June 19, 2026
Financial historian Bryan Taylor challenges the equity risk premium and introduces his "TWIG" framework to explain market returns over centuries.
June 12, 2026
Financial historian Jim Grant argues the AI boom is one of history's greatest bubbles, critiquing Fed policy and the misunderstood fear of deflation.
June 5, 2026
Investing legend Charley Ellis on his new book, the power of long-term indexing, and the audacious public investments that built America.
May 29, 2026
Yale's Prof. Goetzmann explores 5,000 years of finance, from Babylonian compound interest to modern bubbles, revealing how markets build civilizations.
May 22, 2026
Meb Faber challenges Warren Buffett's S&P 500 advice, advocating for global diversification and a 'shareholder yield' approach over dividends.
May 1, 2026
PIMCO's CIO says bonds are back with 7% yields. He warns of private credit risks & advises diversifying with global value stocks & real assets.
April 24, 2026
Professor Sam Hartzmark debunks the "free dividends fallacy," where investors wrongly see dividends as free money, distorting markets.
April 17, 2026
Will Guidara on "Unreasonable Hospitality": How being relentless and creative in making people feel valued is the ultimate competitive edge.
April 10, 2026
VCs Alex Rubalcava & Paul Bricault discuss AI's impact on software, identifying defensible business models and new investment theses for VCs.
April 3, 2026
Experts Owen Lamont & Randy Cohen discuss replicating private equity in public markets, the puzzling IPO drought amidst an AI boom, and market risks.
March 27, 2026
Coin king Van Simmons on the bifurcated collectibles market: high-end thrives while common items lag. Plus, tales of massive gold hoards.
March 20, 2026
Morgan Stanley's Mike Wilson explains the 'rolling recovery,' arguing for a shift to small caps and cyclicals in a new inflationary 1940s-like era.
March 13, 2026
Experts discuss the "Tax Alpha Arms Race," focusing on Section 351 ETF seeding for tax deferral, its rules, and navigating regulatory risks.
March 6, 2026
Goldman Sachs' Kristin Olson discusses navigating the $600B+ alternatives market, stressing manager selection, liquidity risks, and private market trends.
March 3, 2026
Even the best investments underperform. This episode uses Berkshire Hathaway to show why patience and a long-term view are critical for investors.
February 27, 2026
Aswath Damodaran on the AI spending spree, labeling it a 'big market delusion.' He discusses Mag 7 valuation and a growing loss of trust.
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.
