+ Rob Arnott, Jim Bianco, Brian Deese, Chris Bloomstran & More
Sponsored by | "Do not ride the whirlwind, for it brings only madness and death." | | | | — Owen Lamont |
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| Research | | Rob Arnott looks at the parallels between the AI narrative driving the current market and the dot-com bubble of a quarter century ago. He argues the the key to navigating any market narrative is less about adopting a strategy and more about developing an investment philosophy. |  | Source: Research Affiliates, based on Bloomberg data. As of March 26, 2025 |
| | | AQR's Dan Villalon explains why he believes options-based strategies are a bad deal even though many claim they are a free lunch. | | | Carta gives an update on the venture capital ecosystem based on data from 2,079 U.S. venture funds. Key highlights: | |  | Source: Carta. Data as of Q4 2024. |
| | Bonus Content | Brian Deese, former Director of the White House National Economic Council, explains why America struggles to build and how economic policy can remove the barriers to progress. Link | A study of funds that have returned more than 10X to LPs found that big winners and bold concentration may distinguish great venture capital funds from merely good ones. Link | A Boston clarinetist used a middle-class income to build a fortune in the stock market, which allowed him to give away $125 million. Link | Calvin and Hobbes creator Bill Watterson shared timeless advice on life and creative integrity. Link | | Podcasts | | | | |  | 3/14/2025 - 63 minutes |
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| | Freakonomics separates fact from fiction around U.S. tax policy and the national debt. | | Apple | Spotify | YouTube |
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| | | | |  | 3/20/2025 - 61 minutes |
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| | Chris Bloomstran talks about Warren Buffett & Berkshire Hathaway, return attribution of the S&P 500, the AI arms race, and more. | Apple | Spotify | YouTube |
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| | | | |  | 3/20/2025 - 71 minutes |
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| | Jim Bianco breaks down the March Federal Reserve meeting, explains why he thinks tariffs are unlikely to cause a recession, and shares his current asset allocation outlook. | Apple | Spotify | YouTube |
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| What Else Is Happening | | Deal of the Week YCharts is a web based financial research and analysis platform for asset managers and advisors. Click here to receive 20% off of YCharts Professional (new users only).* | | | | *Sponsored link |
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