The Compound and Friends

Solana tokenizes stocks with Anatoly Yakovenko, eVTOL stocks with Andres Sheppard, Oracle questions, BDC trouble

Fidelity’s Quant Boss Reveals Her Top 3 “Desert Island” Stock Market Indicators

How Peter Lynch Became The Greatest Fund Manager Of All Time

How to Earn Stock Market Returns With Half the Risk

Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)

Tom Sosnoff Will Teach You Trading

Stocks After a Rate Cut With Nick Colas, the End of Quarterly Earnings Reports, Strategy Denied S&P Inclusion

$1.5 Trillion Money Manager Jenny Johnson Speaks Out

The Truth Behind Private Equity’s Megaboom

Google Pops, Belief in the American Dream Drops, Regional Bank Stocks Rally Ahead of Rate Cuts

The Bull Market in Electricity

Wilfred Frost Comes By, Margin Debt Tops $1 Trillion, Nvidia Earnings Preview

Tom Lee Says It's Still Early

Coinbase Is the Godfather, the Return of Cathie Wood, Neil Dutta on Jackson Hole

Does the Stock Market Know Something We Don’t?

Things People Say in a Bull Market

The Week We All Found Out

Socialist Mayors, AI vs Labor With Callie Cox, Falling Knife Stocks

Why Valuations Don't Matter

Trump Is Winning His Trade War, Michael Cembalest on 20 Years Running Research at Jpmorgan, Earnings Reactions Galore

Meme Stocks or Manipulation?

Stocks Fueling Consumers, AI Bull Market Tracks the Late 90’s With Nick and Jessica, Mohamed El-Erian Tells Powell to Resign

Everybody's Wrong

Time to Sell Nvidia? Plus A16Z on Stablecoins and a Netflix Earnings Preview

Reasons to Remain Overweight

How Does Apple Get Its Mojo Back?

When Will the AI Bubble Pop?

Vanguard’s Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunges, Next Hot IPOs

Statement Risk

The Next Circle IPO, Ric Edelman on Crypto Allocations, Novo Nordisk vs Hims, Dumbflation

Why Defensive Stocks Have Disappeared

The Next Big Short is the Trade War

Nick and Jessica on Tech Earnings, Mary Meeker’s AI Tour de Force, ARR Models

Individuals Outsmart the Pros, Live From Chicago With Ben and Callie, Morningstar CEO Kunal Kapoor

Why Initial Jobless Claims Could Blow Up the Stock Market

Unstoppable Buying, ETF Inflow Records, Apple at War, Circle’s IPO

Real Men Don't Panic Over Bonds

The COUGRs Trade Takes Wall Street, America Downgraded by Moodys, Walmart vs Trump

Warren Buffett vs American Capitalism

Bull Trap or the Real Thing? Plus, Dana Mattioli on Amazon, Coinbase Joins the S&P 500, China Tariffs LOL

The Soul of a Short-Seller

Rest in Peace, CFA

Every Recession Begins With a Slowdown

Kenneth Rogoff on the Dollar, Stocks Laugh at Tariffs, Starbucks and Amazon Earnings

The Worst Is Still to Come

Next Trillion Dollar Stock, Why US Is Still Exceptional, Trump vs Powell

End of an Empire

How to Tune Out the Noise

The Craziest Week Ever

Crowdstrike and the $250 Billion Opportunity in Cybersecurity