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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
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
31 August
Writer of the 25iq blog, where he distils "a dozen things I've learned" from investors, founders and thinkers. Author of Charlie Munger: The Complete Investor and A Dozen Lessons for Entrepreneurs.
Warren Buffett: "If you must hold a prayer meeting before you try to raise prices, then you don't have much of a moat." TSMC and Samsung didn't hold prayer meetings before raising these prices. An assertion that these businesses don't have a moat isn't remotely credible. Quoting @dnystedt TSMC may raise prices across all process nodes by another 10% to 15% amid strong demand for AI-related chips - and Samsung’s ability to hike prices 10%-15% for its 4nm and 5nm offerings, media report, citing market expectations (NOT from TSMC). The market also reportedly sees follow on price hikes… Related
If a business has earned returns on capital substantially exceeding the opportunity cost of capital for a period of years(eg, > 5 years), it has a moat. The test is math based. An assertion that NVIDIA, TSMC other businesses don't have a moat and that moats can't be created in the future makes me giggle. morganstanley.com
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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
18 June
Chief executive of Intel since 2025, founder of the venture firm Walden International and chief executive of Cadence Design Systems for thirteen years.
government
Their words
Just I explained to President Trump, TSMC when they started they have the Taiwan government as a shareholder. If you look at Japan, you look at Singapore, this is the infrastructure US government get to provide the support.
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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.
23 March
Hosts the Lex Fridman Podcast — long, unhurried conversations with scientists, engineers and public figures. Several of the interviews quoted elsewhere on this site are episodes of it.
Here's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution. This was a fascinating & inspiring conversation, in parts super-technical on engineering of every part of the AI stack, memory, power, supply chain (TSMC, ASML, etc), in parts about leadership & psychology, and in parts personal & philosophical about life, consciousness, mortality, and human nature. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:33… Related
Hosts the Lex Fridman Podcast — long, unhurried conversations with scientists, engineers and public figures. Several of the interviews quoted elsewhere on this site are episodes of it.
Their words
I think NVIDIA, both NVIDIA and TSMC are two of the greatest companies in the history of human civilization.
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13 March
Founder and chief analyst of SemiAnalysis; reports on semiconductor supply chains, AI datacentre economics and what the chip export controls actually do.
From one piece
Dylan Patel — The single biggest bottleneck to scaling AI compute
4 beliefs, in the piece's order there
China
Their words
And Huawei has a bigger pool in China. It's very arguable that Huawei, if they had TSMC, would be better than Nvidia.
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Their words
TSMC is much more excited to give allocation to Graviton than they are to tranium because they view CPU business as more stable long-term growth right and as a company that is conservative and doesn't want to ride cycles of growth too hard you actually want to allocate to the uh the market that is more stable and lower growth rate first before you allocate all the incremental capacity to the fast growth rate market.
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China
Their words
Um, just shipping out all the engineers and blowing up the fabs means China has a stronger semiconductor supply chain than the rest of the world, right?
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+ 1 more
Their words
and so I don't think TSMC would kick out Apple. I think Apple will become a smaller and smaller and smaller percentage of TSMC's revenue and therefore be less relevant for TSMC to cater to their demands.
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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.
11 August 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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18 June 2025
Independent AI policy researcher; led policy research at OpenAI from 2018 to 2024, latterly as senior adviser for AGI readiness.
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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