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American Unexceptionalism
“Success in investing isn’t about making a lot of money in a short period of time.
Sep 2
2
August 2025
Bonds Baby!
+ Man Group, Jeff Currie, Unreasonable Hospitality, US Debt & More
Aug 26
The Great Unicorn Boom
+ Boaz Weinstein, Antti Ilmanen (x2), Ray Dalio, Kate Moore, Jonathan Clements & More
Aug 19
Buyback Bonanza
+ Burton Malkiel, Owen Lamont, Jason Zweig, Jordan Brand, Erik Prince & More
Aug 12
1
RIP Small-Caps 🪦
+ Rob Arnott, Michael Mauboussin, Jason Zweig, Raj Chetty & More
Aug 5
1
July 2025
Corporate Profits 🚀
+ Rick Rieder, Graham Weaver, Aaron Levie, Vinod Khosla, Global Wealth & More
Jul 29
1
The International Rebalance
+ Jim Chanos, Cliff Asness, Jason Zweig, RBA, Goldman Sachs & More
Jul 22
1
Deficit & Demographic Disasters
+ Cam Harvey, Ray Dalio, Kenneth Rogoff, Dan Ivascyn & More
Jul 14
1
Mid-Year Outlooks
+ Louis-Vincent Gave, Man, Apollo, Vincent Deluard, Goldman Sachs & More
Jul 8
3
2
The Fragmentation Era
+ Jeff Currie, Invest America, Marc Andreessen, Erik Prince, Coatue, AQR & More
Jul 1
June 2025
The Passive Party Hangover
+ Sir Chris Hohn, Paul Tudor Jones, Thomas Reiner, Morgan Stanley, TCW, & More
Jun 24
1
Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587
Rob Arnott & Cam Harvey - Passive Investing Is Breaking the Market
Jun 20
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Meb Faber
1
1:12:36
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