NETWORK
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