{"podcast":{"title":"The Synopsis","slug":"the-synopsis-6505916","podcast_index_feed_id":6505916,"rss_url":"https://feeds.libsyn.com/481071/rss","website_url":"https://sites.libsyn.com/481071","image_url":"https://static.libsyn.com/p/assets/5/2/d/7/52d76b8b82d0390516c3140a3186d450/The_Synopsis_Podcast_Logo-20260225-5hcpjhqhg8.png","author":"Drew Cohen","episode_count":140,"summary":"In this podcast we share our insights from hundreds of hours of investment research and various topics Drew Cohen has covered on his YouTube Channel and Five Minute Money Newsletter. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, business-specific issues, and want to know the deep details. We approach investing from the perspective of business owners, instead of Wall Street Commentators. Drew Cohen is an investment manager, registered investment advisor, and founder of Speedwell Research, which produces in-depth research reports for hedge funds and asset managers. Speedwell Research spends hundreds of hours researching public businesses and I share my insights in various episodes. Start listening today to become a better analyst, investor and business-person.","last_synced_at":"2026-07-23T22:19:12.092819+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916"},"episodes":[{"title":"Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber","slug":"dialogue-ai-saas-risk-again-atlassian-duolingo-uber","published_at":"2026-07-23T10:30:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-ai-saas-risk-again-atlassian-duolingo-uber","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-ai-saas-risk-again-atlassian-duolingo-uber","duration_seconds":3713,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-ai-saas-risk-again-atlassian-duolingo-uber/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-ai-saas-risk-again-atlassian-duolingo-uber.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Dialogue. Netflix Investment Update and Why Renting Isn't Throwing Money Away","slug":"dialogue-netflix-investment-update-and-why-renting-isn-t-throwing-money-away","published_at":"2026-07-15T10:30:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-netflix-investment-update-and-why-renting-isn-t-throwing-money-away","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-netflix-investment-update-and-why-renting-isnt-throwing-money-away","duration_seconds":2710,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-netflix-investment-update-and-why-renting-isn-t-throwing-money-away/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-netflix-investment-update-and-why-renting-isn-t-throwing-money-away.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Dialogue. Copart, Adobe, and Uber Business Updates","slug":"dialogue-copart-adobe-and-uber-business-updates","published_at":"2026-07-03T10:30:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-copart-adobe-and-uber-business-updates","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-copart-adobe-and-uber-business-updates","duration_seconds":3922,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-copart-adobe-and-uber-business-updates/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-copart-adobe-and-uber-business-updates.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Dialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy","slug":"dialogue-cash-is-not-trash-inflation-hedges-portfolio-strategy","published_at":"2026-06-18T14:44:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-cash-is-not-trash-inflation-hedges-portfolio-strategy","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-cash-is-not-trash-inflation-hedges-portfolio-strategy","duration_seconds":2570,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-cash-is-not-trash-inflation-hedges-portfolio-strategy/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-cash-is-not-trash-inflation-hedges-portfolio-strategy.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle","slug":"dialogue-ai-bubbles-reflexivity-and-where-we-are-in-the-cycle","published_at":"2026-06-10T11:30:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-ai-bubbles-reflexivity-and-where-we-are-in-the-cycle","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-ai-bubbles-reflexivity-and-where-we-are-in-the-cycle","duration_seconds":3564,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-ai-bubbles-reflexivity-and-where-we-are-in-the-cycle/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-ai-bubbles-reflexivity-and-where-we-are-in-the-cycle.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update","slug":"dialogue-s-p-500-valuation-intuit-csu-earnings-sea-and-meli-update","published_at":"2026-05-26T11:30:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-s-p-500-valuation-intuit-csu-earnings-sea-and-meli-update","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-sp-500-valuation-intuit-csu-earnings-sea-and-meli-update","duration_seconds":3683,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-s-p-500-valuation-intuit-csu-earnings-sea-and-meli-update/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-s-p-500-valuation-intuit-csu-earnings-sea-and-meli-update.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Interview. Highest Conviction Investments and Investing Lessons with Rose Celine","slug":"interview-highest-conviction-investments-and-investing-lessons-with-rose-celine","published_at":"2026-05-07T10:45:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-highest-conviction-investments-and-investing-lessons-with-rose-celine","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-highest-conviction-investments-and-investing-lessons-with-rose-celine","duration_seconds":5760,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/interview-highest-conviction-investments-and-investing-lessons-with-rose-celine/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-highest-conviction-investments-and-investing-lessons-with-rose-celine.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Interview. Former Coupang VP on Ecommerce Landscape, 1P vs 3p, and Expansion Plans","slug":"interview-former-coupang-vp-on-ecommerce-landscape-1p-vs-3p-and-expansion-plans","published_at":"2026-05-01T18:03:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-former-coupang-vp-on-ecommerce-landscape-1p-vs-3p-and-expansion-plans","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-former-coupang-vp-on-ecommerce-landscape-1p-vs-3p-and-expansion-plans","duration_seconds":3582,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/interview-former-coupang-vp-on-ecommerce-landscape-1p-vs-3p-and-expansion-plans/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-former-coupang-vp-on-ecommerce-landscape-1p-vs-3p-and-expansion-plans.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Interview. Hedge Fund Manager's Top Investments with Hayden Capital's Fred Liu","slug":"interview-hedge-fund-manager-s-top-investments-with-hayden-capital-s-fred-liu","published_at":"2026-04-23T20:30:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-hedge-fund-manager-s-top-investments-with-hayden-capital-s-fred-liu","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-hedge-fund-managers-top-investments-with-hayden-capitals-fred-liu","duration_seconds":4427,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/interview-hedge-fund-manager-s-top-investments-with-hayden-capital-s-fred-liu/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-hedge-fund-manager-s-top-investments-with-hayden-capital-s-fred-liu.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Dialogue. Private Credit Unraveling, Taxes & Investing, Key Insights from Investor Interviews","slug":"dialogue-private-credit-unraveling-taxes-investing-key-insights-from-investor-interviews","published_at":"2026-04-20T18:45:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-private-credit-unraveling-taxes-investing-key-insights-from-investor-interviews","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-private-credit-unraveling-taxes-investing-key-insights-from-investor-interviews","duration_seconds":3126,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-private-credit-unraveling-taxes-investing-key-insights-from-investor-interviews/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-private-credit-unraveling-taxes-investing-key-insights-from-investor-interviews.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Interview. Chris Mayer on Finding Quality Compounding Stocks","slug":"interview-chris-mayer-on-finding-quality-compounding-stocks","published_at":"2026-04-08T20:30:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-chris-mayer-on-finding-quality-compounding-stocks","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-chris-mayer-on-finding-quality-compounding-stocks","duration_seconds":5177,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/interview-chris-mayer-on-finding-quality-compounding-stocks/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-chris-mayer-on-finding-quality-compounding-stocks.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Interview. Bill Nygren on 25 Years of Beating the Market","slug":"interview-bill-nygren-on-25-years-of-beating-the-market","published_at":"2026-03-23T18:15:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-bill-nygren-on-25-years-of-beating-the-market","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-bill-nygren-on-25-years-of-beating-the-market","duration_seconds":4881,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/interview-bill-nygren-on-25-years-of-beating-the-market/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-bill-nygren-on-25-years-of-beating-the-market.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Interview. Shift4 CEO Taylor Lauber and CFO Christopher Cruz on Capital Allocation, Competition, and Global Blue Strategy.","slug":"interview-shift4-ceo-taylor-lauber-and-cfo-christopher-cruz-on-capital-allocation-competition-and-global-blue-strategy","published_at":"2026-03-18T10:30:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-shift4-ceo-taylor-lauber-and-cfo-christopher-cruz-on-capital-allocation-competition-and-global-blue-strategy","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-shift4-ceo-taylor-lauber-and-cfo-christopher-cruz-on-capital-allocation-competition-and-global-blue-strategy","duration_seconds":3939,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/interview-shift4-ceo-taylor-lauber-and-cfo-christopher-cruz-on-capital-allocation-competition-and-global-blue-strategy/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-shift4-ceo-taylor-lauber-and-cfo-christopher-cruz-on-capital-allocation-competition-and-global-blue-strategy.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Interview. Billionaire Square (Block) Cofounder Jim McKelvey on Competing Against Amazon","slug":"interview-billionaire-square-block-cofounder-jim-mckelvey-on-competing-against-amazon","published_at":"2026-03-12T11:00:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-billionaire-square-block-cofounder-jim-mckelvey-on-competing-against-amazon","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-billionaire-square-block-cofounder-jim-mckelvey-on-competing-against-amazon","duration_seconds":2619,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/interview-billionaire-square-block-cofounder-jim-mckelvey-on-competing-against-amazon/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-billionaire-square-block-cofounder-jim-mckelvey-on-competing-against-amazon.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Dialogue. Netflix Walks, Underlying Duolingo Growth Issues, and Bad Decisions at Paypal","slug":"dialogue-netflix-walks-underlying-duolingo-growth-issues-and-bad-decisions-at-paypal","published_at":"2026-03-05T11:30:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-netflix-walks-underlying-duolingo-growth-issues-and-bad-decisions-at-paypal","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-netflix-walks-underlying-duolingo-growth-issues-and-bad-decisions-at-paypal","duration_seconds":3392,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-netflix-walks-underlying-duolingo-growth-issues-and-bad-decisions-at-paypal/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-netflix-walks-underlying-duolingo-growth-issues-and-bad-decisions-at-paypal.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Dialogue. ServiceNow and an AI SaaS Risk Breakdown","slug":"dialogue-servicenow-and-an-ai-saas-risk-breakdown","published_at":"2026-02-23T18:46:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-servicenow-and-an-ai-saas-risk-breakdown","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-servicenow-and-an-ai-saas-risk-breakdown","duration_seconds":3339,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-servicenow-and-an-ai-saas-risk-breakdown/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-servicenow-and-an-ai-saas-risk-breakdown.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Company. How Shift4 Built and Bought an Integrated Payments Powerhouse","slug":"company-how-shift4-built-and-bought-an-integrated-payments-powerhouse","published_at":"2026-02-19T11:00:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/company-how-shift4-built-and-bought-an-integrated-payments-powerhouse","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/company-how-shift4-built-and-bought-an-integrated-payments-powerhouse","duration_seconds":6075,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/company-how-shift4-built-and-bought-an-integrated-payments-powerhouse/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/company-how-shift4-built-and-bought-an-integrated-payments-powerhouse.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Dialogue. SaaS Selling Off, CSU, and why Dating Apps Suck (as a Business)","slug":"dialogue-saas-selling-off-csu-and-why-dating-apps-suck-as-a-business","published_at":"2026-02-10T11:30:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-saas-selling-off-csu-and-why-dating-apps-suck-as-a-business","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-saas-selling-off-csu-and-why-dating-apps-suck-as-a-business","duration_seconds":2449,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-saas-selling-off-csu-and-why-dating-apps-suck-as-a-business/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-saas-selling-off-csu-and-why-dating-apps-suck-as-a-business.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Monologue. CSU Comments, plus AppFolio, Meta, & LVMH Updates","slug":"monologue-csu-comments-plus-appfolio-meta-lvmh-updates","published_at":"2026-02-05T12:00:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/monologue-csu-comments-plus-appfolio-meta-lvmh-updates","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/monologue-csu-comments-plus-appfolio-meta-lvmh-updates","duration_seconds":1670,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/monologue-csu-comments-plus-appfolio-meta-lvmh-updates/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/monologue-csu-comments-plus-appfolio-meta-lvmh-updates.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Dialogue. Breaking down Uber and the AV Threat","slug":"dialogue-breaking-down-uber-and-the-av-threat","published_at":"2026-01-28T16:00:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-breaking-down-uber-and-the-av-threat","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-breaking-down-uber-and-the-av-threat","duration_seconds":2783,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-breaking-down-uber-and-the-av-threat/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-breaking-down-uber-and-the-av-threat.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Interview. Former Board of Director at Prada on The Luxury Industry","slug":"interview-former-board-of-director-at-prada-on-the-luxury-industry","published_at":"2026-01-19T11:30:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-former-board-of-director-at-prada-on-the-luxury-industry","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-former-board-of-director-at-prada-on-the-luxury-industry","duration_seconds":3482,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/interview-former-board-of-director-at-prada-on-the-luxury-industry/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-former-board-of-director-at-prada-on-the-luxury-industry.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Dialogue. The Math Behind SpaceX's $1.5T Valuation","slug":"dialogue-the-math-behind-spacex-s-1-5t-valuation","published_at":"2026-01-15T11:30:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-the-math-behind-spacex-s-1-5t-valuation","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-the-math-behind-spacexs-15t-valuation","duration_seconds":2137,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-the-math-behind-spacex-s-1-5t-valuation/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-the-math-behind-spacex-s-1-5t-valuation.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Dialogue. Learning from 8 Common Mistakes Professional Investors Make (and What to Do Instead)","slug":"dialogue-learning-from-8-common-mistakes-professional-investors-make-and-what-to-do-instead","published_at":"2026-01-08T12:00:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-learning-from-8-common-mistakes-professional-investors-make-and-what-to-do-instead","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-learning-from-8-common-mistakes-professional-investors-make-and-what-to-do-instead","duration_seconds":3420,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-learning-from-8-common-mistakes-professional-investors-make-and-what-to-do-instead/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-learning-from-8-common-mistakes-professional-investors-make-and-what-to-do-instead.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Dialogue. CoreWeave Business Breakdown, End of the Year, Podcast Changes","slug":"dialogue-coreweave-business-breakdown-end-of-the-year-podcast-changes","published_at":"2025-12-30T11:30:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-coreweave-business-breakdown-end-of-the-year-podcast-changes","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-coreweave-business-breakdown-end-of-the-year-podcast-changes","duration_seconds":3261,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-coreweave-business-breakdown-end-of-the-year-podcast-changes/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-coreweave-business-breakdown-end-of-the-year-podcast-changes.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Dialogue. Coupang and RH Business Updates, Data Leak, 60% Discounts, Market Share Gainer","slug":"dialogue-coupang-and-rh-business-updates-data-leak-60-discounts-market-share-gainer","published_at":"2025-12-18T11:45:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-coupang-and-rh-business-updates-data-leak-60-discounts-market-share-gainer","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-coupang-and-rh-business-updates-data-leak-60-discounts-market-share-gainer","duration_seconds":3027,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-coupang-and-rh-business-updates-data-leak-60-discounts-market-share-gainer/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-coupang-and-rh-business-updates-data-leak-60-discounts-market-share-gainer.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Interview. A Deep Dive on Growth Investing with \"From Growth to Value\"","slug":"interview-a-deep-dive-on-growth-investing-with-from-growth-to-value","published_at":"2025-12-11T12:00:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-a-deep-dive-on-growth-investing-with-from-growth-to-value","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-a-deep-dive-on-growth-investing-with-from-growth-to-value","duration_seconds":4559,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/interview-a-deep-dive-on-growth-investing-with-from-growth-to-value/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-a-deep-dive-on-growth-investing-with-from-growth-to-value.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Dialogue. Constellation Software Dying? Copart Giving up Market Share? Business Updates!","slug":"dialogue-constellation-software-dying-copart-giving-up-market-share-business-updates","published_at":"2025-12-04T11:00:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-constellation-software-dying-copart-giving-up-market-share-business-updates","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-constellation-software-dying-copart-giving-up-market-share-business-updates","duration_seconds":2695,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-constellation-software-dying-copart-giving-up-market-share-business-updates/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-constellation-software-dying-copart-giving-up-market-share-business-updates.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Article. APi Global Business History","slug":"article-api-global-business-history","published_at":"2025-11-14T13:55:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/article-api-global-business-history","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/article-api-global-business-history","duration_seconds":943,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/article-api-global-business-history/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/article-api-global-business-history.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Dialogue. Axon and Floor & Decor 3Q25, 5 Years Flat Returns, Is Axon's Opportunity Large Enough?","slug":"dialogue-axon-and-floor-decor-3q25-5-years-flat-returns-is-axon-s-opportunity-large-enough","published_at":"2025-11-10T11:15:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-axon-and-floor-decor-3q25-5-years-flat-returns-is-axon-s-opportunity-large-enough","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-axon-and-floor-decor-3q25-5-years-flat-returns-is-axons-opportunity-large-enough","duration_seconds":3260,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-axon-and-floor-decor-3q25-5-years-flat-returns-is-axon-s-opportunity-large-enough/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-axon-and-floor-decor-3q25-5-years-flat-returns-is-axon-s-opportunity-large-enough.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales Spent on S&M","slug":"dialogue-meta-perimeter-solutions-and-costar-3q25-earnings-time-spent-competition-50-sales-spent-on-s-m","published_at":"2025-11-03T18:12:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-meta-perimeter-solutions-and-costar-3q25-earnings-time-spent-competition-50-sales-spent-on-s-m","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-meta-perimeter-solutions-and-costar-3q25-earnings-time-spent-competition-50-sales-spent-on-sm","duration_seconds":3020,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-meta-perimeter-solutions-and-costar-3q25-earnings-time-spent-competition-50-sales-spent-on-s-m/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-meta-perimeter-solutions-and-costar-3q25-earnings-time-spent-competition-50-sales-spent-on-s-m.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}]}