159: A Stock Picker's Guide To 2024

159: A Stock Picker's Guide To 2024

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252: The K-Shaped Consumer Economy: GLP-1s, AI and the Future of Consumer Spending

The K-shaped consumer is redefining the outlook for the U.S. economy. While overall spending remains resilient, growth is increasingly concentrated among higher-income households, creating widening gaps across income levels. As policy shifts, AI adoption, and healthcare innovatio ...  Show more

251: The Infrastructure Buildout and the Skilled Trades We’re Missing

Skilled trades are becoming one of the most important — and overlooked — drivers of the global infrastructure boom. As trillions of dollars flow into energy systems, transportation networks, telecoms, and AI data centers, the constraint is no longer just capital — it’s labor. The ...  Show more

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Happy 2024 everyone!

Here are some of our goals and financial predictions for 2024. Overall, we're optimistic about the year.

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