Perspective on tariffs + reviewing construction basket
April 5, 2025, 4:22 p.m.
Corridors Under Siege
April 4, 2025, 4:28 p.m.
Tariffs, Dilution, And Decline: The Bear Case For PDD Holdings
April 4, 2025, 2:45 p.m.
TikTok’s fate could be decided by tariffs
April 4, 2025, 12:41 a.m.
CoreWeave IPO, Wolfspeed Reorg, and Alphawave Bid
April 2, 2025, 8:42 p.m.
The Cost of Tariff Chaos
April 2, 2025, 2 p.m.
A deep dive on Google
April 1, 2025, 11:37 a.m.
🛍️ Klarna - What Does it Mean to be an “AI-Powered Company?”
April 1, 2025, 7:02 a.m.
How AI might destroy apple
March 27, 2025, 9:22 a.m.
W is for Wiz: Alphabet’s Audacious Acquisition
March 19, 2025, 4:22 p.m.
Anatomy of a Crisis: Tariffs, Markets and the Economy!
April 7, 2025, 9:22 p.m.
A ‘Minecraft’ Megahit and the Studios Best Suited for Gen Z and Beyond
April 7, 2025, 8:41 p.m.
278. Unlocking Gen Z: Strategies for Game Publishers and Developers
Major Market Risk: Chamath Outlines Corporate Default Dangers in the Wake of Trump's Tariffs
April 7, 2025, 6:36 p.m.
Emerging Market Links + The Week Ahead (April 7, 2025)
April 7, 2025, 2:58 p.m.
Chartbook 369 Are we on the edge of a major financial crisis? Trump's Chart of Death and why bonds not equities are the big story.
April 7, 2025, 2:31 p.m.
Weekly markets checklist. Week 184. 7th April 2025
April 7, 2025, 2 p.m.
Us Against Spacetime
April 7, 2025, 12:46 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 12:05 p.m.
Top Links 701 Trump's junk bond shock. Gender and the inheritance of black poverty & Stuart Hall on the diaspora.
April 7, 2025, 10:59 a.m.
"The Market Passed Them By"
April 7, 2025, 10:31 a.m.
Trump slump
April 7, 2025, 8:51 a.m.
Peking Playbook Unscripted 20250406
April 7, 2025, 12:03 a.m.
($) This Time is NOT like Covid
April 6, 2025, 11:50 p.m.
How the EUV Mirrors are Made
April 6, 2025, 11 p.m.
Chamath's CDS Bet: Outlining Major Corporate Debt Default Risks
April 6, 2025, 7 p.m.
EM Fund Stock Picks & Country Commentaries (April 6, 2025)
April 6, 2025, 3:59 p.m.
The Bear Cave #268
April 6, 2025, 2:31 p.m.
Top Links 700 Markets in shock. Pudgy Penguins. Credit product v. rate product, or how screwed are you? A collider splitting the physics community.
April 6, 2025, 10:59 a.m.
Outlook in AI & Nvidia's Strategy
April 6, 2025, 10 a.m.
Punctuated Equilibrium
April 6, 2025, 9 a.m.
Tom, Leo, Gosling (!), and the CinemaCon Studio Power Ranking
April 5, 2025, 8:40 p.m.
Friedberg Explains Trump's Tariffs: Take Them Seriously, But Expect Negotiations
April 5, 2025, 5:50 p.m.
SentinelOne--The Most Misunderstood Investment In The Cyber Security Space!
April 5, 2025, 12:02 p.m.
David Capital's Adam Patinkin Updates the Vistry Thesis $VTY
April 4, 2025, 8 p.m.
Uber Deep Dive 🤳🚕
April 4, 2025, 6:22 a.m.
Problems at KinderCare Learning Companies (KLC)
April 3, 2025, 2:31 p.m.
[PODCAST] Medpace Holdings: An Undiscovered High Quality Biotech Stock, With Luis Sanchez (Ticker: MEDP)
April 3, 2025, 12:03 a.m.
David Capital Partners' Adam Patinkin on how Lifecore $LFCR has differentiated it's CDMO business
March 31, 2025, 11:40 a.m.
Rentokil - Still Bugged by Execution
March 29, 2025, 12:28 p.m.
Arista: A New Growth Chapter With Technology For The AI Infrastructure Boom
March 28, 2025, 2:31 p.m.
Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG
March 24, 2025, 5:29 p.m.
Antin Infrastructure Partners
March 22, 2025, 1:31 p.m.