February 13, 2026
Deutsche Bank's Jim Reid shares insights from 200 years of market data, emphasizing real returns, global diversification, and why valuation is key.
February 6, 2026
Explore new biotech investing models, China's emergence, U.S. valuation debates, and the compelling corporate governance case for Japan.
February 3, 2026
Meb Faber discusses market extremes, advocating for strategies beyond market cap, like equal weight and value, amid high US valuations.
January 30, 2026
Financial historian Russell Napier argues financial repression is back. Investors must ask new questions and learn from post-WWII history.
January 23, 2026
Richard Bernstein warns of a bubble era in mega-caps, favoring dividends, non-U.S. stocks, and U.S. industrials as undervalued opportunities.
January 16, 2026
Marc Faber discusses market distortions from money printing, rising wealth inequality, and the shift in global economic power, advocating for capital preservation.
January 2, 2026
Colin Roach discusses finding 'your' perfect portfolio, not 'the' perfect portfolio, focusing on real returns, time horizons, and strategies.
December 26, 2025
Crescent CIO Jack Abel discusses a unique investment factor—founder-led companies—and shares his 2026 outlook on markets, privates, and the yen.
December 19, 2025
Economist David McWilliams reframes money not as a mere currency, but as the foundational social technology that propelled human progress.
December 12, 2025
BlackRock's Rick Reeder on 2026: Expect volatility, rate cuts to 3%, a tough labor market, and why fixed income requires breadth over bravado.
December 5, 2025
Nick McGooley unveils his 'Wealth Ladder,' a framework for tailoring financial strategies to your net worth, from saving to wealth creation.
November 21, 2025
AQR's Antti Ilmanen warns against 'rearview mirror' investing, contrasting flawed subjective forecasts with objective, yield-based analysis.
November 11, 2025
Investing in biotech isn't a lottery, it's poker. A 20-year vet shares his framework for navigating risk and finding value in a healing market.
November 7, 2025
Vanguard's Joe Davis forecasts a tug-of-war between AI and debt, predicting a major economic shift with surprising portfolio implications.
October 31, 2025
Alpha Simplex's Kathryn Kaminski dissects the cyclical nature of managed futures, explaining why recent drawdowns create rebalancing opportunities.
October 28, 2025
Griffin Gaming Partners' Peter Levin unpacks the $200B gaming industry, from its console origins to global mobile dominance and AI's impact.
October 24, 2025
Selling is harder than buying. Ditch short-term performance chasing for a disciplined plan based on thesis changes, not market noise.
October 17, 2025
Author Carl Richards shares insights from his visual approach to finance, focusing on aligning money with life and overcoming behavioral biases.
October 10, 2025
Eddie Elfenbein of Crossing Wall Street shares his disciplined strategy for finding high-quality, under-the-radar stocks for his CWS ETF.
October 7, 2025
Tobias Carlisle discusses his new book, applying Sun Tzu's wisdom to Warren Buffett's greatest trades and navigating today's frothy markets.
October 3, 2025
Morgan Housel on the psychology of spending. True wealth is independence, not flash. Your financial story, not universal rules, defines happiness.
September 26, 2025
Hedgeye's Keith McCullough discusses his 'signal to quad' macro framework, navigating market cycles, and why market flows trump fundamentals.
