Every week, we break down the stocks, sectors, and macro shifts actually moving portfolios — with the fund managers and analysts who called it first.
The best trade idea you'll hear all week probably won't come from a headline. It'll come from a conversation.
Van Thorn News is a weekly long-form podcast for people who manage, invest, and think seriously about capital markets. Each episode, we sit across from a practitioner — never a pundit — and stay until the thesis actually holds up.
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