The $5 Trillion Question | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet

The Inflation Risk Investors Miss | Nancy Davis

The 40 CAPE Conundrum | Meb Faber on What High Valuations Mean for Markets

Everyone Feared Recession. His Data Said Otherwise | US Bank CIO Eric Freedman on What It Says Now

Most Never Escape Stage 3 | Rick Ferri on the Education of an Index Investor

Investing in a Liquidity Dominated Market | Remi Tetot

The 4% That Drive All Returns | Larry Swedroe on What You're Getting Wrong About the S&P 500

The Regime Change No One Sees | Adam Parker on Why Valuations Are Lying to You

The Bear Stearns Moment | Ben Hunt on How Private Credit Unravels

The Case That We Are in the Early Stages of an AI Bull Market | Gene Munster and Doug Clinton

Buffett, Sun Tzu and the Ancient Art of Risk Taking | Tobias Carlisle

Timeless Lessons from a Trend Following Legend | Jerry Parker

The 100 Year Thinkers | Chris Mayer and Robert Hagstrom on Finding the Next Great Compounders

Investing in a Debasement Regime | Warren Pies

The Four Pillars of Macro - And What They Say About This Market | Andy Constan

What a Global Regime Change Means for Investors | Julian Brigden

Big Rally. First Sell Signal Since April | Katie Stockton on What the Charts Say Could Come Next

Electricity Is the New Oil | Rob Thummel on the Energy Opportunity from the AI Boom

The Expensive Truth About Cheap Investing | Bogumil Baranowski

Evidence Based Factor Investing | Matt Zenz