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Avory - Markets and Investing

Avory - Markets and Investing

By: Avory & Co.
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Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into what’s moving markets, how companies are performing, and where opportunities may be forming. We break down earnings, macro trends, and investor sentiment — all from the lens of a concentrated, high-conviction portfolio. *** The views expressed on Avory Podcast: Around the Desk are those of the hosts and guests and do not constitute investment advice. This podcast is for informational purposes only and should not be relied upon to make investment decisions. All investments involve risk, including potential loss of capital. Avory & Co. may hold positions in the companies discussed.Avory and Company, LLC. Economics Management Management & Leadership Personal Finance
Episodes
  • Is IREN for Real? A Deep Dive into the AI Infra Pivot
    Jul 4 2025

    In this episode of Around the Desk, Sean Emory sits down with three investors who have been closely following IREN — the Bitcoin miner now pivoting toward high-performance computing (HPC).

    We dig into the key questions:
    • Can a miner really become an AI infrastructure player?
    • What’s happening on the ground with grid capacity, permitting, and capex?
    • Are they executing or just announcing?

    Guests Kama, Frans, and Dulce join anonymously (X-style) to break down their views — from land records and site visits to financial modeling and risk.

    This is a technical, high-conviction conversation for anyone trying to understand the shift from Bitcoin mining to AI compute infrastructure.

    0:00 Intro
    1:50 Backstory
    4:15 Kama view on the pivot to HPC
    8:15 HPC execution?
    9:20 Dulce adds in to HPC pivot thoughts...
    16:40 Frans adds in.
    52:20 Valuation views?
    62:45 Risks


    Hosted by: Sean Emory, Co-Founder & CIO of Avory
    Podcast: Around the Desk by Avory

    ⚠️ Disclaimer: This podcast is for informational purposes only and does not constitute investment advice. All views expressed are those of the individual participants and do not represent the opinions of Avory or its affiliates. Always do your own research before making investment decisions.

    $IREN $CORE $NVDA

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    1 hr and 10 mins
  • Can AI Run a Business: The Path to the Autonomous Enterprise
    Mar 3 2025

    In this episode of Inside Scoop Podcast, founder and Chief Investment Officer Sean Emory from Avory & Co. talks to Yuma Heymans, founder and CEO of O-mega AI, a pioneer in the field of autonomous business operations. They delve into O-mega AI's vision of fully automating company tasks such as software engineering, marketing, sales, and operations with minimal human intervention. Heymans explains the benefits, challenges, and future implications of implementing AI agents in business workflows. They also discuss the evolving role of humans in an AI-driven world, investment opportunities in the AI landscape, and how companies can prepare for a future where AI-human hybrid workforces become the norm. The conversation highlights the potential transformation AI could bring to various aspects of enterprise operations, making automation more accessible and efficient.00:00 Introduction to the Inside Scoop Podcast01:09 Meet Yuma Heymans: Founder and CEO of Omega AI01:48 The Vision of an Autonomous Business04:20 Challenges and Realities of AI Implementation06:48 The Role of Humans in an AI-Driven World10:16 Personal Challenges in Building an AI Business12:06 Departmental Automation: Software Engineering, Marketing, and Sales26:28 The Future of AI in Business and Investment39:01 Rapid Fire Questions and Bold Predictions44:32 Conclusion and Where to Find More InformationLearn more about Avory https://www.avory.xyz/_______Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place.Listeners and viewers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page

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    46 mins
  • Disrupting Aviation Industry with Founder of Lyte Aviation
    Dec 30 2024

    In this conversation, Freshta Farzam, founder and CEO of LYTE Aviation, discusses the future of EVTOLs (Electric Vehicle Takeoff and Landing) and the aviation industry. She highlights the need for innovation in air transportation, particularly through the use of hydrogen propulsion and the potential for autonomous flight. The discussion covers market opportunities, safety considerations, regulatory challenges, and the competitive landscape in the EVTOL space.


    Chapters


    00:00 Introduction to LYTE Aviation and EVTOLs

    03:02 The Current State of the Aviation Industry

    05:49 Hydrogen Propulsion: A Game Changer

    09:13 Market Opportunities and Business Cases

    12:02 Safety and Regulatory Considerations

    14:57 The Future of Autonomous Flight

    18:12 Funding and Competition in the EVTOL Space

    21:01 Regulatory Landscape and Future Outlook


    Learn more about Avory https://www.avory.xyz/


    _______


    Disclaimer


    Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place.


    Listeners and viewers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.


    “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.


    Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.



    Please reach out to Houston Hess our head of Compliance and Operations for any further details.



    Find more here https://www.avory.xyz/disclaimer-page

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    28 mins

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