Podcasts

Michael Burry Warns: Is the Biggest Tech Rally of Our Era Built on a Lie?

Is the AI bubble built on faulty accounting? Michael Burry warns that Big Tech is inflating earnings by billions. Discover what this means for AI stocks—and whether the boom is set to burst. More 

The Week Wall Street Misread AI (and the $380B Capex Wave Ahead)

Big Tech’s strongest earnings met sell-offs—but a $380B AI capex funnel is powering AI stocks, including chips, storage, networking, and data-center energy. More 

The Secret to Profiting from the AI Boom

Miss the AI Boom winners and you’re stuck financing burritos on BNPL (buy now, pay later) while your neighbor’s AI stock rips to all-time highs. More 

5 Profit Forces in AI to Make Money (And Avoid the Bust)

In this week’s podcast, we’ll break down the five key forces powering the AI revolution, and show you how to ride this wave for potential profit now, while staying alert to the warning signs that others ignore. These are the 5 Profit Forces in AI that every hypergrowth investor must know today. More 

How Did These Stocks Jump 200% So Fast?

One big tailwind propping up this “stupid” market: Uncle Sam is literally picking winners. The U.S. government has started assembling what we dub the “President’s Portfolio”: taking equity stakes in companies deemed critical to national security (from chips to minerals). Every time the White House blesses a stock, its share price goes ballistic. More 

AI Stocks Soar While Main Street Sputters … Dot-Com Déjà Vu?

Even the biggest tech bull (yours truly) has to acknowledge that today’s AI bull market rally can’t outrun economic gravity forever. More 

Fed’s ‘Risk-Management’ Cut Sets the Stage for Tech’s Next Boom

With the Fed-induced drop in mortgage rates, Opendoor’s core business of buying and selling homes could hit the gas. When borrowing costs fall and homebuyers regain confidence, housing activity picks up – more people list homes and more people buy. More