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9 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
Animal Spirits: Everywhere Millionaires On today's show we discuss how bull market gains have changed the markets, AI is crowding everything else out, when the next financial crisis will hit, Ray Dalio keeps scaring investors, the earnings boom, a buying oppo…
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6 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
5 September
Economics professor at the University of California, Berkeley and a former Deputy Assistant Secretary of the US Treasury. Author of Slouching Towards Utopia and writer of the Grasping Reality newsletter.
The early money paid $75 billion for stakes in MuskWorld now marked at $1.57 trillion: 20x. But the cash flows to justify that do not exist. They are not on any horizon. So why? This is just plain weird. This is not NVIDIA, or TSMC, or Samsung, or ASML, or Apple, or any of the hyperscalers wth real cash flows: **Looking Askance Yet Again at MuskWorld: WEIRDNESS OF THE DAY** Musk torched one of his two profitable businesses and Starlink can’t carry anything like a $3 trillion valuation... 1/ Related
3 September
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
This will turn out to be a very consequential and important acquisition in AI It is increasingly clear that the future of AI will be ultra capable and ultra cheap sources of intelligence tokens. Huggingface can help Nvidia accelerate this inevitability for the industry. This also allows Nvidia to have another competitive piece on the chess board. As the hyperscalers keep moving down (spinning their own silicon), Nvidia moves up. Game on! Quoting @JensenHuang Exciting day for NVIDIA and @huggingface. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. They allow every developer, startup, university, industry and country to build with, customize and benefit from AI. Thank you @ClementDelangue for… HuggingFace Related
1 September
Investment researcher and engineer who runs Lyn Alden Investment Strategy, writing on macroeconomics, currency systems and equity analysis.
Someone dug this old gem up, so I checked the resulting outcome, 6+ years later. The moral of the story is don't buy Clorox for 30x earnings and don't lend money to the government for a 0.6% yield. If you do, you're gonna have a bad time. Quoting @LynAldenContact Clorox $CLX trades at nearly 30 times earnings and grows at a low single-digit growth rate per year. Dividend yield is 2.2%. Question: Would you rather buy and hold that for the next ten years, or a 10-year Treasury note yielding 0.6%? government Related
2 July
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
The S&P 500 capped off a middling month in June 2026, but had a stunning 2nd quarter, up 14.87%. Rising earnings helped, and the equity risk premium for the index stood at 4.17% over the 10-year treasury rate. Related
1 June
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
US stocks continued to climb in May 2026, with the S&P 500 up 5.1% and treasury rates leveled off at 4.44% (up from 4.40%). The ERP for the index declined from 4.36% to 4.31%, as a surge in earnings partially offset higher stock prices. Related
30 May
Indian value investor who taught Behavioural Finance and Business Valuation as an adjunct professor at MDI Gurgaon. He writes the Fundoo Professor blog about investing, moats and mental models.
A cheap stock without a catalyst is a value trap plus a prayer for a bull market. (That is chasing beta) https://t.co/0XrAuqYqhz The most common catalysts are earnings growth when combined with very low P/E multiples plus a high dividend yield. Doesn’t happen very often but a setup like this must result in stock price appreciation otherwise the yields start exceeding bond yields which by themselves are catalysts for re-rating. There are many other catalysts based on developments inside the company (corporate actions) or developments in markets (eg increase in free float, inclusion in an index… Related
19 May
Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
14 October 2025
Demographer; writes on fertility, marriage and population, and directs the Pro-Family Initiative at the Institute for Family Studies.
15 September 2025
Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
15 August 2025
Founder of Terraform Industries and formerly a physicist at NASA's Jet Propulsion Laboratory; writes about energy, space and manufacturing.
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central takeaway is that is that the hyperscalers are not power cost sensitive they are power availability sensitive
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25 July 2025
Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
16 July 2025
Chairman and chief executive of JPMorgan Chase, which he has led since 2005 after turning around Bank One.
Their words
if we if if today PEs were 15 as opposed to 23, I say that's a lot less risk. A lot less to fall and you have some upside. I would say at 23, there's not a lot of upside and there's a long way to fall.
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26 April 2025
Managing partner at Ritholtz Wealth Management. Writes the blog The Irrelevant Investor and co-hosts the Animal Spirits podcast with Ben Carlson.
There was a lot to like about the commentary from Q1 earnings season. I'm afraid we'll hear a different story next time. Related
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