The Dangerous Side of Being Right
In this piece, Marc revisits one of the most spectacular hedge-fund blowups in modern market history. The lesson is that intelligence alone doesn’t protect you when positioning gets crowded, and volatility is spiking. Without discipline and proper guardrails, even the…
The Best AI Stocks Are Falling for the Wrong Reason
Big Tech AI capex isn't peaking. Inference demand and competition are turning AI spending into a permanent utility.
SaaSmageddon Is Here – and Not All Software Stocks Will Survive
An explanation of why software stocks – especially SaaS – are being structurally disrupted by AI, and how investors can identify survivors.
The Easy AI Money Is Over, but the Bigger Gains Come Next
AI stocks are rotating, not collapsing. Learn why leadership is shifting as the market moves from Stage 1 to Stage 2 of the AI boom.
The End of the Free Market Fantasy
The U.S. has quietly abandoned free-market globalism in favor of a government-directed Technological Republic. Learn why this shift echoes the Manhattan Project, where the real investment choke points are forming, and why Jan. 27 could mark a critical inflection point…
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More PodcastsBitcoin as Digital Gold? Why the Safe-Haven Thesis Is Being Tested
Bitcoin was built to be “digital gold,” offering shelter from inflation and currency turmoil. But in today’s storm of de-dollarization and rising inflation, gold is soaring while Bitcoin lags. Discover why Bitcoin’s safe-haven thesis is under the microscope, what experts…
