The Gold ThesisA documentary channel about money & technology
Deep dives on how companies really make money, why markets move, and what the next wave of tech means for your wallet. Built on real data. No hype.
Latest episode
10:03Big Tech will spend more than $700 billion building AI this year, and more of it is borrowed. We follow the money, look at what happened when the 2001 fiber boom ran on debt, and ask what it means for anyone with an index fund.
Watch the episode →What we cover
The deals, fees and incentives behind the brands you use every day.
Bubbles, crashes and booms from the past, and what they say about today.
AI, chips, fintech and the infrastructure underneath them, explained in dollars.
Principles you can use with your own money, backed by real numbers.
Filings, official statistics and named reporting. Sources are listed with every video.
We explain how money moves. We never tell you what to buy.
Cinematic visuals, clear charts and a steady narrator. Built to be watched, not skimmed.
For brands
Our audience is ambitious people aged 25–54 in the US, UK, India, Canada and Australia who invest, or want to. They watch to make decisions, which is where finance and software products convert.
| Package | What you get | Length |
|---|---|---|
| Integrated read | A script written in our voice and approved by you, with an on-screen product card and a link in the description and pinned comment. | 60–90 s |
| Dedicated deep dive | A full episode on your category or product story. You review the facts; editorial judgement stays with us. | Full episode |
| Series partner | Presenting sponsor across four videos: opening mention, a read in each, and your logo on the end card. | 4 videos |
| Performance | Affiliate or CPA deals for products we would cover anyway, tracked with your links and codes. | Ongoing |
Integrations are priced on expected views. Brands that book during our launch phase keep their rate for 12 months as the channel grows.