How Loftus Peak Keeps beating the Market - And What They’re Buying Now | Alex Pollak

How Loftus Peak Keeps beating the Market - An...

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Our Monthly Portfolio Update - May 2026

Bryce and Alec open the books on their portfolios after a big month in markets. AI continues to drive returns across the US and Asia, both portfolios saw core holdings run hard, and both made some tough sell decisions. They dig into thesis cards, active management, thematic ETFs, ...  Show more

Humanoid Robots, Chinese EVs & AI: What Investors Still Get Wrong About Disruption

AI is moving from chatbots to agents, batteries are getting cheaper and longer-lasting, and China is emerging as a serious innovation engine across EVs, robotics and autonomous driving. Loftus Peak’s Anshu Sharma joins Bryce and Ren to unpack where disruption is accelerating, how ...  Show more

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