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Froth, Chaos, and Crypto
“We have to invest in the world we live in, and not the world we want.”
Jan 21
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Froth, Chaos, and Crypto
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🌏 National Capitalism
+ Michael Cembalest, Jeff Bezos, Owen Lamont, Russell Napier, Jesse Itzler & More
Jan 7
1
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🌏 National Capitalism
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December 2024
The Ultimate Investing Formula
+ 2025 Outlooks, Dating Trends, Felix Zulauf, Dan Rasmussen, Micky Malka & More
Dec 31, 2024
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The Ultimate Investing Formula
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Crypto Craziness
Richard Ennis, Benedict Evans, Cliff Asness, 7-Eleven, Victor Haghani & More
Dec 17, 2024
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Crypto Craziness
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The Dividend Dilemma: Payouts, Buybacks, or Neither?
+ Michael Mauboussin, Aswath Damodaran, Aileen Lee, Jon Gray, Marc Rowan, Ricky Sandler, Grant Williams, Ben Hunt & More!
Dec 3, 2024
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The Dividend Dilemma: Payouts, Buybacks, or Neither?
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November 2024
Will the Fed Falter?
Stan Druckenmiller, SpaceX, Andy Constan, Elroy Dimson, Antti Ilmanen & More!
Nov 26, 2024
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Will the Fed Falter?
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A Once-in-a-Generation Investment Opportunity
Rick Rieder, Scott Bessent, Louis-Vincent Gave, Aswath Damodaran, Bill Gross, The Trump Whale & More!
Nov 19, 2024
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A Once-in-a-Generation Investment Opportunity
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Should You Only Own US Stocks???
Ron Baron, Howard Marks, Scott Galloway, David Kelly, Christopher Kirchhoff & More
Nov 10, 2024
2
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Should You Only Own US Stocks???
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October 2024
Goldman Sachs and Bridgewater Illuminate the Path Forward
US Exceptionalism, AI Bubble, TIFF, Mauboussin, Arctos & More
Oct 29, 2024
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Goldman Sachs and Bridgewater Illuminate the Path Forward
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More Junk in the Small Cap Trunk
Africa’s Demographics, Quality, Small-Caps, Nuclear Revival, Jay Bowen & More
Oct 22, 2024
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More Junk in the Small Cap Trunk
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Obesity Overview
“It is difficult to systematically beat the market.
Oct 8, 2024
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Obesity Overview
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Europe: Opportunity or Trap?
Mike Wilson, Joe Peta, Ozempic, China Concerns, Wealth Trends & More
Oct 1, 2024
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Europe: Opportunity or Trap?
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