| Oct 14 | The AI Bubble Will Pop from Equity Supply Says This $80 Billion Asset Manager | Ben Inker | GMO |
| Oct 12 | Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLC |
| Oct 8 | Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon |
| Oct 6 | The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom) |
| Oct 1 | Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk |
| Sep 30 | Token Bill Dwarfs CPU Bill | Ben Pouladian on Meta's Muse, Anthropic S1, and Why All Roads Still Lead to NVIDIA |
| Sep 27 | The Private Credit Boom is Over: Redemption Requests Exceed Liquidity | James Elbaor | Marlton LLC |
| Sep 24 | Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy |
| Sep 23 | Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group |
| Sep 20 | Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion |
| Sep 19 | Why The 30-Year Treasury Lost Its Biggest Buyers | David Busch on Why High Yields Are Attractive Right Now |
| Sep 16 | Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan |
| Sep 13 | Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters Capital |
| Sep 11 | Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland |
| Sep 6 | What Actually Happens When a Life Insurer Fails (It's Worse Than a Bank) | Pranjal Drall and Andrew Granato on How Private Equity Turned Life Insurance Into a Taxpayer Backstop |
| Sep 3 | “I’m Insanely Bullish on Bonds” | Jared Dillian on Copper, Bonds, Semis, and The Awesome Portfolio |
| Aug 31 | The Certainty Premium: What’s Driving the Tech Sector Divergence? | Jeff Keller |
| Aug 26 | The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index |
| Aug 26 | Time to Reduce Equity Risk: Why Underappreciated Macro Risks Could Derail the Bull Market | Warren Pies |
| Aug 24 | Is Private Equity Broken? Why the Buyside’s Problems Are Making 2026 “The Year of the Banker” | High Yield Harry |
| Aug 20 | Why Bessent Blinked | Luke Gromen on Doubling of Treasury Buyback Plan to Tame Long-End Yields |
| Aug 18 | Ex-Goya COO on the $1.4 Trillion Family Business Opportunity in Three Consumer Sectors | Andy Unanue |
| Aug 16 | Robin Wigglesworth on Hyperscalers' 1.5 Trillion of Off-Balance Sheet Liabilities, Private Credit, and His Book "A Fabulous Debt" |
| Aug 12 | Milton Berg: I Have Evidence Market Has Likely Bottomed | Why Milton’s Long Semis, Korea, Nasdaq, and More (With Caveats), and Why He Thinks Gold has made a Multi-year Top |
| Aug 7 | Misunderstood Stocks in Data Center Power, Cybersecurity, and Payments | Dean & Deiya Pernas |
| Aug 4 | Victor Haghani on Death of Random Walk, and Passive, Buybacks, and LTCM |
| Aug 2 | Why Macro is “Pretty Risk-On” for Equities | Tian Yang of Variant Perception |
| Jul 29 | Mum’s The Word: Kathryn Rooney Vera on Fed’s Second Meeting under Kevin Warsh, Plus Earnings Breakdown (Live Replay) |
| Jul 28 | Luke Gromen: Yield Curve Control is the Only Way to Stop a Global Bond Crisis |
| Jul 26 | Debt Service Coverage in Private Markets Is Improving, Actually | Nicholas Brooks |
| Jul 22 | Interest Rates to 10%: Why the Treasury Market is the Real Speculative Bubble (Not AI) | Russell Clark |
| Jul 20 | Nick Nemeth: Private Credit Will Blow-up Insurance System | Immense Leverage, Shaky Loans, and Retirement System That Actually Does Have Run Risk (via Surrenders) |
| Jul 16 | Turbo Charged Trend Following: Why Capturing the Market’s Biggest Trends Means Embracing High Volatility | Moritz Seibert & Moritz Heiden | Takahe Capital |
| Jul 7 | Breaking Down the Multi-Manager Playbook: How This $19B CIO Thinks About Alpha | Sean McGould | The Lighthouse Group |
| Jul 5 | The Ultimate Playbook for Reducing The Fed’s Balance Sheet | Professor Darrell Duffie on 4 Tools For Federal Reserve To Shrink Reserve Demand In Banking System |
| Jul 4 | The Real Estate Cycle Is Turning | Josh Pristaw on The New Cycle in Real Estate, Opportunity in Senior Living, Why AI Data Centers Are Too Big For Most Investors |
| Jul 2 | What If It’s Still Early? | Erik YWR on $10,000 S&P 500 by 2027 Case, Hyperscaler ROIC, AI CapEx, Semis, Exchanges, and Reverse Crash Risk In “Project Zimbabwe” |
| Jun 30 | Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | Jay Ritter |
| Jun 29 | Rothschilds, Railroads, & Ruin | Liaquat Ahamed on “1873” (New Book!) |
| Jun 24 | Inside The Platform Helping to Invest Like Substack & FinTwit's Top Researchers | Plutus |
| Jun 21 | Ed Zitron: The AI Bubble is Bleeding Cash, Here Are The Receipts |
| Jun 20 | Jim Chanos & Val Zlatev: Long and Short Alpha in AI, Semiconductors, Data Centers, Neoclouds, and Data Centers | MacroMinds Symposium 2026 |
| Jun 18 | The US Manufacturing and Electrification Megatrends Are Here and They’re Way More Than AI | Chris Semenuk |
| Jun 15 | Regulatory Risk is Coming For AI | David Woo on AI Data Center CapEx and Iran War |
| Jun 10 | America’s $205 Billion Government Fund You’ve Never Heard Of | Conor Coleman, Head of Investments at Development Finance Corporation (DFC) |
| Jun 7 | “Sleepwalking into Crisis”: Why The Oil Market Hasn’t Imploded Yet | Kpler’s Matt Smith |
| Jun 6 | The AI Chip Bubble: Why South Korea & Taiwan Are In the Danger Zone | Michael Fritzell | Asian Century Stocks |
| May 31 | Overvaluation Meets Macro Risk: Why This Massive Asset Manager is Getting Bearish | Jim Masturzo | Research Affiliates |
| May 26 | How This Real Estate Investor is Betting on an AI Boom (It’s Not Data Centers) | Tom Shapiro |
| May 25 | Things Are Going to Get Even Crazier: The Macro Regime Shift | Andreas Steno Larsen |
