How to Build a Portfolio for the New AI Capital Cycle
AI infrastructure stocks are gaining as energy, chips, and minerals power the data center boom. Here's how to position now.
The ‘One Rule’ Economy: Inside the Political Machine Rewiring the AI War
If you spent the last election cycle obsessing over red maps, blue maps, and the latest outrage-of-the-day on social media, I have a sobering reality check for you: You were watching the puppet show while the stagehands were busy rebuilding…
You Need an ‘Emergency Beacon’
Wildfires start with a spark; and market selloffs do, too. Is your stock portfolio prepared? Learn how to protect what you've built.
RIP The Invisible Hand: Welcome to the Technological Republic
The era of the Invisible Hand is ending as Washington fuses state power with Silicon Valley to win the AI race. Discover how the Technological Republic is reshaping markets — and which companies stand to benefit from government-backed capital flows.
The Great Decoupling: How AI Is Rewriting the Labor Market
AI is driving jobless growth and wage pressure. Here's how the Great Decoupling is shifting wealth to energy and compute.
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More PodcastsAI Agents vs. Seat-Based SaaS: The Hardware Bottlenecks Investors Can’t Ignore
This is the heart of what we’ve been calling “SaaSmaggedon” — the slow-motion collapse of the traditional seat-based SaaS model under the weight of AI agents, automation, and autonomous workflows.