I cross-referenced claims from 1,200 investing podcast episodes. Some patterns were pretty surprising

I've been tracking what fund managers and analysts *actually* say on podcasts. Not summaries, but specific claims and predictions with who said them and when. Been doing this across All-In, Odd Lots, Masters in Business, Acquired, and about 50 other shows. 1,200 episodes total, roughly 28,000 discrete claims.

**Some things that stood out:**

When you line up what different guests say about the same topic across different shows, you start seeing clusters. Like 4 different fund managers independently flagged the same semiconductor supply chain risk on separate podcasts months apart, well before it hit mainstream coverage. None of them were on the same show or referencing each other.

You can also see where the consensus breaks down. On rates, there's a pretty clean split. You can trace exactly who's on which side and what their reasoning is, because they each laid it out on different episodes.

The predictions are interesting too. Some guests have made specific, time-bound calls that you can now check against what actually happened. A few have been surprisingly accurate. Others not so much.

One thing I wasn't expecting: the same person will sometimes say slightly different things on different shows in the same week. Not contradictions exactly, but they'll emphasize different risks depending on the audience. That's harder to catch if you're only following one show.

Curious if anyone else tracks this kind of stuff across podcasts or if I'm the only one who thinks about it this way. What investing podcasts do you follow that you think have the most interesting guests?