Today, we break down Agilent. Agilent is a leader in instruments, software, and services to 285k labs - or the "picks and shovels" to Biopharma, Pharma, and Diagnostics. Marc de Vos, Fund Manager at Troy Asset Management, joined to cover this HP-born market leader.

Today we break down the Chicago Mercantile Exchange $CME. Our guest Adam Chandler, co-PM at Claremont Global, covered: Exchange and Clearinghouse 101 Why CME dominates futures What drives this ~$100bn mkt cap business

Exchanges are "deceptively simple" businesses. I really scratched my curiosity itch in this one. They are profitability beasts but I "don't know what I don't know" about risk management. Very fun recording.

US Treasury futures market is LARGER than the actual Treasury bond market. Futures market trades $800bn in notional value per day on avg. That's 10% more than cash Treasuries. $CME

$wbi, $lb Business Breakdowns podcast on WaterBridge just dropped - there goes my morning! Also relevant to $ses.to. podcasts.apple.com/us/podcast/wat…

Great episode on Waterbridge $WBI today - Finally got a guest from Horizon Kinetics - Finally covered a recent IPO - Dove into another off-the-radar but intriguing asset Thank you to James for sharing the knowledge And Chris Poch from Promethium Advisors for the assist!

For 3 years, Blake Saunders has been my reliable connector and information source for all things Media. He finally came out of the shadows to chat about industry dynamics. - Addictive UGC vs Premium IP - "Google Zero" publishers - Legacy Media 🤝 Newsletter/YT M&A - More!

Amphenol $APH builds mission-critical parts for electronics. Andy Gardner PM at Fiera Capital joined Matt Reustle to cover: Connectors, sensors, and interconnect systems Exposure to AI, EVs, and more 100+ years of decentralized innovation M&A powering the engine Enjoy!

Today, we break down CompoSecure $CMPO manufactures the premium metal cards for Amex, Chase, and many many more. Parsa Kiai from Steamboat Capital joined @reustlematt to cover: The family origins that led to 80% market share The SPAC detour and Dave Cote's 2024 arrival What

I often get asked, "What do you learn from the podcast that you can actually apply?" This is my first episode where I own the stock. Simply put, I wouldn't have bought $CMPO without lessons from the episodes. To be clear, this is NOT investment advice. Please, please, please,

Today, we break down Robinhood. You've been drowned in headlines, but find out what's under the $HOOD Our guest Arthur Olson, Founding Partners at Ravenswood Partners, joined @reustlematt to cover the path to becoming the US's third-largest broker, the 2022 "refounding", and how