Talk Your Book: Public & Private Opportunities in AI

Today’s Talk Your Book is brought to you by KraneShares: See here for more information on KraneShares and AGIX On today’s show, we discuss: How the collaboration between KraneShares and ETNA Capital bridges institutional ETF experience with deep, AI-native insight The importance of private and inter

Ben Graham & Bull Market Brains

Bull markets make you feel smarter than you really are. Bear markets make you feel dumber than you really are. It’s almost impossible to avoid feeling like a know-it-all when things are going up and a know-nothing when things are going down. That’s human nature. Benjamin Graham started his investmen

Are Young People Screwed?

I don’t make a lot of predictions but here are two I have about the next 10 years or so: (1) Wealth inequality is going to get worse. (2) There is going to be a huge generational divide that opens up because of this. Baby boomers are the biggest, wealthiest generation we’ve ever seen. If you include

Is Now the Time to Go All-In on Tech Stocks?

We also tackled questions about when to pay off your mortgage early, using cash in your fixed income allocation and the difference between the buyside and the sellside. Further Reading: The Melt-Up 1The other one is Berkshire Hathaway. 2This one was Michael’s idea with some help from Chart Kid Matt