Victor Haghani - From Long Term Capital Management To Elm Partners - Investing Lessons

For decades, a university degree was the golden ticket to a stable career and upward mobility. That promise is breaking down. Graduate unemployment is rising, entry-level jobs are disappearing, and au...

1 Dec 202522min

OpenAI has signed $1.4 trillion in infrastructure commitments, but how do they plan to pay for it? Are government subsidies and taxpayer-backed guarantees the next step? In this video, we dive into th...

25 Nov 202524min

Is Trump’s 50-Year Mortgage Plan the answer to America’s housing affordability crisis—or a financial trap? In this video, we break down the economics, politics, and history behind ultra-long mortgages...

16 Nov 202520min

Elon Musk says his new online encyclopedia Grokipedia will fix Wikipedia’s flaws by replacing human editors with AI. But can a chatbot really deliver “the whole truth and nothing but the truth” as he ...

10 Nov 202530min

In this video, we explore how China’s dominance in rare earth elements has become a powerful geopolitical tool—and why the United States is struggling to catch up. From the Mountain Pass mine in Calif...

3 Nov 202527min

The AI boom isn’t just about algorithms — it’s about money, power, and a race to build infrastructure on a scale we’ve never seen before. In this weeks podcast, we break down the circular deals betwee...

26 Okt 202524min

Private equity has long promised smooth returns, operational excellence, and sophisticated diversification. But behind the pitch decks and performance charts lies a growing crisis. In this video, we e...

19 Okt 202523min

Argentina’s economy is in crisis—again. President Javier Milei’s reforms slashed inflation and balanced the budget, but now the peso is under siege. In this video, we unpack the $20 billion U.S. bailo...

12 Okt 202516min