Best Sean Emory Podcasts (2026)

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Fireside Chat with Fiverr Founder and CEO Micah Kaufman 38:59

Play Pause

16d ago38:59

38:59

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 dynamics of its two-sided platform connecting buyers and sellers across nearly 800 service categories. Micha explains how Fiverr ha…

1
Block Q3 Postmortem: Foot on Gas No Breaks. 13:30

2M ago13:30

13:30

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 Borrow economics compound inside the ecosystem, and why Goose AI is the quiet operating layer powering efficiency and product vel…

1
Google Q3 2025 Postmortem: Why the market likes it... 8:04

2M ago8:04

8:04

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 others, and how its strategy from TPUs to Gemini shows real ROI in the new compute era. We cover: • Revenue acceleration across Sear…

1
Meta Q3 2025 Post-Mortem: AI Spend vs ROI 7:37

2M ago7:37

7:37

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 questioning Meta’s $70B+ AI spending plans, what this means for ROI, and whether we’re entering “Metaverse 2.0” territory. We exp…

1
Decoding Market Dynamics with Seth Golden. 1:11:35

3M ago1:11:35

1:11:35

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 strategist and founder of Finom Group, in this episode of Avory's Around the Desk podcast. They delve into the Fed's recent rate cut, its…

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How Bullish Are You? 1 - 10 With Garth Friesen ex NY Fed Advisor, Forbes, III Capital 49:02

4M ago49:02

49:02

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 former hedge fund manager. Garth shares his insights on a wide range of topics including market outlook, macroeconomic trends, the…

1
"The world has changed." Buffett’s Lessons for the AI Era with Kai Wu 54:31

5M ago54:31

54:31

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 Capital applies machine learning, AI, and alternative data to measure intangible assets such as human capital and intellectual prop…

1
Jobs in the Age of AI: What’s Actually Changing with Revelio Labs 38:26

5M ago38:26

38:26

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 dig into the shifting workforce, the nuanced role AI is playing in reshaping jobs, and the generational divide in employee sentimen…

1
Why Bitcoin miners are betting big on AI compute. 43:24

5M ago43:24

43:24

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 Bitcoin mining are evolving and why many are shifting toward high-performance compute (HPC) infrastructure. This isn’t just about …

1
Is Joby the Future of Transportation? 52:41

6M ago52:41

52:41

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 business model behind Joby Aviation and the broader eVTOL landscape. This is more than just flying cars it's an entire tech and infrastructure stack. From aircraft …

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Is IREN for Real? A Deep Dive into the AI Infra Pivot 1:09:52

6M ago1:09:52

1:09:52

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 the key questions: • Can a miner really become an AI infrastructure player? • What’s happening on the ground with grid capacity, permitting, and cape…

1
Can AI Run a Business: The Path to the Autonomous Enterprise 45:50

10M ago45:50

45:50

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 business operations. They delve into O-mega AI's vision of fully automating company tasks such as software engineering, marketing, sales, and operations w…

1
Round Table: Mark Mahaney and Sean Emory on Uber, Amazon 32:54

1y ago32:54

32:54

Avory Idea Day 2024 with Sean Emory and Mark Mahaney In this conversation, Mark Mahaney discusses the current state of the internet, highlighting positive macro trends and the impact of AI on business efficiency and product innovation. He emphasizes the importance of careful expense management among companies and shares insights from his book, 'Not…

1
Disrupting Aviation Industry with Founder of Lyte Aviation 28:27

1y ago28:27

28:27

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 innovation in air transportation, particularly through the use of hydrogen propulsion and the potential for autonomous flight. The discussion covers mark…

1
Transforming Asset Management via Tokenization w/ Jeremy Schwartz 32:53

1y ago32:53

32:53

SummaryIn this conversation, Jeremy Schwartz, the Global Chief Investment Officer at WisdomTree, discusses the evolution of ETFs with Sean Emory, Founder of Avory & Co. They discuss the impact of tokenization on asset management, and the future of digital wallets. Jeremy emphasizes the importance of adapting to macro trends and shares insights on i…

1
Uber, Amazon with Mark Mahaney and Sean Emory 32:54

1y ago32:54

32:54

Avory Idea Day 2024 with Sean Emory and Mark MahaneyIn this conversation, Mark Mahaney discusses the current state of the internet, highlighting positive macro trends and the impact of AI on business efficiency and product innovation. He emphasizes the importance of careful expense management among companies and shares insights from his book, 'Noth…

1
$2B Jamf is "Gold Standard" via Partner Rocketman Tech 32:39

1y ago32:39

32:39

In this conversation, Founding Partner and Chief Investment Officer at Avory & Co. Sean Emory interviews Christopher Shasse, founder of Rocketman Tech, discussing the role of Jamf in managing Apple devices in enterprise environments. They explore Jamf's history, its relationship with Apple, and the competitive landscape, particularly focusing on Mi…

1
Post Mortem: Block's $3B Buyback and Beat and Raise 9:14

1+ y ago9:14

9:14

ABOUT AVORY & CO.Avory & Co is an asset manager focused on Investing Where the World is Headed. Managing high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories. We seek exceptional teams. TODAY'S EPISODEIn this episode, Sean Emory, the Founder and Chief Investment Officer at Avory & Co. provides a postmortem Block'…

1
Post Mortem: Meta's Earnings and Ai Ambitions 13:40

1+ y ago13:40

13:40

ABOUT AVORY & CO. Avory & Co is an asset manager focused on Investing Where the World is Headed. Managing high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories. We seek exceptional teams. TODAY'S EPISODE In this episode, Sean Emory provides a postmortem on Meta's earnings report. He discusses the revenue, profits,…

1
Post Mortem: Fiverr's Rallies 20% on Earnings, Acquisition and $300m Target 11:39

1+ y ago11:39

11:39

ABOUT AVORY & CO. Avory & Co is an asset manager focused on Investing Where the World is Headed. Managing high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories. We seek exceptional teams. TODAY'S EPISODE In this episode, Sean Emory, the Founder and Chief Investment Officer at Avory & Co. provides a postmortem Five…

1
Post Mortem: Fiverr's Rallies 20%, Acquisition and $300m Target 11:38

1+ y ago11:38

11:38

ABOUT AVORY & CO.Avory & Co is an asset manager focused on Investing Where the World is Headed. Managing high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories. We seek exceptional teams. TODAY'S EPISODEIn this episode, Sean Emory, the Founder and Chief Investment Officer at Avory & Co. provides a postmortem Fiverr…

1
Post Mortem: Meta's Earnings and Ai Ambitions 13:40

1+ y ago13:40

13:40

ABOUT AVORY & CO. Avory & Co is an asset manager focused on Investing Where the World is Headed. Managing high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories. We seek exceptional teams. TODAY'S EPISODEIn this episode, Sean Emory provides a postmortem on Meta's earnings report. He discusses the revenue, profits, …

1
Post Mortem: Is Alphabet Winning Ai War? 9:37

1+ y ago9:37

9:37

Sean Emory, the founder and Chief Investment Officer at Avory & Co. breaks down Google's earnings report and highlights the strong performance of its cloud business, with revenue reaching $84 billion and operating margins expanding. Google Cloud surpassed $10 billion in a single quarter and generated $1 billion in operating profit. However, YouTube…

1
Post Mortem: Tesla's Earnings and Self Driving Ambitions 15:30

1+ y ago15:30

15:30

In this conversation, Sean Emory, founder and Chief Investment Officer at Avory & Co. discusses the potential of Tesla's full self-driving capabilities and its impact on the market. He explores the different approaches to autonomous vehicles, comparing Tesla's camera-based approach to Waymo's LiDAR-based approach. Sean also delves into the market p…

1
Post Mortem: Tesla's Earnings and Self Driving Ambitions 15:30

1+ y ago15:30

15:30

In this conversation, Sean Emory, founder and Chief Investment Officer at Avory & Co. discusses the potential of Tesla's full self-driving capabilities and its impact on the market. He explores the different approaches to autonomous vehicles, comparing Tesla's camera-based approach to Waymo's LiDAR-based approach. Sean also delves into the market p…

1
Post Mortem: Fiverr Upmarket and Ai Leading to Earnings Results 14:41

1+ y ago14:41

14:41

Summary Fiverr reported strong earnings, beating their own guidance on revenue and adjusted EBITDA. The company has been impacted by the health of the economy and concerns around AI, but they have addressed these issues and showcased the positive impact of AI on their platform. Fiverr is focused on moving upmarket and increasing spend per buyer, wh…

1
Post Mortem: : Dutch Bros vs. Starbucks: Contrasting Earnings Results 12:08

1+ y ago12:08

12:08

Summary Dutch Bros and Starbucks are taking different approaches in the coffee market. Dutch Bros focuses on decadent offerings and drive-through service, while Starbucks offers a mass-market, somewhat premium experience. Dutch Bros is experiencing strong growth in units, revenue, and same-store sales, while Starbucks is seeing negative same-store …

Sean Emory Podcasts

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Avory - Markets and Investing

Avory & Co.

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Operator Mode

Avory Team

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Fireside Chat with Fiverr Founder and CEO Micah Kaufman 38:59

1
Block Q3 Postmortem: Foot on Gas No Breaks. 13:30

1
Google Q3 2025 Postmortem: Why the market likes it... 8:04

1
Meta Q3 2025 Post-Mortem: AI Spend vs ROI 7:37

1
Decoding Market Dynamics with Seth Golden. 1:11:35

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How Bullish Are You? 1 - 10 With Garth Friesen ex NY Fed Advisor, Forbes, III Capital 49:02

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"The world has changed." Buffett’s Lessons for the AI Era with Kai Wu 54:31

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Jobs in the Age of AI: What’s Actually Changing with Revelio Labs 38:26

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Why Bitcoin miners are betting big on AI compute. 43:24

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Is Joby the Future of Transportation? 52:41

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Is IREN for Real? A Deep Dive into the AI Infra Pivot 1:09:52

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Can AI Run a Business: The Path to the Autonomous Enterprise 45:50

1
Round Table: Mark Mahaney and Sean Emory on Uber, Amazon 32:54

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Disrupting Aviation Industry with Founder of Lyte Aviation 28:27

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Transforming Asset Management via Tokenization w/ Jeremy Schwartz 32:53

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Uber, Amazon with Mark Mahaney and Sean Emory 32:54

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$2B Jamf is "Gold Standard" via Partner Rocketman Tech 32:39

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Post Mortem: Block's $3B Buyback and Beat and Raise 9:14

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Post Mortem: Meta's Earnings and Ai Ambitions 13:40

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Post Mortem: Fiverr's Rallies 20% on Earnings, Acquisition and $300m Target 11:39

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Post Mortem: Fiverr's Rallies 20%, Acquisition and $300m Target 11:38

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Post Mortem: Meta's Earnings and Ai Ambitions 13:40

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Post Mortem: Is Alphabet Winning Ai War? 9:37

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Post Mortem: Tesla's Earnings and Self Driving Ambitions 15:30

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Post Mortem: Tesla's Earnings and Self Driving Ambitions 15:30

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Post Mortem: Fiverr Upmarket and Ai Leading to Earnings Results 14:41

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Post Mortem: : Dutch Bros vs. Starbucks: Contrasting Earnings Results 12:08