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The Fragmentation Era
Jun 29, 2025

The Fragmentation Era

+ Jeff Currie, Invest America, Marc Andreessen, Erik Prince, Coatue, AQR & More

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The Passive Party Hangover
Jun 22, 2025

The Passive Party Hangover

+ Sir Chris Hohn, Paul Tudor Jones, Thomas Reiner, Morgan Stanley, TCW, & More

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European Renewal
Jun 15, 2025

European Renewal

+ Rob Citrone, Michael Cembalest, Dan Rasmussen, Goldman Sachs, AQR & More

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The Mid 7
Jun 08, 2025

The Mid 7

+ Niel Howe, Cliff Asness, Steve Cohen, Schroders, Apollo & More

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Buffer BS
Jun 01, 2025

Buffer BS

+ Cliff Asness, Carson Block, Morgan Housel, Jason Zweig, Mohnish Pabrai, Apollo & More

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Sell America
May 25, 2025

Sell America

+ Antti Ilmanen, Richard Ennis, Verdad, Michael Cembalest, Bethany McLean & More

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Trade Walls: Global Risk Recalculated
May 11, 2025

Trade Walls: Global Risk Recalculated

+ Rick Rieder, Karen Karniol-Tambour, Jason Zweig, Warren Buffett, Kenneth Rogoff

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Go for Gold 🥇
May 04, 2025

Go for Gold 🥇

+ Bridgwater, Research Affiliates, Apollo, Vanguard, UBS, WisdomTree & More

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The New Joule Order
Apr 27, 2025

The New Joule Order

+ Peter Thiel, Carl Kawaja, Peter Linneman, Jared Dillian, LBO Replication & More

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America: Now Trading Like an Emerging Market
Apr 20, 2025

America: Now Trading Like an Emerging Market

+ Richard Bernstein, Lyn Alden, Goldman Sachs, Research Affiliates, Morgan Housel, Low Vol & More

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Tariff Troubles
Apr 13, 2025

Tariff Troubles

+ Goldman Sachs on Bear Markets, Paul Donovan, Francis Rochon, James Aitken, David Nadig, Jeff Ptak & More

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AI Boom vs. Dot-Com Bubble
Apr 06, 2025

AI Boom vs. Dot-Com Bubble

+ Rob Arnott, Jim Bianco, Brian Deese, Chris Bloomstran & More

The Idea Farm
The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers.

The Idea Farm

The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers.

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