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S1E7 Jeremy Grantham Warns the AI Boom Is a Bubble
The audio analyzes the investment strategies and market warnings of Jeremy Grantham, the co-founder of GMO, as of late 2025 and early 2026. Data from Jeremy Grantham recent 13F filings reveal a…
S1E7 Buffett Gates and Thiel's Tech Split
Recent financial reports highlight a strategic divergence among elite investors regarding Microsoft and Apple stocks. While Peter Thiel has aggressively added these tech giants to his portfolio to…
The Big Wash: Why Tepper Bet $400M on Whirlpool & AMD (Q3 2025)
David Tepper just made one of the most aggressive rotations of 2025. In this episode, we break down the David Tepper Appaloosa 13F Q3 2025 holdings, revealing a massive contrarian bet on housing and…
S1E6 Zero to Sold: Decoding Peter Thiel’s Aggressive Trading (Q4 2024 - Q3 2025)
Peter Thiel isn't trading like a VC anymore—he's trading like a founder with nothing to lose. In this episode, we break down the Peter Thiel portfolio from Q4 2024 to Q3 2025, revealing a strategy…
S1E5 From Home Depot to Nvidia: The Evolution of Ken Fisher’s Portfolio (2015-2025)
How does a portfolio transform from betting on Consumer Staples to going all-in on AI and Big Tech? In this episode, we break down the massive shift in Fisher Investments top 10 holdings over the…
S1E4 The 10-Year Pivot: Buffett’s Portfolio 2015 vs. 2025
How much can the Oracle of Omaha change in a decade? We take a time machine back to 2015—when Berkshire’s biggest tech bet was IBM and Wells Fargo was the crown jewel—and compare it to the stunning…
S1E3 Debate: Genius or Wrong? Michael Burry Shorts NVDA & PLTR
Is the "Big Short" striking again? The Michael Burry current portfolio 2025 update has revealed a massive bearish bet against the two darlings of the AI boom: Nvidia and Palantir. In this episode, we…
S1E2 Buffett Sells Apple Buys Google, Why?
Is the Oracle of Omaha betting on an AI future? In a stunning Q3 shakeup, the Warren Buffett stock portfolio has pivoted: trimming its massive Apple stake to open a multi-billion dollar position in…
S1E1 Ackman's Low Turnover Pershing Square Q3
In a market obsessed with speed, Bill Ackman is mastering the art of stillness. In this episode, we break down Bill Ackman’s Q3 2025 filing—a masterclass in high conviction and near-zero turnover. We…
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13Radar - Track the Smart Money has published 9 episodes since December 2025, covering topics in Business, Investing.
13Radar - Track the Smart Money is currently highly active with new episodes weekly. Average episode length is 13m.
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