Episodios

  • Physical AI Is a $40 Trillion Market — S&P Top 10 Already 40% Concentrated

    Physical AI Is a $40 Trillion Market — S&P Top 10 Already 40% Concentrated
    Apr 5 2026

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    41 m
  • Shiller CAPE at 2000 Bubble Levels — Households 30% Over-Allocated to Stocks

    Shiller CAPE at 2000 Bubble Levels — Households 30% Over-Allocated to Stocks
    Apr 5 2026

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    59 m
  • Oil Hits $140, Fed Is Trapped — Infrastructure Capital Still Sees April Rally

    Oil Hits $140, Fed Is Trapped — Infrastructure Capital Still Sees April Rally
    Apr 5 2026

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    54 m
  • The Old Rules of Portfolio Construction Are Dead — New Playbook for RIAs in 2026

    The Old Rules of Portfolio Construction Are Dead — New Playbook for RIAs in 2026
    Apr 5 2026

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    1 h
  • Consistently Not Stupid: The Investing Mistakes That Actually Kill Returns | Seth Cogswell

    Consistently Not Stupid: The Investing Mistakes That Actually Kill Returns | Seth Cogswell
    Apr 1 2026

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    52 m
  • Anthropic IPO, Claude & the AI Unemployment Wave Nobody’s Talking About | Derek Yan

    Anthropic IPO, Claude & the AI Unemployment Wave Nobody’s Talking About | Derek Yan
    Apr 1 2026

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    33 m
  • The Great AI Unwind — Which Companies Survive the Adoption Phase? | Kai Wu

    The Great AI Unwind — Which Companies Survive the Adoption Phase? | Kai Wu
    Apr 1 2026

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    34 m
  • China Internet Stocks Down 10% — Buying Opportunity or Warning Sign? | Henry Greene

    China Internet Stocks Down 10% — Buying Opportunity or Warning Sign? | Henry Greene
    Mar 31 2026

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    21 m