Gold Won't Make You Rich — Cash Will Quietly Make You Poor
Most investors still treat gold like a lottery ticket and cash like a safety blanket. They watch gold make new highs and assume it's finally "working." They sit on piles of cash and feel conservative and responsible. Both instincts are dangerously backwards. In this episode, Andy ...Show more
The Demographics Behind Market Trends
Andy sits down with demographer Kenneth Gronbach to explore how demographic trends quietly shape economies, markets, and long-term investment opportunities. From the aging baby boomer population to shrinking workforces in countries like Japan and China, this conversation breaks d ...Show more
From Labor to Ownership
Andy, Noah, and Corey break down how AI is reshaping the job market and why ownership matters more than ever. Using Salesforce's September 2025 announcement as a case study, they examine what it means when a company cuts 4,000 jobs while authorizing $20B in share buybacks. The te ...Show more
Fiscal Theory Explained with John Cochrane
Andy is joined by Dr. John Cochrane, Senior Fellow at the Hoover Institution at Stanford University, for a deep dive into fiscal theory, inflation, and the forces shaping today's global economy. Dr. Cochrane explains the fiscal theory of the price level and why inflation is ultim ...Show more
Narrow Your Focus and Invest With Confidence
The team breaks down the often-overlooked skill of picking fewer, better investments. Instead of chasing endless opportunities, the team explains why clarity, discipline, and defined criteria matter more than volume. Using relatable analogies and timeless investing principles fro ...Show more