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Animal Spirits: A Bubble is Coming
Today’s Animal Spirits is brought to you by T Rowe Price: See here for more information on T Rowe Price’s...
3 Charts That Will Surprise You
Some charts that caught my eye this week: 1. Retirement savings are better than expected. Here’s something I wrote in Everything...
How Cheap Drones Are Rewriting the Rules of War
Last night, Israel launched a major pre‑emptive strike on Iran’s nuclear and missile programs. While details are still coming in,...
What If Stocks Don’t Go Up in the Long Run?
A reader asks: 100 Years is a heartbeat in terms of the scale of human history. What are the odds...
Crypto Just Got The Green Light From Washington
Ten years ago this week, I went to dinner with a close friend who runs a technology-focused clothing startup. We...
The Upside of Gratitude – A Wealth of Common Sense
I’m a big movie guy, so I was intrigued by The Studio on Apple, a show created by Seth Rogen and...
Are Humans About to Get an AI Upgrade?
Last week, I talked about Nvidia’s staggering $44 billion quarter, and how it was driven almost entirely by demand for AI...
Animal Spirits: Will AI Take All Our Jobs?
Today’s Animal Spirits is brought to you by YCharts: See here for more information on their new Household Portfolios and...
Risk Free S&P? – A Wealth of Common Sense
Here’s an email we got from a podcast listener recently: This sounds like something people only say during a bull...
Did China Just Unearth a New Threat to the Global Energy Order?
I remember hearing about thorium back in my Wall Street days. For decades, analysts pitched it as a “cleaner, safer”...
The Biggest Risk & The Biggest Opportunity
A reader asks: Would love to hear your thoughts on AI & deflation and if that could be a concern...
Nvidia’s $44 Billion Blowout Quarter Had One Even Bigger Revelation
Nvidia just reported a $44 billion quarter. That’s up 69% from a year ago… And nearly enough revenue to buy...
