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Hosted by Unknown Host · 🇺🇸 US · EN
Established thought leaders with verified media credentials.
Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into what’s moving markets, how companies are performing, and where opportunities may be forming. We break down earnings, macro trends, and investor sentiment — all from the lens of a concentrated, high-conviction portfolio. *** The views expressed on Avory Podcast: Around the Desk are those of the hosts and guests and do not constitute investment advice. This podcast is for informational purposes only and should not be relied upon to make investment decisions. All investments involve risk, including potential loss of capital. Avory & Co. may hold positions in the companies discussed.
Unknown Host hosts Avory - Markets and Investing.
Sean Emory of Avory & Co. explores how AI could change software competition if agents become buyers, not just users, shifting value from platform suites to composable, standalone capabilities. He frames three eras of sof
Welcome to Avory Around the Desk Podcast... Sean Emory, Founder and CIO of Avory & Co., asks whether prediction markets like Kalshi are really about betting, or whether they could expand society's capacity to transfer ri
Avory’s Mid-2026 View Luis Alvarez and Avory Chief Investment Officer Sean Emory review the first half and outline Avory’s second-half views through five questions: 00:00 Five Big Questions 00:36 Show Format And Macro Se
Burden Today or a Moat for Tomorrow. On the Avory Around the Desk podcast, Sean Emory of Avory & Company discusses why Meta may be misunderstood despite being the cheapest of the Mag 7, the second-fastest grower behind N
AI narrative momentum, durable value, and why Zoom and Roblox stand out | Around the Desk Ep. 85 Sean Emory, founder and CIO of Avory & Co., on the "AI on, AI off" market: where durable value actually accrues, why models
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: • Oil prices jumping sharply
AI vs SaaS: Seat + Consumption Can Coexist Salesforce, Workday, Nvidia, Zoom, Block | Around the Desk This week on Around the Desk, Sean Emory breaks down a pivotal week for AI and enterprise software. Are seat-based mod
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 software? Insiders are buying.
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 stable. Earnings are holding up. Yet pa
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 from Google, Microsoft,
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 the real fundamentals beh
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 marketplace, and the d
Block Q3 2025 Post-Mortem: Acceleration With An AI Engine Post Mortem In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down why Block is re-accelerating across Cash App and Square, how
Google Q3 2025 Post-Mortem: AI Execution Over AI Hype Post Mortem In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down why investors are rewarding Google’s spending while punishing ot
Meta just reported Q3 earnings Revenue 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 why the market is suddenly
Navigating Market Dynamics with Seth Golden: Insights on Fed Policy, Economy, and Investment Opportunities Join Sean Emory, Founder and Chief Investment Officer of Avory & Company, as he hosts Seth Golden, market strateg
Avory Around the Desk Podcast In 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, author, consultant, and
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 sheet. Kai shares how Sparkline C
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 happening in the labor market. We d
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 break down how the economics of
Alex Morris
VP of Strategy · TSOH (The Science of Hitting) Investment Research
1 appearance on this show
Jeremy Schwartz
Chair of Sustainable Transformation Practice · WisdomTree Investments
1 appearance on this show
Sean Emory
Avory & Company
2 appearances on this show
Soren Larson
Crosshatch
1 appearance on this show
Tullie Murrell
Shaped
1 appearance on this show
Philip Lakin
No Code Ops
1 appearance on this show
Matthew Kanterman
Roundhill Investments
1 appearance on this show
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Avory - Markets and Investing is hosted by Unknown Host. The show is categorised under Business (investing) and has published 0 episodes.
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