Podcasts

Michael Burry Warns: Is the Biggest Tech Rally of Our Era Built on a Lie?

Is the AI bubble built on faulty accounting? Michael Burry warns that Big Tech is inflating earnings by billions. Discover what this means for AI stocks鈥攁nd whether the boom is set to burst. More 

The Week Wall Street Misread AI (and the $380B Capex Wave Ahead)

Big Tech鈥檚 strongest earnings met sell-offs鈥攂ut a $380B AI capex funnel is powering AI stocks, including chips, storage, networking, and data-center energy. More 

The Secret to Profiting from the AI Boom

Miss the AI Boom winners and you鈥檙e stuck financing burritos on BNPL (buy now, pay later) while your neighbor鈥檚 AI stock rips to all-time highs. More 

5 Profit Forces in AI to Make Money (And Avoid the Bust)

In this week鈥檚 podcast, we鈥檒l break down the five key forces powering the AI revolution, and show you how to ride this wave for potential profit now, while staying alert to the warning signs that others ignore. These are the 5 Profit Forces in AI that every hypergrowth investor must know today. More 

How Did These Stocks Jump 200% So Fast?

One big tailwind propping up this 鈥渟tupid鈥 market: Uncle Sam is literally picking winners. The U.S. government has started assembling what we dub the 鈥淧resident鈥檚 Portfolio鈥: taking equity stakes in companies deemed critical to national security (from chips to minerals). Every time the White House blesses a stock, its share price goes ballistic. More 

AI Stocks Soar While Main Street Sputters … Dot-Com D茅j脿 Vu?

Even the biggest tech bull (yours truly) has to acknowledge that today鈥檚 AI bull market rally can鈥檛 outrun economic gravity forever. More 

Fed鈥檚 ‘Risk-Management’ Cut Sets the Stage for Tech鈥檚 Next Boom

With the Fed-induced drop in mortgage rates, Opendoor鈥檚 core business of buying and selling homes could hit the gas. When borrowing costs fall and homebuyers regain confidence, housing activity picks up 鈥 more people list homes and more people buy. More