Speaking Of

Brookside Research · brooksideresearch.com

Speaking Of is a podcast by Brookside Research that digs into the connections between companies, market sectors, and the global economy. Hosted by Alec Foege, a former journalist turned investigative researcher, and Jonathan Blum, an author and data storyteller, the show blends worldly curiosity with real-time investment analysis, uncovering the stories behind everyday products and services that shape our future. Tune in to discover the undiscovered.

19 episodes

1mo ago latest

monthly cadence

English language

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Episodes 19

It’s Germany, Stupid: Deutsche Bank (NYSE: DB)
1mo ago · 20:29
This week, we dig into the subtle, but profound, shift in investor interest towards Europe. We explore how there might just be a redemption story looming for one of the world’s most troubled banks: Deutsche Bank.
The Spotify Effect Devours AI: (NYSE: SPOT)
5mo ago · 19:57
A.I. anxieties overlook decades of excellent sales and margin data, especially from the music industry. Streaming giant Spotify makes it crystal clear the challenges that are ahead.
Game of Drones: Archer Aviation (ACHR)
7mo ago · 25:56
In this episode, we take a deep dive into Archer Aviation and the electric vertical takeoff and landing (eVTOL) market.
Putting the “Value” Back in EV: General Motors (NYSE: GM)
10mo ago · 25:56
The value of the American auto giant soared on improved tariff agreements, better profits from traditional SUVs, and the rollback of low-margin EV production. We discuss the hidden long-term opportunities for electric vehicles.
Unfriendly Skies UPSIDE: Ducommun (DCO)
1y ago · 18:24
Worries over aviation safety overlook a growing shortage in the spare parts needed to keep aging wide-body jets in service. One of California’s oldest companies, Ducommun (DCO), stands to benefit handsomely.
The Great Google Short
1y ago · 22:03
In this episode, we discuss the rise of Google’s competitors and the potential for a succession battle for CEO.
U.S. Natural Gas Exports Smoke BP
1y ago · 21:03
In this episode, we take a closer look at natural gas, as BP and its rivals scale back plans to invest in green energy.
Tariffs, Medieval Venice, and a Well-Positioned Spanish Power Utility
1y ago · 22:30
In this episode, we take a closer look at tariffs, medieval Venice, and the Spanish power utility Iberdrola.
e-Therapeutics Healthy at Consumer Electronics Show: Abbott Labs (ABT)
1y ago · 24:28
In this episode, we discuss the recent Consumer Electronics Show and so-called “e-Therapautics,” that seem to threaten both pharmaceutical companies and health care practitioners.
Energy Market, Electrical Demand, and the Role of Nuclear Energy
1y ago · 21:44
In this episode, we explore the energy market, electrical demand, and the role of nuclear energy.
Sustainability
1y ago · 17:13
In this episode, we discuss sustainability, new green steel processes, and the need for renewable energy.
Crafty AI, eBay of Value & CVS Reboot
2y ago · 24:54
In this episode, we discuss large language models that are probably degrading answers; how once-crusty online marketplace eBay is seeing new life; and how CVS Health might emerge as the major player on a restructured health industry. We also touch on the upside in the insurance during hurricane season.
Re-Valued Investing, Freemium AI & Dangerous Minerals
2y ago · 23:57
In this episode, we discuss value investing, artificial intelligence, and mining for critical minerals in electric vehicle batteries.
Commercial Pilots, Peak Amazon, and SEC vs. Cryptocurrency
2y ago · 24:30
In this episode we discuss commercial pilots, peak Amazon and SEC v. cryptocurrency.
Global Recession, the Coatings Industry, and TechTarget
2y ago · 25:51
In this episode we discuss a global recession, the coatings industry and TechTarget.
Riots in France, Semi-Private Air Travel, and Microsoft AI
3y ago · 28:51
In this episode we discuss the riots in France, semi-private air travel and Microsoft AI.
Inflation, Commercial Real Estate Vacancies, and the Rise of AI
3y ago · 25:33
In this episode we discuss inflation, vacancy rates in commercial real estate and artificial intelligence.
Graphite, China, and Global Economy: Plus, Commercial Real Estate & Elon Musk
3y ago · 27:27
In this episode we discuss graphite and how critical minerals relate to China and the global economy. Finally, we discuss vacancy rates in commercial real estate and Elon Musk.
Inaugural Episode: DOD, Musk’s Impact, and the Future of Open-Source Intelligence
3y ago · 30:34
In this our, inaugural episode, we discuss topics for the news section of our website, including DODs strategic interest in graphite; we move on to Twitter, Tesla, and Elon Musk. Finally, we discuss the ramifications of open-source intelligence technology.

Episodes

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Speaking Of

Episodes 19

It’s Germany, Stupid: Deutsche Bank (NYSE: DB)

The Spotify Effect Devours AI: (NYSE: SPOT)

Game of Drones: Archer Aviation (ACHR)

Putting the “Value” Back in EV: General Motors (NYSE: GM)

Unfriendly Skies UPSIDE: Ducommun (DCO)

The Great Google Short

U.S. Natural Gas Exports Smoke BP

Tariffs, Medieval Venice, and a Well-Positioned Spanish Power Utility

e-Therapeutics Healthy at Consumer Electronics Show: Abbott Labs (ABT)

Energy Market, Electrical Demand, and the Role of Nuclear Energy

Sustainability

Crafty AI, eBay of Value & CVS Reboot

Re-Valued Investing, Freemium AI & Dangerous Minerals

Commercial Pilots, Peak Amazon, and SEC vs. Cryptocurrency

Global Recession, the Coatings Industry, and TechTarget

Riots in France, Semi-Private Air Travel, and Microsoft AI

Inflation, Commercial Real Estate Vacancies, and the Rise of AI

Graphite, China, and Global Economy: Plus, Commercial Real Estate & Elon Musk

Inaugural Episode: DOD, Musk’s Impact, and the Future of Open-Source Intelligence

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Episodes 19

It’s Germany, Stupid: Deutsche Bank (NYSE: DB)

The Spotify Effect Devours AI: (NYSE: SPOT)

Game of Drones: Archer Aviation (ACHR)

Putting the “Value” Back in EV: General Motors (NYSE: GM)

Unfriendly Skies UPSIDE: Ducommun (DCO)

The Great Google Short

U.S. Natural Gas Exports Smoke BP

Tariffs, Medieval Venice, and a Well-Positioned Spanish Power Utility

e-Therapeutics Healthy at Consumer Electronics Show: Abbott Labs (ABT)

Energy Market, Electrical Demand, and the Role of Nuclear Energy

Sustainability

Crafty AI, eBay of Value & CVS Reboot

Re-Valued Investing, Freemium AI & Dangerous Minerals

Commercial Pilots, Peak Amazon, and SEC vs. Cryptocurrency

Global Recession, the Coatings Industry, and TechTarget

Riots in France, Semi-Private Air Travel, and Microsoft AI

Inflation, Commercial Real Estate Vacancies, and the Rise of AI

Graphite, China, and Global Economy: Plus, Commercial Real Estate & Elon Musk

Inaugural Episode: DOD, Musk’s Impact, and the Future of Open-Source Intelligence

Podcast 森辺一樹のグローバル・マーケティング〜すべてはアジアで売るために〜