JULY 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
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Episodes analysed
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Ideas extracted
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Tickers covered
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Theses first heard here
Theses first heard here, picked up this month
Credit spreads signal market complacencyPICKED UP BY BLOOMBERG SURVEILLANCE, THOUGHTFUL MONEY, BARRON'S STREETWISE, THE DIVIDEND CAFE, ANIMAL SPIRITS, EXCESS RETURNS, THE ACQUIRERS PODCAST
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