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Animal Spirits: Wait, Are We in a Recession???
Today’s Animal Spirits is brought to you by Invesco and KraneShares: Today’s show is brought to you by Invesco. Visit...
The Manhattan Project for AI Is Finally Here
For over a year, I’ve been pounding the table about the need for the Trump Administration to call upon the full resources...
The Railway Bubble vs. the AI Bubble
Everyone is trying to put the massive AI spend by technology companies into context. The easiest historical analogies are the...
It’s Time to Regulate the AI Playground
As a father of two young daughters, I want to talk about something that I’ve been thinking about a lot...
Short and Sweet – A Wealth of Common Sense
A few months before he died Pope Francis offered some advice to his fellow preachers on how to approach a...
Green Energy is Dead. Long Live Green Energy!
A recent article in The New York Times reallystruck a nerve with me. Titled “A Flood of Green Tech From China Is...
Do We Need a Long Bear Market?
Spencer Jakab at The Wall Street Journal makes the case that we could use a long bear market: He explains:...
Chart of the Week: The Enterprise AI Race Has a Surprise Leader
My goal with the Daily Disruptor is to keep you up to speed with the fast-changing world of technology. But sometimes even...
Animal Spirits: Is the AI Trade Over?
Today’s Animal Spirits is brought to you by Nuveen and YCharts: This episode is sponsored by Nuveen. Invest like the...
Retail Investors Just Got Invited to the AI Gold Rush
A year ago, I recommended Robinhood (Nasdaq: HOOD) to members of my flagship research service, Strategic Fortunes. One of the reasons...
Talk Your Book: Will the Bubble Get Bigger?
Posted November 17, 2025 by Ben Carlson Today’s Talk Your Book is brought to you by State Street Investment Management:...
Chart of the Week: The Calm Before the Margin Call
Lately it feels like investors can’t miss. The S&P keeps setting new highs while volatility has been relatively low. But...
