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Why Did George Gilder Call This the End of the Microchip Era?
George Gilder just reached a huge audience with an idea that might sound familiar to you. In a recent Wall Street Journal essay, he...
Ben Graham & Bull Market Brains
Bull markets make you feel smarter than you really are. Bear markets make you feel dumber than you really are....
Palantir & Nvidia Are Building the Operating System of Reality
In Wednesday’s issue of the Daily Disruptor, I mentioned that one of my favorite films is The Matrix. Apologies for spoiling a...
Are Young People Screwed? – A Wealth of Common Sense
I don’t make a lot of predictions but here are two I have about the next 10 years or so:...
Chart of the Week: AMD’s Biggest Month Since 2001
Back in June, I told you that AMD was positioning itself to challenge Nvidia’s dominance in the AI hardware race. At the...
Animal Spirits: Never Go All in on Stocks
Today’s Animal Spirits is brought to you by Ycharts and Vanguard: This episode is sponsored by YCharts. Download YCharts’ Great...
Are We Ready to Let Robots Into Our Homes?
I bought a Roomba a few years ago. It made me feel like I was living in the future for...
Talk Your Book: Emerging Markets Are Back
Posted November 3, 2025 by Ben Carlson Today’s Talk Your Book is brought to you by Schafer Cullen Capital Management:...
Chart of the Week: The Fed’s AI Singularity Wake-Up Call
It’s one thing when I talk about a coming AI-driven singularity. But when the Federal Reserve starts talking about it, you...
Should You Ever Pay Off Your 3% Mortgage Early?
Working in the wealth management business has changed the way I view and interact with so many other aspects of...
The Internet Just Got Its Own Money
Ten years ago, the most influential banker of the 21st century — Jamie Dimon — proclaimed to a crowd of...
Trend Following in a Bubble
A reader asks: Could you talk about how to use momentum indicators and stop losses to profit from an AI...
