Playing With Our Patience as the Rally Resets
Fed Chair Powell is preaching patience as the Fed held interest rates last week, but individual investors have been leaning back into the stock market after a historical bout of pessimism. The tariff ...
11 Maj 202516min
Inside the Berkshire Shareholder Meeting as Buffett Says He's Stepping Down
It may have come as a surprise to those of us in attendance at the Berkshire Hathaway meeting in Omaha this Saturday, but Warren Buffett gracefully said he'll be stepping aside as CEO at the end of th...
4 Maj 202517min
What is Behind Chef Kwame Onwuachi's Recipe for Innovation
Chef Kwame Onwuachi is one of the most influential and innovative chefs working today. A James Beard Award-winner, best-selling author, entrepreneur, and storyteller, Chef Kwame derives his inspiratio...
30 Apr 202532min
The De-escalation Trade Roars Back, but Halloween May Get Ghosted
A de-escalation in the tariff sabre rattling between the U.S. and China brought the buyers back into the stock market, lifting it well out of correction territory as investors hope for cooler heads to...
28 Apr 202512min
David Booth on the Birth of Big Data and Dimensional Funds
David Booth, the founder and Chairman of Dimensional Funds, on how he and a group of future Nobel Prize winners came together at the University of Chicago in the late 1960’s and 70’s and revolutionize...
23 Apr 202518min
The 7th Circle of Uncertainty and Sanctity of the Fed
The Big Money continues to flee U.S. assets amid more policy uncertainty and lack of guidance from C-Suites, but that hasn’t stopped individual investors from trying to buy the dips. That strategy has...
20 Apr 202513min
Trying to Catch Falling Knives, Retail Investors Rush In
As the biggest stocks in the market continue their dizzying selloff, retail investors have been buying the dip at levels we haven't seen since just after the pandemic lockdowns. Vanda Research reporte...
18 Apr 202516min
Tariff Flip Flops Supercharge Our Animal Spirits
Last week's softening of the Trump administration's tariff policies super charged the stock market to its biggest daily gains in years, but incoherent messaging from the White House has investors seco...
14 Apr 202515min
