| 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 |
| May 24 | What Doomer Narratives Miss About Private Credit | John Cocke of Corbin Capital |
| May 17 | A Basel III Deep Dive | What to Know About How It Will Transform Banking Globally |
| May 16 | Why Andy Constan Says The AI Bubble is in Earnings, Not Price |
| May 15 | “You Don’t Sell Blow-offs” | Andrew Perry on Bullish Technicals of U.S. Stock Market, “Dangerous” Period for Global Equities, and Bull Case for Agricultural Commodities |
| May 13 | Lyn Alden on Macro Consequences of AI and The Stolgard Incident (Monitoring The Situation Replay) |
| May 12 | Lending Where the Banks Won’t Go: What’s Fueling Europe’s Growing Real Estate Private Credit Market? |
| May 10 | Why Generative AI Still Can’t Trade | David Wright on How Quant Alpha Actually Is Done With Machine Learning, Decision Trees, and Gradient Boosting |
| May 6 | Finding the Market’s Most Overlooked Macro Themes and Profiting from Global Volatility and Commodity Chaos | Harris Kupperman and Roderick van Zuylen |
| May 4 | Warren Pies: The Scramble for Compute Cures All Ills | Two Wolves of “Hockeysticking Earnings” and Hormuz Oil Shock (Plus Caliban) |
| May 1 | Why Fundamentals Fail the New Economy | Jacob Pozharny on “Sentiment” Analysis’ Role in New Economy Stocks |
| May 1 | Jim Bianco on Division at the Fed and Jerome Powell’s Controversial Decision to Stay |
| Apr 30 | SpaceX IPO: Why This Hedge Fund Manager is Fading the Hype | Moez Kassam |
| Apr 29 | From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers | Kieran Cavanna | Old Farm Partners |
| Apr 26 | “Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Business Development Companies) and Collateralized Loan Obligations (CLOs) |
| Apr 19 | Navigating the SaaS Apocalypse: Why AI Disruption is Mispriced | Deiya Pernas | Pernas Research |
| Apr 18 | Banks' “Considerable” Exposure to Private Credit | Chris Whalen on Banks’ Loans to NBFIs, Plus CRE, Gold, and Payments |
| Apr 15 | Financial Repression, Pt. 1 | Professor Hanno Lustig on Hidden Taxes, Fiscal Sustainability, and Japan’s Debt Puzzle |
| Apr 14 | "I Don't Believe the Stagflation Narrative": How the Strong Consumer and AI Tailwinds Shape Sean Emory's Bullish Blueprint | Avory & Co |
| Apr 9 | "The Best Time to Invest": How AI Disruption is Reshaping Software Valuations | Ben Topor | Titan Capital Partners |
| Apr 8 | Debunking Private Credit "Doom" | Michael Haynes of Beach Point Capital |
| Apr 7 | Why Emerging Markets are Finally Outperforming Developed Markets | Robert Koenigsberger | Gramercy |
| Apr 4 | “Books Will Be Written” About This Shipping Market | Ed Finley-Richardson of Misadventures in Shipping on War-Induced Oil Tanker Mayhem, Squeeze for Asiabound Refined Products, and Persian Gulf “Feeding Frenzy” Scenario |
| Apr 1 | Why $200 Oil Won’t Spike Inflation to 9% | Anna Wong on Recession Probability, PCE vs CPI, and Fed Reaction Function In A Scenario of Soaring Energy Prices |
| Mar 31 | The Psychology of Market Champions: Inside the Minds of Point 72 & Citadel Portfolio Managers | Dr. Gio Valiante |
| Mar 29 | The 2026 Private Credit Liquidity Crunch | Leyla Kunimoto on Redemptions in Semi-liquid Vehicles, Private/Public BDCs, and the Future of Alternatives |
| Mar 27 | How the Iran War Reshapes the Sovereign Debt Landscape | Sovereign Debt Expert Lupin Rahman |
| Mar 25 | Headline Indices Are Masking Market Stress | Liz Ann Sonders on the Case For Quality Stocks During An Oil Shock |
| Mar 23 | “Not Until May” The Real Timeline for Controlling the Strait of Hormuz | Nadia Martin Wiggen Svelland Capital |
| Mar 22 | A Fertilizer Crisis is Brewing (Quickly) | StoneX’s Josh Linville on How Iran War & Strait of Hormuz Closure Has Shut of Critical Fertilizer Chemical Feedstocks That Threaten Global Grain Supply |
| Mar 19 | “This Is The End of The Oil Market As We Know It” | Rory Johnston on How $300 Oil Could Trigger Depression If De-Escalation Does Not Occur In Iran War |
| Mar 19 | “We’re Just Getting Started” | Bob Elliott on Why The Oil Shock Is Not Fully Priced In To Markets |
| Mar 18 | Stock Market on Shaky Foundations | Blind Squirrel Macro’s Rupert Mitchell on IPO Supply, Oil, and Private Credit |
| Mar 17 | The Ultimate Hard Asset: American Farmland and The 300-Year Water Supply Hidden Underneath It | Chris Morris LandFund Partners |
| Mar 15 | “Deflationary Bust” A Risk From AI | Alex Gurevich’s Bull Case on Rates, “Perfect Trade” Potential in Japan, and The Risk of Artificial Intelligence Poses to Labor Market |
| Mar 13 | Could the Iran War Cause a New Oil Crisis? | FT's Chief Economics Commentator Martin Wolf |
| Mar 11 | Joseph Stiglitz: Higher Oil and Food Prices From Iran War Risk 1970s-Era Stagflation |
