Transistor (https://transistor.fm) https://feeds.transistor.fm/the-heat-map The Heat Map — brands, macro, trading ideas, long-term stock ideas, and research, from one expert team, always on. The Heat Map is the podcast from Eric Clark's digital investment team — eleven sector experts, a chief macro strategist, and a marketing desk, led by Muse — tracking where the heat is across brands, sectors, and markets: the macro forces that move risk, trading ideas for right now, and long-term stock ideas built on deep research. © 2026 Eric Clark 1cf303a8-30ce-57e3-96c6-44e5c28d1289 yes en Sat, 24 Oct 2026 11:43:13 -0700 Sat, 24 Oct 2026 11:43:24 -0700 https://img.transistorcdn.com/m5fpBg_fTJa-BLadcx1PwtgbtGgESd_oshgNtpi4A_Y/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS81ODVl/ZjUyYWYwMTFjOWMz/MWRmMjcwOTkzYTJi/MjE4OC5wbmc.jpg episodic Eric Clark The Heat Map — brands, macro, trading ideas, long-term stock ideas, and research, from one expert team, always on. The Heat Map is the podcast from Eric Clark's digital investment team — eleven sector experts, a chief macro strategist, and a marketing desk, led by Muse — tracking where the heat is across brands, sectors, and markets: the macro forces that move risk, trading ideas for right now, and long-term stock ideas built on deep research. The Heat Map — brands, macro, trading ideas, long-term stock ideas, and research, from one expert team, always on. investing, stocks, macro, sectors, brands, earnings Eric Clark No No TIMELESS 25 — The Best of the Best: Durable Compounders for This Regime full 9534bb4c-4981-4891-8a43-65003173ff6b https://share.transistor.fm/s/7333b4de Sat, 24 Oct 2026 08:20:12 -0700 Eric Clark Eric Clark 1121 The CIO and Paul build the Timeless 25 from the eleven sector Timeless 10s: 25 all-weather durable compounders, equal-weighted at 4 percent each, entered at the October 23, 2026 close. 21 US names, 4 non-US names (16 percent): TSM, ASML, AZN and LIN, positioned near the floor of the 10 to 35 percent band because Saul's factor tape says US momentum leads and emerging markets have rolled over. First review Friday, January 22, 2027; the record chain-links quarter to quarter. The CIO and Paul build the Timeless 25 from the eleven sector Timeless 10s: 25 all-weather durable compounders, equal-weighted at 4 percent each, entered at the October 23, 2026 close. 21 US names, 4 non-US names (16 percent): TSM, ASML, AZN and LIN, posi investing, stocks, macro, sectors, brands, earnings No TIMELESS 10 — INDUSTRIALS SECTOR — Ivan's Timeless 10 full d0a8e6d2-5783-489e-8add-e64773786681 https://share.transistor.fm/s/5906190f Sat, 24 Oct 2026 08:04:08 -0700 Eric Clark Eric Clark 1322 Ivan's debut: the 10 Industrials stocks he would most comfortably own for the next 12 months — Lockheed Martin, RTX, GE Vernova, Eaton, Vertiv, Comfort Systems, Quanta Services, Caterpillar, Safran, and Airbus — with entry prices locked at Friday October 23, 2026 closes. Analyst + CIO conversation. Ivan's debut: the 10 Industrials stocks he would most comfortably own for the next 12 months — Lockheed Martin, RTX, GE Vernova, Eaton, Vertiv, Comfort Systems, Quanta Services, Caterpillar, Safran, and Airbus — with entry prices locked at Friday October investing, stocks, macro, sectors, brands, earnings No TIMELESS 10 — HEALTH CARE SECTOR — Hannah's Timeless 10 full 08055c0e-c15e-4e6a-aaf0-1f174c0a4d03 https://share.transistor.fm/s/c7870f15 Sat, 24 Oct 2026 08:01:46 -0700 Eric Clark Eric Clark 1170 Hannah, Health Care desk head, presents her Timeless 10: the 10 Health Care stocks she would most comfortably own for the next 12 months, in conversation with the CIO. Entry prices locked at the Friday, October 23, 2026 close. Hannah, Health Care desk head, presents her Timeless 10: the 10 Health Care stocks she would most comfortably own for the next 12 months, in conversation with the CIO. Entry prices locked at the Friday, October 23, 2026 close. investing, stocks, macro, sectors, brands, earnings No TIMELESS 10 — FINANCIALS SECTOR — Frank's Timeless 10 full 98c99611-434f-4844-9bbc-e14bbfac96a4 https://share.transistor.fm/s/4773c8b7 Sat, 24 Oct 2026 08:01:35 -0700 Eric Clark Eric Clark 1149 Frank, Financials sector head, introduces his Timeless 10 for the next 12 months: seven tollbooths, one disciplined insurer, and two fortress banks, built for Quad 3 risk and a Quad 4-dominant 2027. Equal-weighted, entries locked at Friday October 23, 2026 close, first review January 22, 2027. Frank, Financials sector head, introduces his Timeless 10 for the next 12 months: seven tollbooths, one disciplined insurer, and two fortress banks, built for Quad 3 risk and a Quad 4-dominant 2027. Equal-weighted, entries locked at Friday October 23, 202 investing, stocks, macro, sectors, brands, earnings No TIMELESS 10 — REAL ESTATE SECTOR — Rosa's Timeless 10 full 40738eca-a249-4bfd-91d6-e005d1785683 https://share.transistor.fm/s/fa26bd95 Sat, 24 Oct 2026 08:00:46 -0700 Eric Clark Eric Clark 1254 Rosa, Real Estate sector head, debuts with her Timeless 10: the ten Real Estate stocks she would most comfortably own for the next twelve months. Prologis, American Tower, Equinix, Simon Property Group, Welltower, Public Storage, CBRE Group, Vonovia, Segro, and Goodman Group. Equal-weighted, entries locked at Friday's close, October 23, 2026. First review Friday, January 22, 2027. Rosa, Real Estate sector head, debuts with her Timeless 10: the ten Real Estate stocks she would most comfortably own for the next twelve months. Prologis, American Tower, Equinix, Simon Property Group, Welltower, Public Storage, CBRE Group, Vonovia, Segr investing, stocks, macro, sectors, brands, earnings No TIMELESS 10 — ENERGY SECTOR — Ethan's Timeless 10 full b4968392-a7d0-42c0-8180-a9cacf2c0df3 https://share.transistor.fm/s/a2f5fd96 Sat, 24 Oct 2026 08:00:42 -0700 Eric Clark Eric Clark 1253 Ethan, Energy desk head, debuts with his Timeless 10: the ten energy stocks he would most comfortably own for the next twelve months. Own the structure, harvest the shock, never mistake a geopolitical premium for a permanent allocation. Ethan, Energy desk head, debuts with his Timeless 10: the ten energy stocks he would most comfortably own for the next twelve months. Own the structure, harvest the shock, never mistake a geopolitical premium for a permanent allocation. investing, stocks, macro, sectors, brands, earnings No TIMELESS 10 — MATERIALS SECTOR — Matt's Timeless 10 full 8136ed19-57e5-41be-9796-d3d1148e3800 https://share.transistor.fm/s/dbef10cb Sat, 24 Oct 2026 08:00:34 -0700 Eric Clark Eric Clark 1243 Matt, head of the Materials desk, debuts with his Timeless 10: the 10 Materials stocks he would most comfortably own for the next 12 months. Quality first, copper scarcity, tollbooths and gold for a Quad 3/Quad 4 world. Entry prices locked at Friday, October 23, 2026 closes. Matt, head of the Materials desk, debuts with his Timeless 10: the 10 Materials stocks he would most comfortably own for the next 12 months. Quality first, copper scarcity, tollbooths and gold for a Quad 3/Quad 4 world. Entry prices locked at Friday, Octo investing, stocks, macro, sectors, brands, earnings No TIMELESS 10 — COMMUNICATION SERVICES SECTOR — Carl's Timeless 10 full 204fca48-c340-4972-a008-bfc9a5daea27 https://share.transistor.fm/s/417e5ebd Sat, 24 Oct 2026 07:59:59 -0700 Eric Clark Eric Clark 1117 Carl, head of the Communication Services desk, introduces his Timeless 10: the ten Communication Services stocks he would most comfortably own for the next twelve months. Own the landlords, not the tenants: Meta, Alphabet, Netflix, Spotify, AppLovin, Reddit, Tencent, Nintendo, Universal Music Group, and Take-Two, with entry prices locked at the Friday, October 23, 2026 close. Carl, head of the Communication Services desk, introduces his Timeless 10: the ten Communication Services stocks he would most comfortably own for the next twelve months. Own the landlords, not the tenants: Meta, Alphabet, Netflix, Spotify, AppLovin, Redd investing, stocks, macro, sectors, brands, earnings No TIMELESS 10 — UTILITIES SECTOR — Uma's Timeless 10 full e53a301f-6a2c-4b06-8e6f-2c650c3254ac https://share.transistor.fm/s/952a0e39 Sat, 24 Oct 2026 07:59:55 -0700 Eric Clark Eric Clark 1291 Uma, head of the Utilities desk, debuts with her Timeless 10: the ten Utilities stocks she would most comfortably own for the next twelve months — NextEra, Duke, Southern, AEP, Sempra, Constellation, Vistra, National Grid, Iberdrola and Enel — in conversation with the CIO. Utilities Strength Score 70, Strong. Uma, head of the Utilities desk, debuts with her Timeless 10: the ten Utilities stocks she would most comfortably own for the next twelve months — NextEra, Duke, Southern, AEP, Sempra, Constellation, Vistra, National Grid, Iberdrola and Enel — in conversa investing, stocks, macro, sectors, brands, earnings No TIMELESS 10 — CONSUMER STAPLES SECTOR — Stan's Timeless 10 full 4a1146a7-e7d4-4992-b69d-e4016276afb4 https://share.transistor.fm/s/f9734004 Sat, 24 Oct 2026 07:59:25 -0700 Eric Clark Eric Clark 1176 Stan's Timeless 10 for Consumer Staples: Costco, Walmart, Procter and Gamble, Colgate-Palmolive, Coca-Cola, Monster Beverage, Philip Morris International, Maplebear (Instacart), L'Oreal and Nestle. Equal-weighted, entries locked at the Friday October 23, 2026 close, first review January 22, 2027. Stan's Timeless 10 for Consumer Staples: Costco, Walmart, Procter and Gamble, Colgate-Palmolive, Coca-Cola, Monster Beverage, Philip Morris International, Maplebear (Instacart), L'Oreal and Nestle. Equal-weighted, entries locked at the Friday October 23, investing, stocks, macro, sectors, brands, earnings No TIMELESS 10 — TECHNOLOGY SECTOR — Tom's Timeless 10 full 1a75600a-ac8e-4ac0-90e1-580032019166 https://share.transistor.fm/s/8ea004bc Sat, 24 Oct 2026 07:59:16 -0700 Eric Clark Eric Clark 1117 Tom, head of the technology desk, introduces his Timeless 10 for the next twelve months: NVIDIA, TSMC, ASML, Microsoft, Apple, Arista, Broadcom, Lam Research, Texas Instruments, and Accenture. Anchored to quality first, momentum with a quality gate, a defensive tilt, and value as a guardrail, for a Quad 3 turn into a Quad 4-dominant 2027. Entry prices locked at the Friday, October 23, 2026 close. Tom, head of the technology desk, introduces his Timeless 10 for the next twelve months: NVIDIA, TSMC, ASML, Microsoft, Apple, Arista, Broadcom, Lam Research, Texas Instruments, and Accenture. Anchored to quality first, momentum with a quality gate, a def investing, stocks, macro, sectors, brands, earnings No TIMELESS 10 — CONSUMER DISCRETIONARY SECTOR — Dana's Timeless 10 full 2f5c8025-4454-46fa-bc57-964d2c07d954 https://share.transistor.fm/s/21c6ce35 Sat, 24 Oct 2026 07:58:26 -0700 Eric Clark Eric Clark 1194 Dana's Timeless 10: Booking, Marriott, Hilton, TJX, Ross, McDonald's, Yum, Amazon, MercadoLibre, Ferrari — the quality pockets that survive a consumer squeeze, with entry prices locked at the Friday October 23, 2026 close. Dana's Timeless 10: Booking, Marriott, Hilton, TJX, Ross, McDonald's, Yum, Amazon, MercadoLibre, Ferrari — the quality pockets that survive a consumer squeeze, with entry prices locked at the Friday October 23, 2026 close. investing, stocks, macro, sectors, brands, earnings No CIO MARKET SUMMARY — Weekly Market Summary: Week of October 23, 2026: Stay Invested, Defensibly Tilted full db04d1ee-bdee-4403-910b-85a6c13ff60b https://share.transistor.fm/s/a7e25e0f Fri, 23 Oct 2026 22:40:29 -0700 Eric Clark Eric Clark 2026 The whole desk reports in: the regime, the smart bond market, the sector scores, the technicals, and the portfolio posture — stay invested, defensibly tilted, into FOMC week. The whole desk reports in: the regime, the smart bond market, the sector scores, the technicals, and the portfolio posture — stay invested, defensibly tilted, into FOMC week. investing, stocks, macro, sectors, brands, earnings No FIXED INCOME — Bill, Head of Fixed Income: The Smart Market Speaks full ed317578-aaa9-475e-8301-b24fe88496c7 https://share.transistor.fm/s/141c3c2c Fri, 23 Oct 2026 22:27:10 -0700 Eric Clark Eric Clark 953 Meet Bill, the team's bond guru and head of fixed income models. The smart market's verdict: inflation expectations anchored at 2.32 percent, the 10-year at 5.00 is a real-yield and term-premium story, credit being repriced from the bottom up. The Hybrid Income Opportunities model: core basket BINC, FLXR, XAGG verified ticker by ticker (PYLD on watch), AAA CLOs and the belly owned, high yield and loans refused at today's spreads. Fixed Income Opportunity Score: 59. Meet Bill, the team's bond guru and head of fixed income models. The smart market's verdict: inflation expectations anchored at 2.32 percent, the 10-year at 5.00 is a real-yield and term-premium story, credit being repriced from the bottom up. The Hybrid investing, stocks, macro, sectors, brands, earnings No ASSET ALLOCATION — Paul's Allocation: Building the Portfolio for This Regime full 53771023-ed60-46f9-9067-7fea09fe68c7 https://share.transistor.fm/s/f16b4a1f Fri, 23 Oct 2026 18:51:12 -0700 Eric Clark Eric Clark 927 Paul, head of portfolio management and asset allocation, converts the whole team's inaugural research — Marco's Quad 3-to-Quad 4 map, Trent's 10-month-line verdict, Saul's defensive factor leadership, and the sector desks' strength scores — into a concrete model allocation: 52% equities tilted to quality and defense, 30% fixed income kept short with credit risk declined at today's spreads, 10% real assets, and 8% cash with a written job. Plus the staged duration plan and the triggers that change every weight. Paul, head of portfolio management and asset allocation, converts the whole team's inaugural research — Marco's Quad 3-to-Quad 4 map, Trent's 10-month-line verdict, Saul's defensive factor leadership, and the sector desks' strength scores — into a concret investing, stocks, macro, sectors, brands, earnings No SOCIAL BUZZ — Scout's Buzz Report: Hot Brands, Cold Brands, and the Trading Boards full 1aaacdd5-f5ed-4f91-a3ec-4933ccacb6ac https://share.transistor.fm/s/1c63f1cd Fri, 23 Oct 2026 18:43:20 -0700 Eric Clark Eric Clark 837 Scout, the team's social buzz analyst, files his inaugural report: which brands are hot and cold with consumers, what the trading communities are playing, and where the buzz may be leading the next earnings prints. Social Tape Strength Score: 44 out of 100 — social money is hiding. Brands, macro, trading ideas, long-term stock ideas, and research — from one expert team, always on. Scout, the team's social buzz analyst, files his inaugural report: which brands are hot and cold with consumers, what the trading communities are playing, and where the buzz may be leading the next earnings prints. Social Tape Strength Score: 44 out of 10 investing, stocks, macro, sectors, brands, earnings No STYLE FACTORS — Saul's Factor Map: Where the Real Leadership Is full 68dd50ba-47f5-40bb-b296-f79f3a7c113f https://share.transistor.fm/s/66e8e1a0 Fri, 23 Oct 2026 18:25:48 -0700 Eric Clark Eric Clark 870 Saul Rosenberg's inaugural factor map: defensive factors lead on every axis, momentum disagrees for a mechanical reason, and the tape is pricing the slowing quads in advance. Factor Leadership Strength Score: 72/100. Saul Rosenberg's inaugural factor map: defensive factors lead on every axis, momentum disagrees for a mechanical reason, and the tape is pricing the slowing quads in advance. Factor Leadership Strength Score: 72/100. investing, stocks, macro, sectors, brands, earnings No TRADING & OPTIONS TAPE — Pete's Tape: Gamma, Flow, and the Fast Money full e7e35d8c-181c-408f-bc69-185dcc57bb3a https://share.transistor.fm/s/51640086 Fri, 23 Oct 2026 18:22:38 -0700 Eric Clark Eric Clark 856 Pete, the team's prop trader, files his inaugural tape read: dealers are short gamma below the 7,700 flip, protection is expensive and crowded, and the fast money is long the shock and short commitment into FOMC week. Pete, the team's prop trader, files his inaugural tape read: dealers are short gamma below the 7,700 flip, protection is expensive and crowded, and the fast money is long the shock and short commitment into FOMC week. investing, stocks, macro, sectors, brands, earnings No CIO MARKET SUMMARY — State of the Markets: The CIO Roll-Up — Risk, Economy, Technicals full de7798b0-80d4-401f-ab6b-0f310c09745e https://share.transistor.fm/s/03a277a7 Fri, 23 Oct 2026 17:34:35 -0700 Eric Clark Eric Clark 1108 The Chief Investment Officer rolls up all nine inaugural desk reports into one view of the risk-taking, economic, and technical environments — and the portfolio posture that follows. The Chief Investment Officer rolls up all nine inaugural desk reports into one view of the risk-taking, economic, and technical environments — and the portfolio posture that follows. investing, stocks, macro, sectors, brands, earnings No MARKET TECHNICALS — Trent's Technicals: Internals, Breadth, and the 10-Month Line full 37500bc3-020e-43aa-bcc2-66fb17919054 https://share.transistor.fm/s/7de1acbf Fri, 23 Oct 2026 17:21:42 -0700 Eric Clark Eric Clark 878 Trent, the team's Chartered Market Technician, files his inaugural report: a stealth correction under a calm index, defensive leadership, four plain trend verdicts, and the 10-month moving average that governs the firm's positioning. Overall market technical strength score: 52 of 100. Trent, the team's Chartered Market Technician, files his inaugural report: a stealth correction under a calm index, defensive leadership, four plain trend verdicts, and the 10-month moving average that governs the firm's positioning. Overall market techni investing, stocks, macro, sectors, brands, earnings No REAL ASSETS — Reed's Real Assets Rundown: Oil, Gold, Copper, and the Hard-Asset Tape full 526d7fc4-9c63-4bed-acaf-f09223a225a2 https://share.transistor.fm/s/cfbb97c0 Fri, 23 Oct 2026 17:20:07 -0700 Eric Clark Eric Clark 872 Reed's inaugural real assets rundown: crude up 130% in a year on a war shock with an expiry date in the futures curve, gold's central-bank bid under a post-blowoff washout, copper's structural scarcity, and a late-cycle tell that checks out. Overall Real Assets Strength Score: 68 of 100. Reed's inaugural real assets rundown: crude up 130% in a year on a war shock with an expiry date in the futures curve, gold's central-bank bid under a post-blowoff washout, copper's structural scarcity, and a late-cycle tell that checks out. Overall Real investing, stocks, macro, sectors, brands, earnings No CONSUMER STAPLES SECTOR — Stan's Staples Rundown: The Defensive Shelf, Priced and Tested full 1708f8c1-0cc6-4325-a582-539e856005f9 https://share.transistor.fm/s/c3914a64 Fri, 23 Oct 2026 17:18:12 -0700 Eric Clark Eric Clark 912 Stan, The Heat Map's consumer staples analyst, files his inaugural rundown: a 3.58 trillion dollar sector and its fifteen-year record, the six sub-sectors graded for growth and stability, the key stocks on the shelf, and a closing Sector Strength Score of 74 out of 100. Stan, The Heat Map's consumer staples analyst, files his inaugural rundown: a 3.58 trillion dollar sector and its fifteen-year record, the six sub-sectors graded for growth and stability, the key stocks on the shelf, and a closing Sector Strength Score of investing, stocks, macro, sectors, brands, earnings No HEALTH CARE SECTOR — Hannah's Health Care Rundown: Defense, GLP-1s, and the Genomics Frontier full 76b546b6-6c05-401f-aae7-e14de797bc2c https://share.transistor.fm/s/b87ff3de Fri, 23 Oct 2026 17:16:53 -0700 Eric Clark Eric Clark 1134 investing, stocks, macro, sectors, brands, earnings No FINANCIALS SECTOR — Frank's Financials Rundown: Banks, Payments, and the Credit Question full 0144d57c-d2c6-409b-ba8a-1d9b7b38fd6d https://share.transistor.fm/s/b325f407 Fri, 23 Oct 2026 17:15:52 -0700 Eric Clark Eric Clark 855 investing, stocks, macro, sectors, brands, earnings No COMMUNICATION SERVICES SECTOR — Carl's Communication Services Rundown: The Attention Economy, by the Numbers full df86482e-0e88-4640-a000-ba53c0847315 https://share.transistor.fm/s/c66d7ae5 Fri, 23 Oct 2026 17:15:44 -0700 Eric Clark Eric Clark 863 Carl's inaugural communication services rundown: a .8T attention economy dominated by Alphabet and Meta, the streaming profitability turn, the SpaceX carrier shock, and a Sector Strength Score of 62/100. Carl's inaugural communication services rundown: a .8T attention economy dominated by Alphabet and Meta, the streaming profitability turn, the SpaceX carrier shock, and a Sector Strength Score of 62/100. investing, stocks, macro, sectors, brands, earnings No TECHNOLOGY SECTOR — Tom's Tech Rundown: The AI Buildout, Measured full ddbaa47c-2c1a-4348-93f0-7d57fb936972 https://share.transistor.fm/s/40ea810a Fri, 23 Oct 2026 17:12:24 -0700 Eric Clark Eric Clark 890 Tom's inaugural technology report: the sector measured (37.9% of the S&P 500, +39% revenue growth), the sub-sector map, the key stocks by role, and a Sector Strength Score of 74. Tom's inaugural technology report: the sector measured (37.9% of the S&P 500, +39% revenue growth), the sub-sector map, the key stocks by role, and a Sector Strength Score of 74. investing, stocks, macro, sectors, brands, earnings No CONSUMER DISCRETIONARY SECTOR — Dana's Discretionary Rundown: Size, Returns, and Where the Consumer Is Strong full e2691c57-5f75-4099-9da0-f4682522791d https://share.transistor.fm/s/aa9ccebf Fri, 23 Oct 2026 17:11:50 -0700 Eric Clark Eric Clark 925 Dana, The Heat Map's consumer discretionary analyst, files her inaugural rundown: an 8.8 trillion dollar sector compounding at 12 to 14 percent over the long run but lagging badly now, where travel platforms, off-price retail, and franchised restaurants still deserve ownership, why housing and footwear lag, and her Overall Sector Strength Score of 34 out of 100. Brands, macro, trading ideas, long-term stock ideas, and research — from one expert team, always on. Dana, The Heat Map's consumer discretionary analyst, files her inaugural rundown: an 8.8 trillion dollar sector compounding at 12 to 14 percent over the long run but lagging badly now, where travel platforms, off-price retail, and franchised restaurants s investing, stocks, macro, sectors, brands, earnings No MACRO — Marco's Macro Map: The Regime, the Quads, and How to Invest in This Environment full 440a5a4a-5555-4cf4-9b6f-d33d0bd1d892 https://share.transistor.fm/s/c3aefd9f Fri, 23 Oct 2026 16:19:00 -0700 Eric Clark Eric Clark 947 Marco, The Heat Map's chief macro strategist, files his inaugural report: the Dalio/Bridgewater environment quadrants and the Hedgeye Quad model side by side, the current regime call — Quad 3 risk now, Quad 4 the 2027 destination — and a plain-English investor summary of what to own, what to underweight, what to buy on sale, and the triggers that would change the call. Brands, macro, trading ideas, long-term stock ideas, and research — from one expert team, always on. Marco, The Heat Map's chief macro strategist, files his inaugural report: the Dalio/Bridgewater environment quadrants and the Hedgeye Quad model side by side, the current regime call — Quad 3 risk now, Quad 4 the 2027 destination — and a plain-English inv investing, stocks, macro, sectors, brands, earnings No SHOW INTRODUCTION — Welcome to The Heat Map: Meet the Always-On Investment Team full 6b232dce-bcea-4d9e-8eae-33c1b945e062 https://share.transistor.fm/s/238eadc0 Fri, 23 Oct 2026 11:06:18 -0700 Eric Clark Eric Clark 128 Meet the digital investment team behind The Heat Map: eleven sector experts, a chief macro strategist, and a marketing desk, led by Muse — blending decades of human market experience with the power of AI. Brands, macro, trading ideas, long-term stock ideas, and research — from one expert team, always on. Meet the digital investment team behind The Heat Map: eleven sector experts, a chief macro strategist, and a marketing desk, led by Muse — blending decades of human market experience with the power of AI. Brands, macro, trading ideas, long-term stock idea investing, stocks, macro, sectors, brands, earnings No