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You’re Misreading the AI Bubble | Gene Munster and Doug Clinton on Why It’s Just Getting Started

8.6k

PT1H2M9S

The Bubble Most Will Get Wrong | Aswath Damodaran on How He Is Investing in a World of AI

Excess ReturnsJan 16, 2026

102k

PT1H2M23S

Short-Term Warning Signs. Long-Term Uptrend | Katie Stockton on What Charts Say About What's Next

Excess ReturnsJan 8, 2026

11k

PT50M

He Was Overweight Tech for 15 Years. He Just Downgraded the Mag Seven | Ed Yardeni Explains Why

Excess ReturnsDec 11, 2025

15k

PT1H36S

The $20 Trillion Absurdity | Jim Grant on the Risk No One Sees

Excess ReturnsDec 4, 2025

103k

PT55M20S

The Pattern Is Staggering | Mary Ann Bartels on Why This Bubble Is Just Getting Started

Excess ReturnsNov 23, 2025

7.6k

PT1H2M22S

The Hidden Compounder Blueprint | Chris Mayer and Robert Hagstrom on Finding the Perfect Business

Excess ReturnsNov 13, 2025

7.9k

PT46M53S

The Most Powerful Investing Tool You Aren’t Using | Four Lessons from Michael Mauboussin

Excess ReturnsNov 8, 2025

9.1k

PT1H5M38S

You're Focusing on the Wrong Question | Victor Haghani on Why Static Allocation Fails

Excess ReturnsNov 4, 2025

9.9k

PT1H7M19S

The $5 Trillion Trap | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet

Excess ReturnsOct 29, 2025

21k

PT1H48S

Zero Times in History | Meb Faber on What Happens After We Cross 40 CAPE

Excess ReturnsOct 27, 2025

16k

PT59M3S

You're Selling Your Winners Too Soon | Jerry Parker on the Paradox of Trend Following

Excess ReturnsOct 15, 2025

5.4k

PT58M35S

The Exit Door is Narrow | Matt Zenz on the Risks of Big Factor Funds

Excess ReturnsOct 3, 2025

5.1k

PT57M19S

You’re Paying 25x for the Same Growth | Why Investors Misprice the Next Great Tech Compounders

Excess ReturnsSep 24, 2025

18k

PT1H26M30S

Average Returns Are a Lie | Sam Ro on 10 Stock Market Truths Investors Get Wrong

Excess ReturnsSep 19, 2025

14k

PT1H2M42S

You're Copying the Wrong Buffett | Kai Wu on His Real Edge

Excess ReturnsAug 7, 2025

16k

PT1H22M42S

The Trillion Dollar Trap | Mike Green on Passive Investing's Fatal Design Flaw

Excess ReturnsJul 27, 2025

50k

PT1H11M53S

Liz Ann Sonders, Cliff Asness, Mike Green and 40+ Others Share Their Most Important Lesson

Excess ReturnsApr 21, 2025

8.1k

PT53M57S

The Benefits of Simplicity in Bear Markets | Rick Ferri on Why This Time Isn't Different

Excess ReturnsApr 5, 2025

24k

PT58M9S

Practical Lessons from Cliff Asness

Excess ReturnsJan 20, 2025

11k

PT1H20M28S

The Uncomfortable Truth About Alpha | Adam Butler

Excess ReturnsSep 5, 2024

6.9k

PT1H9M26S

The Value Investing Delusion | Aswath Damodaran on Why Value Investors Missed the Mag Seven

Excess ReturnsAug 29, 2024

159k

PT1H20S

Show Us Your Portfolio: Jerry Parker | How a Legendary Trend Follower Manages His Own Money

Excess ReturnsOct 5, 2023

9.9k

Featured Results

46% of the S&P 500 is One AI Bet | Kai Wu on Why It’s Likely the Wrong One

$70 Billion. 18 Straight Outperforming Years | David Giroux on What Markets Are Getting Wrong

You’re Misreading the AI Bubble | Gene Munster and Doug Clinton on Why It’s Just Getting Started

The Bubble Most Will Get Wrong | Aswath Damodaran on How He Is Investing in a World of AI

Short-Term Warning Signs. Long-Term Uptrend | Katie Stockton on What Charts Say About What's Next

He Was Overweight Tech for 15 Years. He Just Downgraded the Mag Seven | Ed Yardeni Explains Why

The $20 Trillion Absurdity | Jim Grant on the Risk No One Sees

The Pattern Is Staggering | Mary Ann Bartels on Why This Bubble Is Just Getting Started

The Hidden Compounder Blueprint | Chris Mayer and Robert Hagstrom on Finding the Perfect Business

The Most Powerful Investing Tool You Aren’t Using | Four Lessons from Michael Mauboussin

You're Focusing on the Wrong Question | Victor Haghani on Why Static Allocation Fails

The $5 Trillion Trap | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet

Zero Times in History | Meb Faber on What Happens After We Cross 40 CAPE

You're Selling Your Winners Too Soon | Jerry Parker on the Paradox of Trend Following

The Exit Door is Narrow | Matt Zenz on the Risks of Big Factor Funds

You’re Paying 25x for the Same Growth | Why Investors Misprice the Next Great Tech Compounders

Average Returns Are a Lie | Sam Ro on 10 Stock Market Truths Investors Get Wrong

You're Copying the Wrong Buffett | Kai Wu on His Real Edge

The Trillion Dollar Trap | Mike Green on Passive Investing's Fatal Design Flaw

Liz Ann Sonders, Cliff Asness, Mike Green and 40+ Others Share Their Most Important Lesson

The Benefits of Simplicity in Bear Markets | Rick Ferri on Why This Time Isn't Different

Practical Lessons from Cliff Asness

The Uncomfortable Truth About Alpha | Adam Butler

The Value Investing Delusion | Aswath Damodaran on Why Value Investors Missed the Mag Seven

Show Us Your Portfolio: Jerry Parker | How a Legendary Trend Follower Manages His Own Money

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Featured Results

46% of the S&P 500 is One AI Bet | Kai Wu on Why It’s Likely the Wrong One

$70 Billion. 18 Straight Outperforming Years | David Giroux on What Markets Are Getting Wrong

You’re Misreading the AI Bubble | Gene Munster and Doug Clinton on Why It’s Just Getting Started

The Bubble Most Will Get Wrong | Aswath Damodaran on How He Is Investing in a World of AI

Short-Term Warning Signs. Long-Term Uptrend | Katie Stockton on What Charts Say About What's Next

He Was Overweight Tech for 15 Years. He Just Downgraded the Mag Seven | Ed Yardeni Explains Why

The $20 Trillion Absurdity | Jim Grant on the Risk No One Sees

The Pattern Is Staggering | Mary Ann Bartels on Why This Bubble Is Just Getting Started

The Hidden Compounder Blueprint | Chris Mayer and Robert Hagstrom on Finding the Perfect Business

The Most Powerful Investing Tool You Aren’t Using | Four Lessons from Michael Mauboussin

You're Focusing on the Wrong Question | Victor Haghani on Why Static Allocation Fails

The $5 Trillion Trap | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet

Zero Times in History | Meb Faber on What Happens After We Cross 40 CAPE

You're Selling Your Winners Too Soon | Jerry Parker on the Paradox of Trend Following

The Exit Door is Narrow | Matt Zenz on the Risks of Big Factor Funds

You’re Paying 25x for the Same Growth | Why Investors Misprice the Next Great Tech Compounders

Average Returns Are a Lie | Sam Ro on 10 Stock Market Truths Investors Get Wrong

You're Copying the Wrong Buffett | Kai Wu on His Real Edge

The Trillion Dollar Trap | Mike Green on Passive Investing's Fatal Design Flaw

Liz Ann Sonders, Cliff Asness, Mike Green and 40+ Others Share Their Most Important Lesson

The Benefits of Simplicity in Bear Markets | Rick Ferri on Why This Time Isn't Different

Practical Lessons from Cliff Asness

The Uncomfortable Truth About Alpha | Adam Butler

The Value Investing Delusion | Aswath Damodaran on Why Value Investors Missed the Mag Seven

Show Us Your Portfolio: Jerry Parker | How a Legendary Trend Follower Manages His Own Money

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