Accrued Interest Podcast
Hosted by Accrued Interest
A solo analyst's daily take on market-moving news in tech and media, focused on corporate strategy and valuation.
This is a solo-hosted show offering rapid-fire financial analysis of specific corporate news, primarily in the tech and media sectors. The host deconstructs press releases, earnings reports, and strategic moves to offer a distinct investment thesis, often contrary to mainstream headlines. Episodes are typically short 'Daily Updates' or slightly longer 'Deep Dives' that aim to provide institutional-grade analysis for a retail audience.
“Unlike interview shows, this podcast is a direct-to-camera monologue, delivering a single, focused financial argument in a short format. The host's background as a media executive informs his analysis of media company strategies, offering an insider's perspective on corporate decision-making.”
Who hosts this show
The Accrued Interest podcast is hosted by Simeon McMillan, a semi-retired media executive and investor. He is a Wharton undergrad, a Columbia Value Investing alumnus, and the winner of the 2013 Sohn Idea Contest. The podcast and associated Substack newsletter serve as an outlet for his high-conviction stock research and analysis of U.S. media stocks and market trends.
Credentials & credits
- 2013 Sohn Idea Contest winner
- Semi-retired media executive
- Wharton Undergrad
- Columbia Value Investing Alumn
- Wall St. alum
Other ventures
- Accrued Interest on Substack
What kind of podcast
- Country
- United States
- Region
- usa
When new episodes drop
- 01
- 02
- 03
- 04Fox Sports 2026 World Cup Deal Explained | Accrued Interest UpdateMay 27, 2026 · 31s
- 05
- 06
- 07
- 08
Notable episodes
- 01The Truth About Alphabet’s $85B Raise: "AI Bubble" or Genius Play?
The host argues against the 'AI bubble' narrative, reframing Google's massive capital raise as a strategic infrastructure investment to service a pre-existing $462 billion cloud backlog.
- 02Money in Wrasslin: WWE's Free YouTube Genius & Netflix's Edge
The host praises WWE's strategy of streaming a major event for free on YouTube as a 'genius' move in modern media distribution, analyzing its impact on TKO's and Netflix's market position.
- 03Meta's $20B Pivot & Roku's Living-Room Billboard Explained
This episode details major strategic shifts at Meta and Roku, with the host highlighting his prior prediction of Meta's pivot to paid subscriptions and enterprise solutions.
What you'll be asked on this show
This is a solo-host, direct-to-camera monologue show. Episodes are typically short 'Daily Updates' or slightly longer 'Deep Dives' where the host presents a focused financial analysis. The show does not feature guests or interviews; it is purely the host's analytical take on current events in finance and media.
Signature segments
- · Accrued Interest Deep Dive
- · Daily Update
Topics covered repeatedly
Where to find this show
Audience & reach
The show is primarily a marketing funnel for the host's own paid Substack newsletter, 'Accrued Interest.' He frequently references his premium content and uses the free videos to showcase the quality of his analysis to drive subscriptions.
Subscriber and view counts are pulled live from YouTube and re-verified on a 30-day cycle. Listener estimates for the RSS feed aren't published here unless they're host-verified.
Pitch Accrued Interest
No public contact email on file yet — try the social channels below, or claim this page if you’re the host.
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People also ask
- Who is the host of Accrued Interest?
- The host is Simeon McMillan, a semi-retired media executive, investor, and winner of the 2013 Sohn Idea Contest.
- What is the format of the podcast?
- It is a solo-hosted monologue. Each episode features the host delivering a direct financial analysis of recent news in the tech and media sectors.
- Does the show have guests or interviews?
- No, the podcast does not feature guests or interviews. It consists entirely of the host's own analysis.
- Where can I find more content from Accrued Interest?
- The host, Simeon McMillan, also writes a more detailed newsletter on Substack under the name 'Accrued Interest'.
- What topics does the podcast cover?
- The show focuses on corporate finance, stock valuation, and business strategy, primarily within the media, tech, and streaming industries.
Built from the show's public RSS feed, YouTube, the host's own websites, and the cited sources below. Computed and AI-extracted fields are labelled. Facts only — no private info, no fabrication, no transcripts republished.
Sources & how this page was built
This page is AI-assisted, grounded in the public sources cited below, and host-verifiable. We publish facts only; we do not republish transcripts. If anything here is wrong, the host can claim and correct the page above.Model: gemini-2.5-pro · high confidence
- [01]Accrued Interest | Simeon McMillan | Substackaccruedinterest.substack.com
- [02]Simeon McMillan - Accrued Interest - Substack Profileaccruedinterest.substack.com
- [03]Accrued Interest's Simeon McMillan on $VSNT and the evolving media space - YouTubeyoutube.com
- [04]Accrued Interest YouTube Channelyoutube.com
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