All episodes

Aerospace and Defense: Buying the Selloff, Bottoming Sentiment

UnitedHealth's Clean Beat: 3Q26 Beat and Raise

Korea's Vertigo: Inside KOSPI's October Rout

Morgan Stanley's AI Barbell: Power Bottlenecks, Semis, Software and Adopters

Morgan Stanley on AI Safety: Policy, Compute, and the Stocks to Own

The 2027 Playbook: Positioning for Quad 2, 3 and 4

State of the Consumer: The K-Shaped Deep Dive

The Boat Was Loaded to One Side: Neglected Stocks vs the AI Trade

A Month with Muse: A Founder's 30-Day Field Test

The Power Grid Modernization & AI Opportunity

Military Modernization — Backlogs, Specialists, and the Stocks to Own

Kevin Warsh — The New Fed Chief, Up to Speed

Stan Druckenmiller — The Legend, Up to Speed

13F Deep Dive Part 2 — Pershing Square, Third Point, ValueAct & TCI

13F Deep Dive Part 1 — Altimeter, Atreides, Appaloosa & Durable

13F Deep Dive Part 4 — Baupost, Jericho, Kensico & Par Capital

13F Deep Dive Part 3 — Lone Pine, Maverick, Coatue, D1 & Whale Rock

Lightshed Partners — The Catch-Up Compilation

Capital Markets Weekly — Week of October 5

Brad Gerstner on AI and Investing

Jordi Visser's Sunday Outlook — Climbing the AI Bubble Wall of Worry

Gavin Baker on AI and Investing

Founders: The Last 12 Episodes, Distilled

Mark Zuckerberg's Empire — Inside the Colossus Profile