The Stock Universe

Mads Christiansen & Mathias Boe•podcasters.spotify.com

Welcome to The Stock Universe podcast with hosts Mads Christiansen, Fund Manager at NewDeal Invest, and Mathias Boe, former pro badminton player turned private investor. Join them as they explore the thrilling world of tech stocks, discussing trends, analyzing emerging technologies, and providing valuable insights for informed investment decisions. Get ready for an educational and entertaining journey through the stock market's tech universe. Tune in now!

Last refreshed: November 12th, 2025 at 10:44 AM ⓘ

Follow this podcast in the Metacast mobile app to refresh it and see new episodes.

Follow on

Apple Podcasts

Spotify

RSS

Podcasts are better in Metacast mobile app

Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

#7 - Cybersecurity (pt. 4) featuring Convequity: Cloud Security

In this fourth part of the cybersecurity series with Convequity we delve into cloud security, a pivotal pillar of cybersecurity in the modern era. We discuss key technologies and concepts such as agentless versus agent-based security, as well as shift-left security, covering the most promising names in the space from the public to the soon-to-IPO companies. Convequity is a Tech equity research company that truly understands product, architecture, and vision. Find out more at http://www.convequit...

Dec 30, 2023•1 hr 25 min

#6 - Cybersecurity (pt. 3) featuring Convequity: Security operations

This third episode of the cybersecurity series with Convequity is a deep dive into security operations. We look at concepts like firewall, EDR, and XDR and take a look at the companies competing in this space. Especially CrowdStrike, SentinelOne, and Palo Alto Networks. Convequity is a Tech equity research company that truly understands product, architecture, and vision. Find out more at http://www.convequity.com/ Twitter: @convequity...

Sep 22, 2023•1 hr 44 min

#5 - Cybersecurity (pt. 2) featuring Convequity: Network security - Companies competing for leadership in a massive and growing market

This second episode of the cybersecurity series with Convequity is a deep dive into network security. It contains deep dives on Zscaler, Palo Alto Networks, Fortinet, Cloudflare, and Netskope. We also look at Broadcoms ambitions with the VWware acquisition. The cybersecurity experts, Simon and Jordan, from Convequity, explain concepts like SASE, SSE, SWG, ZTNA, CASB, SD-WAN, and look at the technological advantages and disadvantages of the above-mentioned companies, that are competing for leader...

Aug 04, 2023•1 hr 59 min

#4 - Anthony Power interview: Investing in Bitcoin mining

Listen to this interview episode with Bitcoin miner analyst Anthony Power. He's a Bitcoin miner analyst with many takes on this space's investment possibilities. We also talk about the general crypto market, and where it's possibly going. Find Anthony at: https://twitter.com/cazenove_UK

Jul 23, 2023•48 min

#3 - Antonio Linares interviews (pt. 1): Creating wealth by investing in AI + Thesis on Palantir, Tesla, and Blackberry

Listen to the first episode of the podcast interview series of Antonio Linares where he asks the question; How does humanity create wealth using AI? He also gives his thesis on Palantir, Tesla, and Blackberry. This podcast series investigates Antonio and his thesis on AI and Large Language Models (LLMs). Find Antonio Linares at: Twitter: https://twitter.com/alc2022 Substack: https://substack.com/@antonio...

Jul 10, 2023•1 hr 3 min

#2 - Cybersecurity (pt. 1) featuring Convequity: Basics of Cybersecurity, the impact of Covid-19, different categories of security, and the necessity of each

The first episode is about cybersecurity with Jordan and Simon from Convequity. Simon and Jordan explain the development of cybersecurity, the impact of the years with Covid-19, and the difference between network security, cloud security, endpoint protection, and identity security. The next four episodes will be a deep dive into each of these four categories including a look at the companies competing in the different categories of cybersecurity. Convequity is a Tech equity research company that...

Jun 14, 2023•1 hr 3 min

#1 - Where are we in the Economic cycle? The market going forward, inflation, the concept of liquidity, and much more - ft. Alfonso Peccatiello

In today's episode, we talk about macro. The Stock Universe is joined by Alfonso Peccatiello from The Macro Compass. Alfonso shares his view on where we are in the economic cycle, The concept of liquidity, what inflation means for this cycle, and the recent run-up in tech stocks. We also get Alfonso's take on the markets going forward for the rest of 2023. The Macro Compass: www.themacrocompass.com Disclaimer: Nothing discussed on The Stock Universe should be considered investment advice. Please...

Jun 11, 2023•58 min

Hosted on Spotify for Creators (Anchor)

For the best experience, listen in Metacast app for iOS or Android