Artificial Intelligence
The AI hype is focused on chatbots. But the real super-cycle is in Robotics. Amazon has quietly built the world's largest autonomous fleet, and they are about to automate the entire planet's supply chain.
Economy & Markets
Andrew Ross Sorkin is the face of CNBC. But to sell his new book, he ignored cable news. He realized that to sell a complex history of the Great Depression, you don't need a 3-minute soundbite; you need a 3-hour conversation.
Economy & Markets
The CEO of Goldman Sachs is doing the podcast circuit. This isn't a vanity tour. It is a strategic signal to the market that the M&A window is open, and it’s time to start buying.
Artificial Intelligence
The market is obsessed with Nvidia. But history shows that hardware cycles always end. The money is about to flow from the chipmaker to the only company that owns the silicon, the software, and the search bar: Google.
Canada
Canada’s banking monopoly is about to break. Open Banking gives consumers ownership of their financial data. This is an existential threat to the Big Five and a rocket ship for Wealthsimple.
Technology
The market is panic selling SaaS stocks because "software is free." They are wrong. AI lowers the cost of coding, which expands margins. The new bottleneck isn't building the product; it's getting anyone to care.
Geopolitics & Defence
Brad Gerstner proposed the idea. Donald Trump put his name on it. By giving every American child an investment account, the "Trump Account" ensures that the next generation of voters has a vested interest in the legacy of the 47th President.
Economy & Markets
The Fed has always driven the economy by looking in the rearview mirror. Kevin Warsh wants to install a GPS. This shift to "Clean Data" will trigger a massive CapEx super-cycle for the companies that modernize Wall Street's plumbing.
Agriculture
Potatoes have been "clones" for thousands of years. David Friedberg just turned them into "software." Ohalo isn't just a startup; it's the end of the agricultural stone age.
Artificial Intelligence
Wall Street just told Big Tech to stop spending. The "AI Hangover" is here. Amazon and Microsoft are being punished, but Meta is surviving because Zuckerberg owns the one thing investors can't argue with: Control.
Economy & Markets
Turkey trades with the Middle East (volatile) and Europe (stagnant). Vietnam trades with China (predatory). Both countries are "Empire Builders" trapped in bad neighborhoods. They need each other.
Apple
In 1192, Saladin sent ice to his dying enemy, Richard the Lionheart. In 1997, Bill Gates sent $150 million to a dying Apple. Why do conquerors sometimes save their rivals?