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Market Signals
Last updated Apr 28, 2026
Fresh Signals
One standout idea per recent episode first, selected for variety across shows.
bullish$OPENAI
“the progress of the last few years has been nothing short of miraculous. It's important to remember that two years ago, we didn't even have reasoning models, let alone models that could prove, you know, difficult...” — Sebastian
OpenAI Podcast·Episode 17 - What happens now that AI is good at math?·Apr 28·1 more idea in this episode
bullish$STRIPE
“Stripe is growing a lot. We grew at 34% last year because the businesses on Stripe, are growing a lot.” — John
The a16z Show·John and Patrick Collison on Stripe's Growth, Agent Commerce, and the Future of Software·Apr 28·2 more ideas in this episode
bullish$JPY
“A good one right now in the making that's gonna be interesting, I think, is dollar yen. The yen's grossly undervalued, has been for some time.” — Paul
Invest Like the Best with Patrick O'Shaughnessy·Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.469]·Apr 28·3 more ideas in this episode
bearish$ARB
“I think if anything, this does not bode well for Arbitrum, for example. Because even before this incident, I I didn't really understand the l two thesis. You know, my co founder and I talk about this all the time, like...” — Pluto
On The Brink with Castle Island·Pluto (Harbor) on the fate of DeFi after KelpDAO (EP.717)·Apr 27·1 more idea in this episode
bullish$ARGLASSES
“what I actually would estimate is that a lot of the large screen use cases are the first to move, right? So, you think about what's so interesting about specs, you can have a huge TV, right, with you almost anywhere, a...” — Evan
Cheeky Pint·What comes after smartphones, with Snap CEO Evan Spiegel·Apr 27·2 more ideas in this episode
bullish$DATABRICKS
“Scott Schenker, who was another professor at Berkeley who I knew, had called me and said, Ben, I have the best distributed systems guy that we've seen in the last ten years in academia, his name is Matej Zaharius, you...” — Ben
The a16z Show·Ben Horowitz on Venture Capital and AI·Apr 27·3 more ideas in this episode
bearish$PRIVATECREDIT
“We've heard some numbers from some of the sell side Wall Street Analysts that suggest that we could see 15% defaults in private credit.” — John
Odd Lots·What's Actually Going On With Private Credit·Apr 27
bullish$DEFI
“I do not view this as a permanent thing.” — Mike
Bell Curve·What Brings Capital Back to DeFi? | Roundup·Apr 26·1 more idea in this episode
bullish$PSBD
“We think investors should believe in that NAV, right? It's executable, it's real.” — Matthew
Monetary Matters with Jack Farley·“Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Business Development Companies) and Collateralized Loan Obligations (CLOs)·Apr 26·1 more idea in this episode
bullish$ANTHROPIC
“Did you see the anthropic revenue chart, by the way? Oh. It's just, like, straight.” — Joe
Odd Lots·Understanding the Most Viral Chart in Artificial Intelligence·Apr 25·2 more ideas in this episode
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