The Shkreli Pill

The only pill worth swallowing. Markets, memes, medicine, and mayhem — served straight, no chaser. Watch the video versions on YouTube : https://www.youtube.com/@TheShkreliPill/videos.

The Shkreli Pill is a business podcast hosted by Unknown Host, with 192 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The Shkreli Pill, a business show with 192 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  The Shkreli Pill

  Episode 1000: The Hidden AI Bottleneck： Memory Cycle Is Turning Again. Nvidia, CoreWeave Stock

  Aug 18, 202625 min

  In this milestone episode, Martin discusses why memory could emerge as a critical bottleneck for the continued expansion of AI infrastructure and examines signs that the semiconductor memory cycle may be shifting once again. He explores the implications for AI compute demand, memory pricing, supply constraints, and capital spending before analyzing Nvidia and CoreWeave, explaining how these changing industry dynamics could affect their valuations and investment outlooks.

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  The Shkreli Pill

  Martin Shkreli Finance Lesson Part 18 (Archive cut)

  Aug 17, 20262 hour

  In this archive lesson, Martin continues his discussion of finance, investing, and stock analysis, breaking down the concepts he believes are essential for understanding markets and evaluating businesses. He covers topics such as valuation, risk, expected returns, portfolio construction, and investment decision-making, using practical examples to explain the reasoning behind his approach to trading and fundamental analysis.

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  The Shkreli Pill

  Episode 999: The 1 Thing That Actually Makes Traders Money. What Actually Matters in a Stock？

  Aug 16, 202623 min

  In this episode, Martin discusses what he believes ultimately separates profitable traders from everyone else and explains why having a genuine investment edge matters more than simply following popular strategies. He breaks down what actually matters when evaluating a stock, including expected returns, valuation, catalysts, probabilities, and risk, while explaining how disciplined position sizing and decision-making can turn a small analytical advantage into consistent long-term performance.

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  The Shkreli Pill

  Episode 998: I’m Bullish on Nvidia. I’m Still Shorting It. SanDisk, Intel, Micron MU Stock

  Aug 16, 202621 min

  In this episode, Martin explains how he can remain bullish on Nvidia’s underlying business while simultaneously holding a short position in the stock, highlighting the distinction between company fundamentals, valuation, and short-term trading opportunities. He also revisits his bearish views on SanDisk and Intel and analyzes Micron (MU), discussing semiconductor cycles, memory pricing, AI demand, valuations, and the catalysts shaping his current positions.

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  The Shkreli Pill

  Episode 997: This Could Be the Start of an AI Selloff. Nvidia, SanDisk, Micron, Nebius

  Aug 15, 202622 min

  In this episode, Martin discusses whether recent market moves could signal the beginning of a broader selloff in AI-related stocks. He examines Nvidia, SanDisk, Micron, and Nebius, focusing on valuations, semiconductor and memory cycles, AI infrastructure spending, and changing investor expectations. He also explains the risks and catalysts he believes could determine whether weakness in the sector develops into a larger correction.

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