Avory - Markets and Investing
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S15E85 Narratives, AI, and Durable Investment Bets
AI narrative momentum, durable value, and why Zoom and Roblox stand out | Around the Desk Ep. 85Sean Emory, founder and CIO of Avory & Co., on the "AI on, AI off" market: where durable value…
S15E31 What Data Says About Oil Spike, Vix Spike, and AI
In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., walks through several market signals that stood out this week.Markets are seeing multiple spikes simultaneously:•…
S15E30 What did we learn from NVIDIA and Software this Week?
AI vs SaaS: Seat + Consumption Can CoexistSalesforce, Workday, Nvidia, Zoom, Block | Around the DeskThis week on Around the Desk, Sean Emory breaks down a pivotal week for AI and enterprise…
S15E29 Are we closing in on a Software Bottom or No?
In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., walks through the key market signals this week and asks a central question:Are we getting close to a bottom in…
S15E28 The AI Scare Trade: Jensen Says Its Illogical - We Agree
In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down the recent software selloff and the broader AI scare trade.Inflation is cooling.Jobs are…
S15E27 Is Software Dead? and What Big Tech's Spending Reveals About the Future...
In this episode of Around the Desk, Sean Emory, Founder and Chief Investment Officer at Avory & Co., steps back from the AI noise to focus on what actually matters right now.Using recent earnings…
S15E26 Inside Dollar General & Dollar Tree: with TSOH Investing Owner Alex Morris
In this episode of Around the Desk, Sean Emory, Founder and CIO of Avory & Co., sits down with Alex Morris of TSOH Investment Research to unpack investing philosophy, portfolio construction, and…
S15E25 Fireside Chat with Fiverr Founder and CEO Micah Kaufman
This fireside chat with Micha Kaufman, founder and CEO of Fiverr, hosted by Sean Emory and the Avory team. The discussion covers Fiverr's origin story, its evolution into a leading global freelance…
S15E24 Block Q3 Postmortem: Foot on Gas No Breaks.
Block Q3 2025 Post-Mortem: Acceleration With An AI EnginePost MortemIn this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down why Block is re-accelerating…
S15E23 Google Q3 2025 Postmortem: Why the market likes it...
Google Q3 2025 Post-Mortem: AI Execution Over AI HypePost MortemIn this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down why investors are rewarding Google’s…
S15E22 Meta Q3 2025 Post-Mortem: AI Spend vs ROI
Meta just reported Q3 earningsRevenue up +26% Y/Y, engagement accelerating, and yet the stock fell 8%.In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down…
S15E21 Decoding Market Dynamics with Seth Golden.
Navigating Market Dynamics with Seth Golden: Insights on Fed Policy, Economy, and Investment OpportunitiesJoin Sean Emory, Founder and Chief Investment Officer of Avory & Company, as he hosts…
S15E20 How Bullish Are You? 1 - 10 With Garth Friesen ex NY Fed Advisor, Forbes, III Capital
Avory Around the Desk PodcastIn this episode of Avory Around the Desk Podcast, host Sean Emory, founder and Chief Investment Officer of Avory & Co, welcomes Garth Friesen, an acclaimed investor,…
S15E19 "The world has changed." Buffett’s Lessons for the AI Era with Kai Wu
In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Kai Wu, Founder & CIO of Sparkline Capital, for a deep dive into investing beyond the balance…
S15E18 Jobs in the Age of AI: What’s Actually Changing with Revelio Labs
In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Loujaina Abdelwahed, PhD — a senior economist at Revelio Labs — to break down what’s really…
S15E17 Why Bitcoin miners are betting big on AI compute.
In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Anthony Power, co-founder of Power Mining Analysis and a leading voice in the mining world, to…
S15E16 Is Joby the Future of Transportation?
In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Travis Brooks — operator, researcher, and the voice behind Let’s Talk Joby to break down the…
S1E87 Is IREN for Real? A Deep Dive into the AI Infra Pivot
In this episode of Around the Desk, Sean Emory sits down with three investors who have been closely following IREN — the Bitcoin miner now pivoting toward high-performance computing (HPC).We dig into…
S1E16 Can AI Run a Business: The Path to the Autonomous Enterprise
In this episode of Inside Scoop Podcast, founder and Chief Investment Officer Sean Emory from Avory & Co. talks to Yuma Heymans, founder and CEO of O-mega AI, a pioneer in the field of autonomous…
S1E16 Disrupting Aviation Industry with Founder of Lyte Aviation
In this conversation, Freshta Farzam, founder and CEO of LYTE Aviation, discusses the future of EVTOLs (Electric Vehicle Takeoff and Landing) and the aviation industry. She highlights the need for…
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Avory - Markets and Investing has published 107 episodes since March 2020, covering topics in Business, Investing.
Avory - Markets and Investing is currently highly active with new episodes every 2 weeks. Average episode length is 26m.
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