How to prepare your portfolio (and your life) for a post-AGI future.

On U.S. outperformance and whether international stocks are still needed in your portfolio.

Why future taxes are likely to be higher and what to do about it.

On the commodification of content and how algorithms can shape our financial beliefs.

On the lengths the rich go to avoid taxes and why their strategies aren’t as crazy as they seem.

On Michael Lewis’s new book Going Infinite and why SBF was always destined to fail.

On the state of the U.S. stock market and why the worst of it is probably behind us.

A deep dive on the current real estate market to answer the question: should I buy a house now?

I raise a question about our optimism for markets and the future of society.

On how quickly misinformation spreads and the best way to combat this worsening trend.

On overvalued markets and how to invest in them.

An analysis of asset classes returns and what always beats inflation in every market environment.

Remembering a tragedy and on society losing its perspective.

Why prices are more important than fundamentals most of the time.

On the resurgence of the joke as investment meme cycle and whether there is a more responsible way to participate in this movement.

Two titans of the financial industry have placed their bets for the next decade. Who do you side with?

On meme stocks, dogecoin, and jokes as an investment.

On Biden’s policy proposals, their likelihood of becoming law, and what to expect out of the stock market over the next four years.

How the stock market reacts around election day and whether it matters for your portfolio.