Best Inside Arbitrage Podcasts (2025)

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AI Companies Are Taking a Lot of The Good Marketers 21:19

Play Pause

4d ago21:19

21:19

In this episode, Eric and Neil talk about how AI companies are outbidding everyone for elite marketers, why many would join an AI rocket ship if starting today, and the reality of 996 work cultures. They debate “hire fast, fire fast,” share real exec hit rates and expectation-setting, and double down on why sales follow-up beats first-touch wins. T…

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Why Framing Is Everything 16:51

5d ago16:51

16:51

In this episode, Neil and Eric dive into the psychology of framing, from how child-mortality data shifts when reframed to the power of decoy pricing in guiding customer choices. They discuss why consistent brand building compounds most after 10 years, share lessons from Single Grain’s reset, and explore how SEO, referrals, and content mix evolve ov…

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Baron’s Lippert on Secular Growth and Technology 33:29

20h ago33:29

33:29

Despite tariff-related concerns, corporate earnings, especially in the S&P 500, have been stronger than expected. In this episode of Inside Active, host David Cohne, mutual-fund and active management analyst with Bloomberg Intelligence, along with co-host Michael Casper, US Small Cap and Sector Strategist at Bloomberg Intelligence spoke with Michae…

1
Google AI Mode is About to Get More Popular 20:47

6d ago20:47

20:47

In this episode, Eric and Neil unpack Google AI Mode’s Chrome integration and how 100M MAUs could ignite a new distribution flywheel—fueling ads, partnerships, and startup pressure. They compare Google’s gen video/image capabilities, debate the “free subsidized by ads” model, and analyze YouTube’s latest updates: TV-style ad swaps, title tests, AI …

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Elon Musk's 'Daddy's Home' Insane Work Schedule 28:00

7d ago28:00

28:00

In this episode, Neil and Eric dissect Elon Musk’s “Daddy is very much home” grind—from Optimus engineering to late-night Tesla chip reviews and a Colossus 2 data center walk. They explore Musk’s DESA method for ruthless prioritization, why relationships saved Tesla and SpaceX, and how barrels, drivers, and pushers define execution and leadership u…

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308 · Jack Schwager and Emanuel Balarie - Market Wizards, Measured: Inside the Criteria, Craft, and Grit 57:41

7d ago57:41

57:41

We’re joined by Jack Schwager—author of the legendary Market Wizards series and co-founder of FundSeeder—along with his partner and fellow co-founder & CEO, Emanuel Balarie. Jack shares what it really takes to be considered for a Market Wizards book: not one formula, but a mix of standout performance, disciplined risk, and an almost obsessive commi…

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The Largest Insider Purchase Ever – The Special Situations Report Episode #38 39:51

1d ago39:51

39:51

Summary: We are continuing with our new format by focusing on four key stories, including a deal between the two largest real estate brokerage companies Anywhere Real Estate and Compass, a combination of stock buybacks and insider buying at the semiconductor company Marvell, the largest insider purchase ever and Elliott’s involvement with enterpris…

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Oil Arbitrage 101: How Price Signals Move Barrels Around the Globe 1:00:40

4d ago1:00:40

1:00:40

In this episode of Oil Ground Up, host Rory sits down with June Goh, Senior Market Analyst at Sparta, for a masterclass on the physical oil market. With a background as a chemical engineer and years of experience in scheduling, trading, and strategy at Shell's Pulau Bukong refinery, June offers a uniquely nuanced and holistic understanding of how r…

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Compounders, Value Today, and Value Tomorrow with Balkar Sivia, Founder & Portfolio Manager at White Falcon Capital Management 43:34

4d ago43:34

43:34

My guest on the show today is Balkar Sivia, Founder & Portfolio Manager at White Falcon Capital Management. In this episode, Balkar shares his unique path from engineering to investing, and why he built White Falcon around an unconstrained, opportunistic philosophy — one that rejects traditional style boxes like “growth” or “value.” We dive into Wh…

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AI has changed SEO forever (SEO vs GEO) 21:41

10d ago21:41

21:41

In this episode, Neil and Eric break down how to win both Google rankings and AI citations. They compare short-query SEO factors like backlinks, authority, and technical signals with AI-driven co-citations and long conversational prompts. You’ll learn practical plays such as building FAQ sections, crafting concise fact nuggets, bundling subtopics, …

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Marketing Agencies Are Feeling an Artificial Uptick in Business 24:08

11d ago24:08

24:08

Agencies face pressure but smart M&A chances emerge. We cover deal math, asset vs. stock pitfalls, ops fixes, “artificial upticks,” and brand-safety risks—plus lessons from Federer, Jerry Jones, and LinkedIn’s SEO surge. Key takeaways Agency deals: Buy assets, check contracts, cross-sell, and use AI. Growth reality: Upticks are old deals; fix ops a…

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This is 100x Better Than Netflix 19:16

13d ago19:16

19:16

Need marketing help? Visit: https://www.singlegrain.com/ and https://npdigital.com/ Want to recruit great marketers? Find them here: https://marketingschool.io/hireIn this episode of Marketing School, Eric Siu and Neil Patel talk about why building a business can feel “better than Netflix,” the trap of over-reading versus doing, and how to balance …

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ChatGPT vs Gemini | The Empire Strikes Back 23:03

14d ago23:03

23:03

Need marketing help? Visit: https://www.singlegrain.com/ and https://npdigital.com/ Want to recruit great marketers? Find them here: https://marketingschool.io/hire ChatGPT vs Gemini: who’s really winning the AI race? In this episode, we break down Google Trends data, why Gemini’s “Nano Banana” launch spiked usage, and why Google’s massive distribu…

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Exploiting Investor Biases and A Look at Lyft with Evan Tindell - The Special Situations Report Episode 37 1:14:40

8d ago1:14:40

1:14:40

We’re proud to release this week’s special episode, an interview with our wonderful guest, Evan Tindell. Evan is the Co-Founder and Chief Investment Officer of Bireme Capital, where he develops firm-wide investment strategy and performs both bottom-up research and portfolio management for the flagship Fundamental Value strategy. Evan was formerly a…

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GEO is not different than SEO. BUT… 31:05

18d ago31:05

31:05

In this episode, Eric and Neil break down the evolution of SEO into GEO, AEO, and LLMO, and why marketers must adapt to shifting client demands. They explore how platforms like Reddit and YouTube now shape search visibility, highlight the risks of short-term SEO hacks, and share lessons from creators like MrBeast on growth, focus, and profitability…

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Unpacking Oil's Virtual Barrel and How 'Fast Money' Drives Oil Prices 54:39

13d ago54:39

54:39

Today we speak with Dr. Ilia Bouchouev, former President of Koch Global Partners where he launched and managed the global derivatives trading business for over 20 years. Traditional supply and demand models no longer explain the oil market, where the correlation between fundamentals and price is now close to zero. Ilia leads Rory into a narrative a…

1
What to Do If Someone Copies Your Product? 20:34

19d ago20:34

20:34

In this episode #3042, Eric and Neil break down the competitive landscape and market positioning, the role of personalization in advertising, and hiring strategies that spotlight candidates with proven growth. They also touch on work-life balance, employee wellbeing, and close with insights into financial trends and major tech performance. TIME-STA…

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Why International MicroCaps Are a Target-Rich Universe with Ben Finser, Founder and Portfolio Manager at Fin Capital Management 1:05:10

13d ago1:05:10

1:05:10

My guest on the show today is Ben Finser, Founder and Portfolio Manager at Fin Capital Management. In this episode, Ben shares his journey from a decade at Kabouter Management to launching Fin Capital in 2024, and how his entrepreneurial background shaped his passion for analyzing and owning high-quality businesses. We dive into his exclusive focus…

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How to Win Big Enterprise Logos 18:06

20d ago18:06

18:06

In this episode #3041, Eric and Neil discuss how to win big enterprise logos by focusing on relationships, networking, and long-term trust. They explain the role of RFPs, challenges in tracking leads, and why in-person interactions and events are key to building credibility and driving business growth. TIME-STAMPED SHOW NOTES (00:00) Winning Big En…

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Cusana’s Marshall-Lee on Founder-Led Companies 39:22

15d ago39:22

39:22

Emerging markets have had one of the strongest years since 2017, with currency appreciation a key driver of returns. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Marvin Chen, BI’s senior Asia equity strategist spoke with Robert Marshall-Lee, founding pa…

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307 · Mario Dimitroff - The Gamer’s Edge: High-Win Scalping in Pre-Market Madness 1:13:40

21d ago1:13:40

1:13:40

A former competitive gamer, Mario Dimitroff from Bulgaria got his start on a local trading floor before discovering that the U.S. premarket session best fit his skills. Now trading for a living and doing nothing else, his news-driven, event-based scalping focuses on low-liquidity movers. Leveraging gaming-honed speed and pattern recognition, he qui…

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AI Doesn't Drive Revenue Today! 20:40

21d ago20:40

20:40

In this episode #3040, Eric and Neil discuss how businesses are using AI in marketing but struggling to see real revenue results, pointing out that most companies focus on flashy tools rather than KPI-driven outcomes. They stress the need to push AI experiments into production and spread AI fluency across organizations. The conversation also touche…

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Multi-Activist Involvement and Shareholder Opposition – The Special Situations Report Episode #36 31:26

15d ago31:26

31:26

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two continue with the new style for today’s podcast – where they discuss four key st…

1
Energy Risk Unpacked with Steve Sinos: Hedging Energy's Volatility 1:07:47

18d ago1:07:47

1:07:47

ory dives deep into energy risk management with industry veteran Steve Sinos. Steve, with over 20 years of experience, explains how energy derivatives—from Futures and Options to CFDs—are crucial risk management tools designed to shift, not destroy, market risk. The episode frames this through the practical scenario of advising a regional airline o…

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Millionaire CEO’s PR Disaster, Elon’s Visionary Skills, and the $28B Pop Mart Lesson From China 19:38

25d ago19:38

19:38

In this episode #3039, Eric Siu and Neil Patel discuss a wide range of business lessons, from a viral US Open controversy to Elon Musk’s unique communication style and the rise of Pop Mart in China. They highlight Xiaomi’s customer development strategies, the importance of learning from both large and small competitors, and insights from the Chines…

51
Trial and Error 1:08:17

19d ago1:08:17

1:08:17

Thomas started as a losing bettor, and then learned to win. Eventually he won so much that a regulated sportsbooks stole several million dollars from him. He talks about CLV, harvesting bonuses, faking the NBA overnight market, parlays, SGPs, round robins, and VIP rewards. Follow Thomas on Twitter: https://x.com/t_stephens97 Subscribe to the Premiu…

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Agency Trends, Capitalism vs Socialism, and Gary Vee’s Blueprint for the Next Generation 25:58

26d ago25:58

25:58

In this episode #3038, Eric Siu and Neil Patel break down agency growth and revenue trends, highlighting the effectiveness of outbound marketing in driving results. They also compare capitalism and socialism, pointing to the strengths of capitalism, and close by discussing how different content formats can shape audience engagement. TIME-STAMPED SH…

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Happy Belly Food Group Inc. (CSE: HBFG | OTCQB: HBFGF): Consolidator of Emerging Food Brands 43:14

20d ago43:14

43:14

My guest today is Sean Black, CEO of Happy Belly Food Group (CSE: HBFG | OTCQB: HBFGF). Happy Belly is a Canadian consolidator of emerging Quick Serve Restaurant (QSR) brands, with expansion plans into the U.S. The company started as Plantingco, a niche plant-based CPG business, but under Sean’s leadership pivoted to become food agnostic—focused on…

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How to Create Content for AI, Gymshark’s Sorority Play, and Rethinking Burnout 22:13

27d ago22:13

22:13

In this episode #3067, Eric and Neil discuss how content creation is shifting from keyword-heavy tactics to covering topics in depth, especially with AI reshaping SEO. They highlight the value of platforms like Reddit and YouTube for engagement, the role of AI in strategy, and the importance of addressing burnout by focusing on motivation and small…

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AI Is Killing Junior Jobs, Here’s What’s Replacing Them 20:29

28d ago20:29

20:29

In this episode #3036, Eric and Neil discuss how AI is reshaping the job market, with fewer junior roles available and a growing demand for senior talent. They highlight the importance of adapting through upskilling, while also stressing how education and personalized learning will play a key role in preparing future workers. TIME-STAMPED SHOW NOTE…

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Breakups Across the Major Food Conglomerates – The Special Situations Report Episode #35 32:24

23d ago32:24

32:24

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two try continue with the new style for today’s podcast – where they discuss five ke…

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Deep Value in Europe, Shareholder Activism, Stag Hunts, and Value Traps with Iggy on Investing 46:34

25d ago46:34

46:34

My guest on the show today is Iggy, better known as Iggy on Investing, a deep value investor and blogger. In this episode, Iggy shares how the COVID-19 lockdown gave him the time to dive into investing, turning inspiration from Buffett and Graham into a disciplined deep value strategy focused on small, illiquid companies trading at substantial disc…

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Top Talent Left Zuck for Elon, Cloudflare’s Bold Bet, AI Pilots Keep Failing, and YouTube’s AI Advantage 32:43

1M ago32:43

32:43

In this episode #3035, Eric Siu and Neil Patel discuss the AI talent shift from Meta to Elon Musk’s XAI, the challenges of adopting AI, and the tough truths of angel investing. They also explore YouTube’s Gemini AI updates and why managing talent with a focus on revenue and training matters more than ever. TIME-STAMPED SHOW NOTES (00:00) Elon Musk …

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The Policy Price Tag: Inside the Uneconomic World of Renewable Diesel 1:08:23

27d ago1:08:23

1:08:23

Rory speaks with Bloomberg expert Brett Gibbs about the Renewable Fuel Standard (RFS) and its profound impact across energy, agriculture, and gasoline prices. Brett highlights the market's policy-driven nature, contrasting stable ethanol volumes with the rapid, four-fold growth of renewable diesel, which now significantly displaces petroleum diesel…

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$3.6M SaaS Founder Starts Selling Courses, The Video Formula That Made $500K 24:03

1M ago24:03

24:03

In this episode #3034, Eric Siu and Neil Patel discuss how to achieve virality by understanding algorithms, the rise of young entrepreneurs, and why focus is critical for business success. They also explore how to evaluate investment opportunities, avoid shiny object distractions, and the future of AI in driving social shopping. TIME-STAMPED SHOW N…

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From Surgeon to CEO: Lessons in Frameworks, Funding, and Founders with Nic Roberts-Huntley of Blueprint Finance 26:11

1M ago26:11

26:11

What happens when you take the discipline of an Oxford-trained surgeon and apply it to crypto? You get Nic Roberts-Huntley, founder of Concrete and Glow, two of the fastest-growing DeFi protocols. In this episode, Nic and Charlie dive deep into the frameworks, philosophies, and practical decisions that turn ideas into billion-dollar realities. From…

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Easterly’s Holzer on Asymmetric Return Patterns 46:41

1M ago46:41

46:41

Defined-outcome and options-overlay ETFs take in roughly $3 billion a month, reflecting rising investor demand. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, and co-host James Seyffart, ETF analyst for Bloomberg Intelligence, spoke with Arnim Holzer, global macro strategis…

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AI for Agencies, Content From CEOs... What’s Actually Worth Doing? 15:27

1M ago15:27

15:27

In this episode #3033, Eric Siu and Neil Patel share VC perspectives on how AI is reshaping automation, while stressing that strong relationships remain key in service-based industries. They also highlight why executives need to create content that speaks directly to their ideal audience and leverage personal experiences to build trust and engageme…

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A Flip Flopper Insider at OrthoPediatrics – The Special Situations Report Episode #34 30:06

1M ago30:06

30:06

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two try out a bit of a different style for today’s podcast – where they discuss four…

1
How We Maximize Conference ROI and the Truth About Google vs. ChatGPT 16:09

1M ago16:09

16:09

In this episode #3032, Eric Siu and Neil share how they’re preparing for the HubSpot Inbound Conference, focusing on maximizing ROI through networking and building relationships, especially with platforms like LinkedIn. They also discuss the evolution of search, comparing ChatGPT’s rise to Google’s dominance, and how AI and deep research are reshap…

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How ChatGPT's Search Algorithm Works, Is ChatGPT the New Distribution?, AI Recruiters vs. Humans, Does Traffic Even Matter Anymore? 16:59

1M ago16:59

16:59

In this episode #3031, Eric Siu and Neil Patel break down ChatGPT’s ranking model, the value of fresh content, and how AI is changing marketing and hiring. They also stress linking traffic to revenue and the need to build AI skills to stay ahead. TIME-STAMPED SHOW NOTES (00:00) Understanding ChatGPT's Ranking Model (03:08) The Importance of Freshne…

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Price Sensitivities in US Shale and Breakeven Metrics: Brandon Myers on Forecasted Stability 1:00:56

1M ago1:00:56

1:00:56

In this conversation, Brandon Myers from Novi Labs discusses the intricacies of shale production, focusing on type curves, price sensitivity, and the evolving landscape of the US shale patch. He emphasizes the importance of understanding breakeven metrics and the impact of inventory dynamics on future production. The discussion also highlights the …

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306 · Michael Katz - Prop Goes the Trader 55:07

1M ago55:07

55:07

Online funding prop firms have captured the attention of traders in recent years. In this episode, the CEO of Trade The Pool, Michael Katz, joins the podcast to answer key questions and offer perspective from inside one of the leading firms. The conversation explores how these firms operate, what they mean for traders, and the common debates surrou…

1
How to Rank SEO #1 Forever, ChatGPT Traffic Crash, and a Short Form Sales Hack 15:38

1M ago15:38

15:38

In this episode #3030, Eric Siu and Neil Patel discuss how SEO strategies are evolving, stressing the need for quality content and an omnichannel approach. They break down traffic shifts from platforms like ChatGPT and Reddit, while also exploring effective content creation through YouTube and webinars to drive engagement and leads. TIME-STAMPED SH…

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How Piggybacking on Big Brands Drives Sales + Is Liquid Death’s Hype Killing Its Brand? 20:38

1M ago20:38

20:38

In this episode #3029, Eric Siu and Neil Patel discuss how brands can leverage popular culture in marketing, drawing lessons from companies like Nintendo and Liquid Death. They highlight the risks of expanding product lines, the influence of investor pressure, and the ongoing challenge for businesses to stay relevant in competitive markets. TIME-ST…

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Will Lower Rates Spark a Marketing Boom?, Hormozi’s $105.5M Funnel & Why Everyone Hates Course Sellers 34:25

1M ago34:25

34:25

In this episode #3028, Eric Siu and Neil Patel discuss how interest rates, advertising budgets, and private equity shape marketing strategies. They critique the course-selling industry and break down Alex Hormozi’s successful webinar, emphasizing the importance of smart positioning in today’s economy. TIME-STAMPED SHOW NOTES (00:39) Interest Rates …

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M&A Rumors Turn Into Reality – The Special Situations Report Episode #33 28:01

1M ago28:01

28:01

Summary: On today’s podcast we will discuss an even higher bid for Dallas News, multiple rumored deals that came to fruition including the acquisitions of Tegna, Soho House, Guess and DayForce. Things heated up in the stock buybacks area as well with large buybacks announced by Pediatrix Medical Group, insurance company Old Republic, Sprouts Farmer…

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AI Is Changing the Workplace, Agency Reality Check, Cold Emails That Work, and Marketing’s New Price Tag 22:40

2M ago22:40

22:40

In this episode #3027, Eric Siu and Neil Patel discuss the future of work and how technology is reshaping industries, from gaming in education to the evolving role of doctors. They also dive into SaaS valuations, the challenges agencies face in today’s market, rising marketing costs, and how AI disruption is influencing company performance. TIME-ST…

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Bringing Long-Term Value Investing to Spanish-Speaking Communities with Kayser Pravia, Founder of El Planeta Financiero 42:03

1M ago42:03

42:03

My guest on the show today is Kayser Pravia, Founder of El Planeta Financiero. In this episode, Kayser shares his mission to expand financial literacy and microcap investing for Spanish-speaking investors worldwide. We discuss his evolution from day trading losses to a Buffett- and Lynch-inspired value investor, why he runs a concentrated portfolio…

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305 · Julian Komar - When Story, Fundamentals, and Technicals Align 1:30:42

1M ago1:30:42

1:30:42

Growing up in Germany without a financial background, Julian Komar became fascinated by stocks as a teenager. He moved past complex German trading products to concentrate on U.S. equities. Specializing in momentum and growth stocks on the daily timeframe, he blends fundamentals, technicals, and story analysis to uncover opportunities that put him i…