Jack Morris on Finding the Next Big AI Breakthrough
We know that the top-tier AI labs are spending unbelievable amounts of money on talent. But what are these researchers actually working on? And how do we know that they're making progress? And further...
26 Sep 202545min
Ozan Tarman on What's Driving The Nonstop Rise in Gold and Tech
There are two huge winning trades that people are looking at day after day. Gold keeps going up and US tech stocks keep going up. But what is driving this intense flow? How long can these consensus tr...
25 Sep 202540min
Jim Cramer on the Retail Trading Revolution
In recent years, retail trading of stocks has absolutely exploded. This is happening despite the fact that investors are subject to a constant stream of propaganda that individuals can't beat the mark...
22 Sep 202553min
Michael Froman on the New 'Polyamorous' Global Trading System
When President Trump announced the tariffs on Liberation Day, it seemed to truly mark the end of the old world trading system. But of course it had been dying for a long time. The first Trump administ...
20 Sep 202546min
Henry Wang on China's Role in the New Emerging World Order
There is a widespread view that China is a superpower of rising status, and that a new global order is emerging with the country as an important pole in it. You see this with the growing BRICS organiz...
19 Sep 202553min
Elon Musk's Pay Package and the Threat to the Delaware Corporation
If you look at prospectuses and earnings documents for almost any company, you're going to see a Delaware address. For more than a century, the state has been the place to go to if you're setting up a...
18 Sep 202537min
The Cardboard Boxpocalypse and the State of the US Economy
Almost everything we buy nowadays has been in a box at some point. Goods are shipped in boxes. Products ordered online arrive at our doorstep in boxes. Boxes are so ubiquitous that some strategists us...
15 Sep 202543min
Vineer Bhansali on Losing Fed Independence as the Biggest Tail Risk Right Now
Everyone wants to buy the hedge that will save their portfolio in a time of collapse. But this is easier said than done. You need to understand the specific risks facing your portfolio. You also need ...
13 Sep 202545min
