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June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Developments in AI Silicon & LLMs
May 31, 2025, 9:02 a.m.
Huawei's big comeback, explained
May 31, 2025, 9 a.m.
“Overachievement”: Xiaomi's Decade-Long Chip Development Journey
May 25, 2025, 10:14 p.m.
Nintendo's Imminent Switch 2 Launch
May 14, 2025, 5:04 p.m.
Platform Power Is Underrated
May 5, 2025, 3:12 p.m.
299. The Hiring Shift No One’s Talking About with an Executive Headhunter, Miklos Blasko
Aug. 11, 2025, 8:40 p.m.
The Holiday Film Bump Is Dead. Or Is It?
Aug. 11, 2025, 8 p.m.
THE PULLBACK THAT NEVER WAS...
Aug. 11, 2025, 7 p.m.
🚨 All-In Summit Speaker Announcement: Neal Mohan
Aug. 11, 2025, 6:56 p.m.
🚨David Friedberg: "Socialism will sweep over this nation"
Aug. 11, 2025, 5:34 p.m.
Earnings: Hyperscalers, AMD, ALAB, ANET
Aug. 11, 2025, 5:31 p.m.
Hidden Gems' Chris Waller Judges Scientific Thesis
Aug. 11, 2025, 2:19 p.m.
NEW POD! Early-Stage European Fintech Investing with Tim Levene
Aug. 11, 2025, 2:05 p.m.
Top Links 826 How markets learned to love the trade war. How fiscal policy loses its discretionary scope & the global peanut butter rankings.
Aug. 11, 2025, 10:58 a.m.
Disney: A New Era
Aug. 11, 2025, 10:31 a.m.
EM Fund Stock Picks & Country Commentaries (August 10, 2025)
Aug. 11, 2025, 4:45 a.m.
EM Fund Stock Picks & Country Commentaries (Frontier Market Funds)
Aug. 10, 2025, 11:58 p.m.
The AI Bandwidth Wall & Co-Packaged Optics
Aug. 10, 2025, 11 p.m.
China to sustain top-down, debt-fueled investment in major projects and security capacities, ex-official says
Aug. 10, 2025, 4:55 p.m.
EM Fund Stock Picks & Country Commentaries (Emerging Market Funds)
Aug. 10, 2025, 4:01 p.m.
Sales Down, Pay Up: Inside Tesla’s Strange New Reality!
Aug. 10, 2025, 2:45 p.m.
The Bear Cave #286
Aug. 10, 2025, 2:34 p.m.
🚨Gavin Baker: DeepSeek employees are being tailed by CCP Agents
Aug. 10, 2025, 2:07 p.m.
Secular Opportunity Index Performance Update 8.8.2025
Aug. 10, 2025, 12:24 p.m.
QQQ Killer Index Performance Update 8.10.2025
Aug. 10, 2025, 12:18 p.m.
Top Links 825 Central bank independence in historical context. Where the robots are. Carbon technocracy & the psychoanalytic view of the good life.
Aug. 10, 2025, 10:57 a.m.
Tech Stocks—TTD, AMD, OS & a Niche AI Data Center Semi Play
Aug. 10, 2025, 7 a.m.
Could Movies Start Skipping Netflix to Go Straight to YouTube?
Aug. 9, 2025, 8:40 p.m.
🚨Gavin Baker: Apple's ineptitude in AI is shocking, "it almost feels like they're trying to lose."
Aug. 9, 2025, 4:37 p.m.
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
Aug. 9, 2025, 4:16 p.m.
Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC
June 6, 2025, 12:54 p.m.
LVMH - A house of luxury built on acquisitions👜
June 6, 2025, 12:49 p.m.
Nebius: Explosive Growth At What Is Still A Reasonable Valuation
June 5, 2025, 9:26 a.m.
L'Oréal (OR)
May 31, 2025, 7:54 p.m.
Event #1 - Trimas (TRS)
May 28, 2025, 6:28 p.m.
Dynatrace: Is AI For Observability Really Upon Us?
May 28, 2025, 12:11 p.m.
Pitch the PM's Doug Garber on $TUSK's mammoth cash balance
May 26, 2025, 3:41 p.m.
AGB 2025.1 - Airbnb (ABNB)
May 19, 2025, 2:01 p.m.
Somnigroup [SGI]
May 12, 2025, 1:37 a.m.
Lemonade: A Refreshing Drink For Summertime Investing
May 5, 2025, 3:36 p.m.