Podcast

What the Sigma

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…

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Latest episodes

  1. Kalshi's $36B Sports Bet Problem and 38 AGs31 Jul 2026
  2. Fed Holds at 3.6% but 3 Dissents and 76% September Hike Odds29 Jul 2026
  3. DeepSeek and Kimi K3 Expose Washington's China AI Contradiction21 Jul 2026
  4. Apple Sues OpenAI Over $6.4B IO Products and Tang Tan IP Theft10 Jul 2026
  5. 9 of 18 Fed officials want hikes now versus zero in March and the chair submitted nothing18 Jun 2026
  6. The $2.1T SpaceX valuation includes a $250B Twitter bundle nobody priced separately14 Jun 2026
  7. $70B chasing $22B: the SpaceX retail oversubscription nobody is pricing11 Jun 2026
  8. The $75B IPO where Wall Street took a discount to get in4 Jun 2026
  9. Anthropic filed first and now OpenAI gets benchmarked against it2 Jun 2026
  10. $49K new cars lost 1M buyers while AAA auto bonds crack31 May 2026