Roundtable Perspectives

Why repeated inflation shocks reshape what people believe, and what that does to markets. Last Thursday, the latest PCE inflation report landed, and depending on

Why power, and the equipment that delivers it, may matter more than the chips. During any conversation about AI these days, the most common topic

Why a three-hundred-year-old story is worth keeping in mind today. In the early 1700s, a Scottish economist named John Law convinced the French government to

A perspective on building value the market cannot easily compete away. Financial success, for most people who achieve it, follows a familiar formula. A career

How life is being financialized like never before. For most of modern history, financial markets have had clear edges. You could buy a stock, a

Part three of a three-part series on the phases of the AI investment cycle. The first two acts of this cycle have been about AI

Part two of a three-part series on the phases of the AI investment cycle. Over the last two years, AI has looked like a story

Part one of a three-part series on the phases of the AI investment cycle. A few weeks ago, Google announced plans to invest up to

A shoe company rebrands as an AI infrastructure play and jumps 600% in a day. A car rental business, drowning in debt, rockets from $100

Most people build wealth because they want more flexibility, security, and control over their lives. The tools they use to get there (retirement accounts, tax-advantaged