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Explore every episode of the podcast The decanted portfolio
Dive into the complete episode list for The decanted portfolio. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
| Title | Pub. Date | Duration | |
|---|---|---|---|
| St. Emilion, Malbec and AI bubble gossip | 21 nov. 2025 | 00:47:57 | |
Bastien and Nico discuss about the latest wave of NVIDIA earnings (very positive, but) unable to stop fears of an AI bubble (companies over-investing) that is rattling financial markets. With those moody, fascinating, incongruent market moves we have selected and discussed the character of Bordeaux (St Emilion) , Cahors and Argentinean Malbec wines. And we debunk a couple of wrong myths on how to consume wine. Enjoy! | |||
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