Futurum Equities Podcast
Futurum Equities Podcast
(Hosted by Shay Boloor and Daniel Newman)
We’re not here to recap headlines. We’re here to unpack how Nvidia’s architecture is reshaping data centers. How AI agents will disrupt every enterprise. The markets are about to get harder. AI is about to explode and chance the world. The next five years will break most of the frameworks people have used for the last decade. That’s exactly why we’re doing this. Because if you want to survive this next cycle, you need to understand how real tech scales and how money moves around it. The Futurum Equities podcast is committed to deliver Insights from the Inside with each and every episode.
We’re not here to recap headlines. We’re here to unpack how Nvidia’s architecture is reshaping data centers. How AI agents will disrupt every enterprise. The markets are about to get harder. AI is about to explode and chance the world. The next five years will break most of the frameworks people have used for the last decade. That’s exactly why we’re doing this. Because if you want to survive this next cycle, you need to understand how real tech scales and how money moves around it. The Futurum Equities podcast is committed to deliver Insights from the Inside with each and every episode.
Episodes
Mentioned books
Jul 31, 2025 • 58min
Futurum Equities Podcast | Ep.6
The hosts open with lighthearted banter about attending tech events and Daniel Newman's growing celebrity status in the enterprise tech world. They reflect on their experiences engaging with industry professionals and navigating legacy tech environments. The episode dives into recent market dynamics, particularly around tech stocks and AI trends. Overall, it blends personal anecdotes with insights on the evolving intersection of technology, investing, and enterprise transformation.
Jul 31, 2025 • 54min
Futurum Equities Podcast | Ep.5
The hosts continue their weekly streak with episode five, where Daniel Newman joins from a remote tropical location, hinting at it on social media but keeping it private. Despite being away, Daniel shares that his vacation turned into a working trip, reflecting his ongoing commitment. The episode dives into market dynamics and investment sentiment, especially amid continuous tech and equity momentum. The team maintains a forward-looking tone, emphasizing consistency and engagement with their audience
Jul 31, 2025 • 55min
Futurum Equities Podcast | Ep.4
The hosts celebrate the podcast's one-month anniversary amid a bullish market, noting SoFi’s surge to nearly $22 and Robinhood hitting $100. Bitcoin is climbing rapidly, and major indices like QQQ have rebounded from early dips. Daniel Newman acknowledges the market feels frothy short-term but remains confidently bullish on key stocks. The conversation highlights themes of tech momentum, investor sentiment, and strategic optimism despite market volatility.
Jul 31, 2025 • 50min
Futurum Equities Podcast | Ep. 2
The episode opens with a live fireside chat featuring hosts and guest analysts discussing recent developments at Futurum Equities. Ray Wang shares his experience joining the team as research director for semiconductors and immersion technology, expressing enthusiasm about the role. The conversation highlights key stocks like NVIDIA, Microsoft, Palantir, TSMC, AMD, SoFi, Robinhood, and Hims, analyzing their performance and market positioning. The hosts provide insights into broader tech trends, AI investment strategies, and the evolving landscape for growth-oriented equities.
Jul 31, 2025 • 53min
Futurum Equities Podcast | Ep. 1
The episode opens with a live fireside chat featuring hosts and guest analysts discussing recent developments at Futurum Equities. Ray Wang shares his experience joining the team as research director for semiconductors and immersion technology, expressing enthusiasm about the role. The conversation highlights key stocks like NVIDIA, Microsoft, Palantir, TSMC, AMD, SoFi, Robinhood, and Hims, analyzing their performance and market positioning. The hosts provide insights into broader tech trends, AI investment strategies, and the evolving landscape for growth-oriented equities.
