# Weekly Podcast Idea Digest — Matterfact Podcast Newsletter

> The week's highest-conviction long and short ideas pulled from investor podcasts, each with the manager who pitched it, the thesis in their words, and the episode it came from.

**2 issues**.

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- [Weekly Podcast Idea Digest - Week of June 22, 2026: Chanos Shorts the AI Landlords as a Rotation Trade Builds](https://www.matterfact.com/newsletter/2026-06-22-idea-digest-ai-landlords-rotation.md) — 2026-06-22: Cross-sector idea digest for the week of June 22, 2026. A busy week for single-name pitches, organized around one macro call: the Iran peace-deal MOU is expected to pull money out of the crowded AI and semiconductor trade and back into value, with the marquee debate being Jim Chanos shorting the AI 'landlords' while owning the chipmakers.
- [Weekly Podcast Idea Digest - Week of June 16, 2026: Einhorn's Gold Bet and a Wall of SpaceX Skepticism](https://www.matterfact.com/newsletter/2026-06-16-idea-digest-einhorn-gold-spacex.md) — 2026-06-16: Cross-sector idea digest for the week of June 16, 2026. The SpaceX IPO crowded out single-name idea content and drew mostly skeptical commentary, but a handful of credible fund managers laid out specific theses, led by David Einhorn's case for Agnico Eagle and gold.

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