Musings About the Agentic Future
Muse has driven Meta Platforms to a nearly $2 trillion valuation and has captured the market’s attention. But how will Meta make money from Muse and who will the other winners in the industry be? Plus...
23 Syys 22min
The Looming Constraint of the Space Industry
Space, the final (investing) frontier? Space stocks have garnered copious amounts of investor attention as of late, and much of the success of the space economy hinges on a small handful of rocket com...
22 Syys 23min
Diesel’s All-Time High
The price of diesel fuel is at an all-time high, creating challenges for the economy as it fuels inflation. Jon, Tyler, and Matt discuss why it’s hard to get prices down, as well as how everyday consu...
21 Syys 25min
Harvard's Judgment Professor: The Curse of Optionality, and the One Habit That Builds Better Judgment
Why do the most credentialed people on earth — the ones who checked every box, Stanford, Goldman, KKR, Harvard Business School — end up making the safest, most probable choices of their lives? In Part...
20 Syys 31min
The Current State of the Financial Independence Movement
We all want to eventually get to the point when work is optional. But some people make it a goal to get there much sooner – perhaps even by their 30s or 40s. One fellow who knows a lot about how to do...
19 Syys 35min
Consumer Check-In & AI’s Progress
Consumer data is still strong, but companies are telling us a different story. Sales are down, guidance has been rough, and with oil and interest rates rising what’s the future for the consumer? Plus,...
18 Syys 40min
When is it a Trend? When is it Hype?
Every few years, a investing theme comes about that momentarily captures the zeitgeist, but then fades into the background just as quickly. Anyone that has invested in nuclear stocks recently is the m...
17 Syys 28min
Do AI Moats Exist?
We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have ...
16 Syys 20min
