Inside Scoop Podcast
1) What Data Says About Oil Spike, Vix Spike, and AI
In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., walks through several market signals that stood out this week.Markets are seeing multiple spikes simultaneously:• Oil pric...Show More
2) What did we learn from NVIDIA and Software this Week?
AI vs SaaS: Seat + Consumption Can CoexistSalesforce, Workday, Nvidia, Zoom, Block | Around the DeskThis week on Around the Desk, Sean Emory breaks down a pivotal week for AI and enterprise software.A...Show More
3) Are we closing in on a Software Bottom or No?
In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., walks through the key market signals this week and asks a central question:Are we getting close to a bottom in software?In...Show More
4) The AI Scare Trade: Jensen Says Its Illogical - We Agree
In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down the recent software selloff and the broader AI scare trade.Inflation is cooling.Jobs are stable.Earnings are h...Show More
5) Is Software Dead? and What Big Tech's Spending Reveals About the Future...
In this episode of Around the Desk, Sean Emory, Founder and Chief Investment Officer at Avory & Co., steps back from the AI noise to focus on what actually matters right now.Using recent earnings from...Show More
6) Inside Dollar General & Dollar Tree: with TSOH Investing Owner Alex Morris
In this episode of Around the Desk, Sean Emory, Founder and CIO of Avory & Co., sits down with Alex Morris of TSOH Investment Research to unpack investing philosophy, portfolio construction, and the r...Show More
7) Fireside Chat with Fiverr Founder and CEO Micah Kaufman
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 ma...Show More
8) Block Q3 Postmortem: Foot on Gas No Breaks.
Block Q3 2025 Post-Mortem: Acceleration With An AI EnginePost MortemIn this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down why Block is re-accelerating across Cash A...Show More
9) Google Q3 2025 Postmortem: Why the market likes it...
Google Q3 2025 Post-Mortem: AI Execution Over AI HypePost MortemIn this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down why investors are rewarding Google’s spending ...Show More
10) Meta Q3 2025 Post-Mortem: AI Spend vs ROI
Meta just reported Q3 earningsRevenue 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 ...Show More