Podcast Episodes
Back to SearchShiller CAPE at 2000 Bubble Levels — Households 30% Over-Allocated to Stocks
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2 months, 4 weeks ago
Physical AI Is a $40 Trillion Market — S&P Top 10 Already 40% Concentrated
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2 months, 4 weeks ago
The Old Rules of Portfolio Construction Are Dead — New Playbook for RIAs in 2026
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2 months, 4 weeks ago
Consistently Not Stupid: The Investing Mistakes That Actually Kill Returns | Seth Cogswell
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3 months ago
Anthropic IPO, Claude &
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3 months ago
Anthropic IPO, Claude & the AI Unemployment Wave Nobody’s Talking About | Derek Yan
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3 months ago
The 60/40 Portfolio Is DEAD — Here'
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3 months ago
The 60/40 Portfolio Is DEAD — Here'
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
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3 months ago
The 60/40 Portfolio Is DEAD — Here's What Replaces It | Alex Shahidi
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3 months ago
The Great AI Unwind — Which Companies Survive the Adoption Phase? | Kai Wu
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3 months ago