Please text and tell us what you like We question whether AI hype has outrun fundamentals while mapping a practical plan to stay invested. We dig into energy limits, data center pushback, circular demand, debt signals, selective stock picking, and tax-smart ways to lock in gains. • froth signals across AI leaders and suppliers • circular demand and debt-funded capex risks • grid and energy constraints shaping data center buildouts • local approvals, community impact, and siting choices • sel...
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Please text and tell us what you like We question whether AI hype has outrun fundamentals while mapping a practical plan to stay invested. We dig into energy limits, data center pushback, circular demand, debt signals, selective stock picking, and tax-smart ways to lock in gains. • froth signals across AI leaders and suppliers • circular demand and debt-funded capex risks • grid and energy constraints shaping data center buildouts • local approvals, community impact, and siting choices • sel...
Please text and tell us what you like Power peaks when attention outpaces achievement. That’s the lens we bring to a brisk year-end audit of 2025, asking whether the “big beautiful bill,” tariff bursts, and a flurry of executive actions represented durable progress or a loud crest without foundation. We weigh health optics, the slowdown in rallies, and how those signals affected confidence among GOP insiders, donors, and primary challengers. When allies start testing distance and new contende...
Please text and tell us what you like Markets don’t fear tariffs because they’re ideological. They fear tariffs because they’re unpredictable, blunt, and expensive at the point where businesses actually pay: the border. We dig into 2025’s tariff surge, why the legal footing always looked shaky, and how the market learned to translate political slogans into real cash costs for U.S. importers and consumers. We start by untangling a common mistake: treating trade deficits like federal budget ga...
Please text and tell us what you like Headlines promised breakthroughs; markets priced stalemates. We step onto the so‑called international merry-go-round and examine how Ukraine, Gaza, and Taiwan shaped 2025’s volatility—then we connect the dots to where risk and return may actually meet in 2026. Rather than reheating talking points, we look at what moved capital: elusive ceasefires, frayed Middle East ties, and a supply chain reality where rare earths and energy intensity dictate who has le...
Please text and tell us what you like Markets don’t move on speeches alone; they move on credibility. We take you inside a fast-moving 2025 where Jerome Powell faced political heat, weighed softening labor data, and used Jackson Hole to set a disciplined path toward rate cuts without surrendering the Fed’s independence. From there, we chart the trade-offs every investor cares about: do cuts cushion a slowdown or risk re-igniting inflation that’s still biting in housing, food, and utilities? ...
Please text and tell us what you like We question whether AI hype has outrun fundamentals while mapping a practical plan to stay invested. We dig into energy limits, data center pushback, circular demand, debt signals, selective stock picking, and tax-smart ways to lock in gains. • froth signals across AI leaders and suppliers • circular demand and debt-funded capex risks • grid and energy constraints shaping data center buildouts • local approvals, community impact, and siting choices • sel...
Please text and tell us what you like We trace Jooliana’s path from a childhood lesson about money and opportunity to a career helping advisors grow, exit well, and serve families with integrity. Along the way we unpack long-term investing, women-led leadership, client succession, and how to reach the next generation with clarity. • Money as opportunity and motivation • Choosing finance to translate complex ideas • AI, crypto and disciplined long-term strategy • Why 60-40 still works for man...
Please text and tell us what you like We pull apart the hype around Russia–US talks, question the assumption that business deals can buy peace, and map what a credible ceasefire and security guarantee would require. We also test oil-price myths and outline where investors might actually find durable opportunity in Europe. • why freezing current lines needs real deterrence behind it • how expropriation risk turns investments into leverage • lessons from Nord Stream on dependence and policy • ...
Please text and tell us what you like Gratitude can be a powerful investing edge. We open with what matters most—health, family, and the gift of time—and show how a calmer life widens the gap between impulse and action. That space lets us think in seasons, not seconds: read more deeply, travel for perspective, and build portfolios that can withstand surprise. From there, we pivot to the markets we’re thankful for, spotlighting a technology arc that’s reshaping the real economy. Custom chips, ...
Please text and tell us what you like Markets don’t break because of a single headline—they bend under the weight of what we choose to trust. We dig into where confidence belongs right now, from focused bets on innovation to the steady ballast of cash and gold. Along the way, we spotlight an underrated growth engine: America’s university system, where research, endowments, and relentless training keep producing the people and ideas that power AI, advanced chips, health tech, and the next wave...
Please text and tell us what you like A courtroom showdown over tariffs just forced the biggest question in trade policy: who gets to tax Americans in the name of national interest? We sat down to parse a marathon Supreme Court argument and why the Justices sounded skeptical of using emergency powers as a back door for sweeping tariffs. From first principles to practical fallout, we translate the legal jargon into plain English and outline what it could mean for markets, supply chains, and th...
Please text and tell us what you like We unpack what Mamdani's win signals for New York’s markets and whether capitalism is shifting toward protectionism and cronyism rather than socialism. We weigh crime, taxes, housing, and transit funding against ratings risk, capital mobility, and the city’s tech-and-finance future. • election results as the context for market sentiment • is capitalism evolving or declining in practice • Mamdani's platform and business community reaction • crime and poli...
Please text and tell us what you like A surprise rate cut without fresh data sounds bold on the surface, but the real story lives in the yield curve the Fed doesn’t control. We unpack why trimming the short end won’t guarantee cheaper mortgages or easier financing, how long-term yields respond to inflation expectations and Treasury supply, and where tariff rulings at the Supreme Court could tilt the outlook. Rather than chasing a tidy headline—“rates down, stocks up”—we map the messy mechanic...
Please text and tell us what you like Five trillion is a headline; the harder story is what comes next. We dig into NVIDIA’s historic market cap, the AI hardware and software flywheel behind it, and the reality that scale turns leaders into targets. From Blackwell-class GPUs to ecosystem partnerships like Palantir, we map how compute, tooling, and customers reinforce each other—and where fragility hides when growth expectations run ahead of execution. We get candid about market structure. Li...
Please text and tell us what you like If the world’s most powerful magnets can move turbines and EVs, what might happen when their supply chain starts to seize up? We take you inside the rare earths story—why these elements are abundant in the ground yet scarce in your portfolio—and connect the dots to AI infrastructure, defense systems, and the global energy transition. We break down China’s processing dominance and the environmental trade-offs that shaped it, then look at how non-Chinese s...
Please text and tell us what you like We unpack gold’s surge, why central banks—especially China—are buying, and how to balance conviction with risk. We share how we trimmed, built a cash buffer, and considered collars to cut downside while staying in the trade. • Central bank demand as a structural tailwind • China’s reserve ambitions and gold accumulation • Dollar and U.S. policy risk shaping safe‑haven flows • Rate cuts, inflation hedges, and market plateau • Trimming exposure after parab...
Please text and tell us what you like The U.S. government's unprecedented move to take a 10% ownership stake in Intel raises serious questions about the appropriate boundaries between government and private enterprise in American capitalism. • Government equity ownership in Intel marks a significant shift in U.S. industrial policy • Argument for equity stakes: if taxpayers provide subsidies, they should share in potential upside • Critical questions about who manages these positions and how ...
Please text and tell us what you like Aradna Kejrawal shares insights on her work as an Outsourced Chief Investment Officer (OCIO) and discusses how women are reshaping the investment landscape with their growing control of wealth and unique perspectives on risk. • OCIOs function as dedicated investment departments for advisory firms, providing sophisticated research and investment management while allowing advisors to focus on client relationships • AI serves as a companion in finance, maki...
Please text and tell us what you like We delve into the controversial topic of allowing private equity, real estate, debt, and even cryptocurrency into 401k retirement accounts, offering a skeptical analysis of this potential shift in retirement planning. • Government is willing to allow private markets and crypto in 401ks, though these options aren't widely available yet • Private markets involve less transparency and liquidity than traditional investments • Historically, private investment...
Please text and tell us what you like Retirement investing has lost its way. While Wall Street fixates on asset growth and total return, millions of retirees struggle with a fundamental question: how do I generate reliable income without depleting my savings? Steve Selengut, veteran investor and former RIA owner who managed $100 million in assets, challenges the industry's growth-obsessed paradigm with a refreshingly old-school approach. His investment philosophy centers on four principles l...
Please text and tell us what you like The financial markets are running hot as we head into Q4 2025, but are we witnessing sustainable growth or dangerous froth? In this thought-provoking episode, Clem Miller and Steve Davenport tackle the pressing question on many investors' minds: what's ahead for the markets? Steve kicks things off with a bold prediction - the market appears to be discounting an overly optimistic future, particularly in AI-related stocks. When companies merely mentioning ...
Please text and tell us what you like We question whether AI hype has outrun fundamentals while mapping a practical plan to stay invested. We dig into energy limits, data center pushback, circular demand, debt signals, selective stock picking, and tax-smart ways to lock in gains. • froth signals across AI leaders and suppliers • circular demand and debt-funded capex risks • grid and energy constraints shaping data center buildouts • local approvals, community impact, and siting choices • sel...
