Podcast trade ideas
Long and short calls from the world's biggest finance podcasts - extracted from every new episode and tracked from the moment it aired.
Episode period
Return after
Explicit long/short calls only, once per episode, asset and direction. Excludes proxies, avoid calls and late price captures. Returns are fixed after the selected horizon, before funding and trading costs; not a forecast. The live move since an episode is separate.
Too few measured calls (minimum 20)
Latest 10 episodes · older records remain archived
Planet Money
Are wildfires making the future uninsurable?
This episode examines how worsening wildfires are reshaping the US homeowners insurance market, focusing on Paradise, California, where premiums jumped up to 800% and insurers retreated. No host or guest makes an explicit buy/sell call on any stock, ETF or tradable asset; the closest to actionable views are economist Judson Boomhauer's statement that insurance prices will stay high as the 'new normal' and the narrative that insurers like Mercury are selectively re-entering fire-prone areas. There are no explicit investment recommendations to extract.
No actionable calls in this episode
Planet Money
How bodegas led to the Yemeni coffeehouse explosion
This Planet Money episode explores why Yemeni immigrants have clustered in the New York bodega business and how a new generation is pivoting into Yemeni coffeehouses, with an economist explaining that tightly-knit, smaller immigrant communities gain an economic edge from industry clustering. The episode is a human-interest and economics story with only scattered brand mentions (Starbucks, Schwab, Morgan Stanley/E*TRADE) that are sponsor reads or descriptive, not investment recommendations, so no actionable stock, ETF, or asset calls are made.
No actionable calls in this episode
Planet Money
Inside the insurance industry’s destruction lab
This Planet Money episode profiles the insurance industry-funded IBHS destruction lab in South Carolina, which stress-tests homes against fire, hail and hurricane-force wind to identify building techniques that reduce catastrophic losses. It contains no explicit buy, sell or avoid recommendations on any listed stock, ETF or other tradable asset; insurance companies are discussed only as funders of the research and the broader market context.
No actionable calls in this episode
Planet Money
The history of light (classic)
This classic Planet Money rerun, rebroadcast in memory of economist William Nordhaus, traces the history of artificial light as a lens on economic growth and productivity, from Babylonian fat lamps to kerosene, Edison's electric light and modern LEDs. There are no stock, ETF or asset calls in the episode; the closest is a description of LED bulb maker Cree's founder discussing physical limits to efficiency, which is discussion rather than an investment view.
No actionable calls in this episode
Planet Money
Is this how the great international borrowing spree ends?
Ideas · 2
- 16:11France (French government bonds / OATs)AvoidInvestors are starting to doubt France's ability to fix its debt problem, and the fear index measuring the spread over German bunds has spiked, so French debt is seen as an increasingly risky bet relative to peers. — Speaker 2–
Why this trade
“The interest rate went from three ish percent to almost 5%. It's the highest that France has had to pay since the two thousands.” — Speaker 2
- Filipon and Blanchard argue markets care most about trajectory and political credibility, and France is losing the benefit of the doubt.
- The 10-year French bond rate spiked from about 3% to almost 5%, above Italy and even Greece, as the France-Germany spread stayed elevated.
- Investors are therefore demanding a premium to hold French government debt, making it a relative avoid.
- 27:13USOLongDespite higher debt and deficits than France, the US still has credibility with investors plus a growing economy and the dollar's international cachet, so markets are not yet treating US debt as a France-style risk. — Speaker 2-13.8% since episode
Why this trade
“The most important thing that The US still has right now is credibility.” — Speaker 2
- Hosts note the US has more debt (126% of GDP) and bigger deficits than France.
- But the US controls its currency, the dollar has huge international cachet, and the US economy grows faster.
- The key differentiator cited is credibility, which keeps US borrowing costs from spiraling like France's.
Planet Money
Politicians are afraid to fix taxes. So 100 citizens tried.
This Planet Money episode covers a Connecticut citizens' assembly of ~100 randomly selected residents tasked with proposing reforms to the state's property tax system, which has been a political third rail for decades. The final proposal includes a 1% tax on millionaires, school service consolidation, and interstate tolls, and its release was nearly delayed by state comptroller Sean Scanlon over election-season politics. The episode contains no stock, ETF, or asset investment calls, only policy and political discussion.
No actionable calls in this episode
Planet Money
How surveillance crept up on us
No actionable calls in this episode
Planet Money
We try to fix election polling (update)
This Planet Money episode is about the crisis in election polling—declining response rates, the history of polling blunders, and experiments with 'wisdom of the crowds' questions—plus a brief plug for an NPR AI-and-jobs event. No host or guest makes any investment call on a stock, ETF, company, or tradable asset, so there are no actionable market views to report.
No actionable calls in this episode
Planet Money
Anatomy of a movie market
This Planet Money episode explores the hidden market behind independent film sales at the Sundance Film Festival, following sales agents John and Eric Sloss as they pitch documentaries to major buyers like Apple, Netflix, Amazon, and Disney. The most concrete market-relevant datapoint is that Apple acquired the mountaineering documentary "The Last First Winter K2," while Netflix picked up the Wu-Tang Clan documentary "The Disciple." No explicit stock recommendations or investment theses are offered by any speaker; the streaming companies are discussed only as acquirers of film content.
No actionable calls in this episode
Planet Money
Wanna slow down AI? These biologists can help.
No actionable calls in this episode
Automated extraction of statements by podcast hosts and guests - not investment advice, accuracy not guaranteed.