Nick and I have been pounding the table on $ZETA since the low teens.
We had our first stream together over a month ago (clip below), and it remains the top-performing video on http://youtube.sambadawi.com
I'm proud to announce that we're officially partnering to launch a new podcast focused on financial markets, data, AI, emerging technologies, and the investment opportunities developing across these industries.
First of all... Nick is the man. He's extremely knowledgeable about the companies he covers and works like a beast. His dedication to research and understanding businesses at a deeper level is something I genuinely respect.
The goal is simple. Bring two independent investors together, challenge each other's perspectives, and have real conversations backed by research.
Data will be a central theme of our discussions. From how companies collect, process, and monetize data to how AI is transforming advertising, enterprise software, and infrastructure.
We'll explore companies like $ZETA, $APP, $RDDT, $PLTR, $META, $GOOGL, $NBIS, and others, connecting the dots between data, technology, business models, and long-term investment opportunities.
We're kicking things off with our experience at Zeta Live 2026 and a bigger question: Will AI disrupt advertising as we know it, or unlock an entirely new wave of growth?
Looking forward to building something great with @wealthmatica.
More details coming soon!