Loading…
Hosted by Grep News | Chad Stacks · 🇺🇸 US · EN-US · 73 episodes
Established thought leaders with verified media credentials.
Daily finance and tech news for people who want the alpha mainstream coverage misses.What the Sigma reads the filings, runs the numbers, and surfaces what All-In, CNBC, and Bloomberg are too busy to catch. Hosted by Chad Stacks. We show our work.New episodes with every big fintech event. Hit subscribe if you want the angles before the consensus. Available on YouTube, Spotify, or Apple Podcasts. Learn more at https://grep.news
Grep News | Chad Stacks hosts What the Sigma, a business show with 73 episodes published.
Michael Burry has built a specific, falsifiable short thesis against AI infrastructure stocks — centered on suppressed depreciation, off-balance-sheet lease commitments, and circular financing fragility. Chad Stacks brea
Jensen Huang has turned GPUs into a financeable asset class, recruiting BlackRock, Blackstone, Apollo, KKR, Brookfield, and Goldman Sachs to underwrite $500 billion in AI infrastructure demand. But a veteran loan structu
Kalshi markets itself as a prediction platform for elections and award shows, but its own reported volume tells a different story: roughly ninety percent of over a billion dollars in monthly bets goes to sports. Now thir
The Fed's ninth-to-three hold at 3.6% looked like patience on the surface, but three hawkish dissents and a bond market moving in lockstep with oil prices tell a different story. Chad breaks down why the Strait of Hormuz
The US State Department called Chinese AI models cheap knockoffs — then the White House used one of those same models to argue for deregulating American labs. Chad Stacks breaks down the two separate news cycles that got
Apple's lawsuit against OpenAI isn't the standard departing-employee IP case — it names IO Products, the Jony Ive startup OpenAI bought for $6.4 billion, as a defendant, and alleges a coordinated effort that includes cur
Nine of eighteen Fed policymakers now project at least one rate hike this year — in March that number was zero — but Kevin Warsh refused to submit his own dot and killed forward guidance from the statement entirely. The
SpaceX closed day one at $160.95—a $2.1 trillion market cap on $18.6 billion of trailing revenue and a $5 billion annual loss—while 70% of the institutional book went to Saudi and Kuwaiti sovereign wealth funds and long-
SpaceX prices Thursday at $135 a share in a $75 billion raise—largest IPO ever—but the actual setup is the retail mechanics: $70 billion in retail orders chasing at most $22 billion in retail allocation, which means brok
SpaceX set its IPO price at $135 a full week before pricing day and is paying its 23 underwriters roughly $500 million on a $75 billion raise—about 67 basis points, a fraction of typical IPO economics. The bankers took t
Anthropic filed confidentially for its IPO Monday, beating OpenAI to the punch and locking in a $965 billion valuation that tripled in roughly three months while revenue went from $30 billion to $47 billion annualized—th
The auto industry just lost a million buyers since 2020 and instead of dropping prices they're stretching loans to 84 months so the $757 monthly payment doesn't look as insane as it actually is. The average new car now c
Samsung, SK Hynix, and Micron just became shareholders in Anthropic at a near-trillion-dollar valuation, which means the three companies that make the memory chips Claude runs on are now financially locked in to Claude w
The 30-year Treasury hit 5% nine days before Kevin Warsh was sworn in as Fed Chair at the White House, not the Fed building, with Trump literally demanding lower rates during the ceremony while claiming he wants total in
Elon Musk just filed to take SpaceX, Starlink, xAI, and X public together at a two trillion dollar valuation, and the math only works because Starlink made four point four billion in profit last year while xAI lost six p
A jury in Oakland just cleared OpenAI to go public at a trillion-dollar valuation after rejecting Elon Musk's lawsuit in under two hours, and now two rival AI companies might hit the market within weeks of each other. Mu
SoftBank just reported the biggest profit in Japanese corporate history and basically all 32 billion dollars of it is an unrealized gain on OpenAI shares that can't actually be sold because the company is still private.
Real wages just went negative for the first time in three years because gas hit $4.52 a gallon after Iran closed the Strait of Hormuz and Trump's big solution is suspending an 18-cent federal gas tax that saves you maybe
The US just crossed 100% debt-to-GDP and the math to stabilize it by 2036 requires an extra 18,000 dollars per household per year in new taxes, not just from the rich but from everyone. Even if you ran Bernie Sanders' fu
A Special Forces operator at Fort Bragg just became the first person in US history charged with insider trading on a prediction market after allegedly turning classified intel about capturing Venezuela's Maduro into four
Sponsor detection runs nightly. Check back soon.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
What the Sigma has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
What the Sigma is hosted by Grep News | Chad Stacks. The show is categorised under business (investing) and has published 73 episodes.
What the Sigma has published 73 episodes.
What the Sigma regularly covers business, investing, news. It sits in the business category, with a investing focus.
What the Sigma is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
What the Sigma hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of What the Sigma average 8 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates What the Sigma's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 7 days ago.