Attention report
Thoughtful Money
SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
18
Episodes analysed
273
Ideas extracted
52
Tickers covered
32
Theses first heard here
Top names · share of all tracked discussion
SPY8 OF 89 ATTRIBUTED IDEAS · 9% OF THE TRACKED CONVERSATION
TLT5 OF 34 ATTRIBUTED IDEAS · 15% OF THE TRACKED CONVERSATION
XLK4 OF 11 ATTRIBUTED IDEAS · 36% OF THE TRACKED CONVERSATION
GDX3 OF 8 ATTRIBUTED IDEAS · 38% OF THE TRACKED CONVERSATION
BBDC2 OF 2 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Treasury debasement via long-end yield controlPICKED UP BY PROF G MARKETS, TOP TRADERS UNPLUGGED, ODD LOTS, THE JULIA LA ROCHE SHOW, CNBC FAST MONEY
Secular shift to higher inflation regimePICKED UP BY WHAT BITCOIN DID, PROF G MARKETS, EXCESS RETURNS, BLOOMBERG SURVEILLANCE
Mass-manufactured nuclear reactors for AI data centersPICKED UP BY GOLDMAN SACHS EXCHANGES, MACROVOICES
Venezuela oil deal as strategic win-winPICKED UP BY CNBC FAST MONEY, ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Private credit stress a healthy wake-up callPICKED UP BY MONETARY MATTERS WITH JACK FARLEY, COMMODITY CULTURE
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