Ancient Philosophers, Modern Investing Wisdom

Ancient Philosophers, Modern Investing Wisdom

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Do AI Moats Exist?

We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI. Travi ...  Show more

When the Government Becomes Your Co-investor

The US government and governments all over the world have played some active role in the day to day decision making at businesses for years. What we haven’t seen, though, is the US government take active equity stakes in businesses and so directly shape the capital allocation dec ...  Show more

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How Stoicism Makes Us Better at Money — ft. Ryan Holiday
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Ryan Holiday, one of the world’s foremost philosophers of the modern era, joins the show to talk about how stoicism can improve our perspective on money. He discusses how to handle wins and losses in every situation and why limiting your options can lead to better decisions. He a ...  Show more

How Stoicism Can Make You Rich
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The best financial advice you'll ever get is 2,000 years old. And it has nothing to do with the stock market.Forget the get-rich-quick gurus. Forget the social media charlatans selling courses about passive income. Forget every financial influencer telling you they found the secr ...  Show more

Telling Their Stories, Vol. 6: Sports, Family & Finance
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You know Bill Barker’s and Robert Brokamp’s investment advice from years of contributions to our podcasts and services. But did you know where and how they started? Sports, family, and finance keep popping back up in their life stories expressed in 10 sentences, in the stock grap ...  Show more

TIP617: Improve Your Investing Operating System w/ Vitaliy Katsenelson
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