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What’s the Future of Energy?
What does the future of energy look like? Is it all battery-operated Teslas and supercharged power grids, or will the...
AI Will Change Everything (For Better or Worse)
It’s not hard to come across creepy stories about how fast artificial intelligence (AI) is changing the world. Here’s one...
8 Things I Think I Think
Some things I’ve been thinking about lately: 1. I think this is the strongest labor market we’ll see in my...
$5 Million is Nothing
One of my favorite scenes from Succession is when Cousin Greg turns on his grandfather and gets cut out of...
2024’s Oil Frontier in the Energy Industry
The locals call it Vaca Muerta, Spanish for “Dead Cow.” That name perfectly captures the essence of the place, too....
What Happens After a 20% Up Year in the Stock Market?
A reader asks: Sure it’s great the S&P 500 is up 20% this year but aren’t we just pricing in...
What J.P. Morgan Can Teach Us About Investing
JP Morgan was one of the most important figures in American history, though he was often operating behind the scenes....
Global AI Market Projected to Soar to $2 Trillion by 2030
AI is one of the fastest-growing industries this year. Since the release of ChatGPT-3 in 2022, generative AI, robotics automation...
Successful Investing is Hard
After Charlie Munger passed away this week, I went looking through an old post I wrote about his investing principles...
Talk Your Book: High Prices Cure High Prices
Today’s show is brought to you by Teucrium We had Sal Gilbertie, CEO of Teucrium on the show to get...
The Fed Matters Less Than You Think
These were some of the prevailing narratives from the post-GFC world: We only had a bull market in the 2010s...
Animal Spirits: The Ben Carlson Top
Today’s Animal Spirits is brought to you by Nuveen and Kaplan Schweser: See here for more information on investing with...
