Margin of Opinion

One stock.Multiple minds.Rarely the same answer.

A host, a table of analysts and a few guests with very strong opinions take the same company apart: what it does, what it earns and what could go wrong. Plain language, real research, honest disagreement.

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Same company, same numbers, three readings.

Every episode ends with each analyst placing a mark. The gap between them is the point of the show.

Illustration only. The show is education and entertainment, never a recommendation to buy or sell anything.

How an episode works

Eight to twelve minutes, one company, the same four parts every time.

  1. The company

    What it sells, who pays for it and how the money comes in, explained without jargon.

  2. The cases

    Each analyst at the table makes an argument from the same filings and the same numbers.

  3. Cross-examination

    They poke holes in each other's case. This is usually where it gets funny.

  4. The marks

    Everyone places a mark on the scale and says what would change their mind.

The table

A host, four regulars and guests who drop by when the topic calls for them. Who sits at the table changes with the company.

Portrait of Maya Bennett
Maya BennettHost. Asks the question you were about to ask.
Portrait of Adrian Cole
Adrian ColeFinancial statements and valuation.
Portrait of Nora Vale
Nora ValeEnergy, commodities and supply chains.
Portrait of Theo Mercer
Theo MercerTechnology and innovation.

Recurring guests

Portrait of Eve Winters
Eve WintersProfessional pessimist.
Portrait of Walt Goldfield
Walt GoldfieldReal assets. Mostly gold.
Portrait of Max Wilder
Max WilderCrypto. Always crypto.
Portrait of John Reed
John ReedIndex funds, low costs, no drama.
Portrait of the random interviewee
A random intervieweePicked at random. Every single time.

Everyone at the table is an AI-generated character. Their opinions are part of the show, not advice.

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