This week, we hosted our quarterly livestream for Plus members. David discussed the evolution of personal technology, how the current AI moment differs from the Internet bubble of 2000, and the challenges of forecasting the impact of the Iran War. David also answered a number of member questions on trend following, emerging markets, Latin America, and the current market environment. … [Read more...]
The Decade So Far: September 2025 Live Market Update
In this livestream, recorded on September 25, 2025, we review how the forces of money, trust, technology, and climate change have evolved and interacted to impact the economy and asset class returns over the past six years. We also answered member questions on a variety of topics, including the money supply, mortgage-backed securities, private equity, and the public stock market, among others. … [Read more...]
