Passive investing has exploded over the past decade — but is it distorting stock prices and squeezing out returns? In this video, we explore the massive inflows into index funds, their effect on market valuations, rising concentration in mega-cap stocks,…
How does AI value AI? We prompted Perplexity Labs to create a DCF for #NVDA, #MSFT, #GOOG, #META, #AAPL and #AMZN. The results may surprise you.
From Liberation Day Chaos to Cautious Recovery The second quarter of 2025 started with the April 2nd "Liberation Day" tariff announcement that sent shockwaves through global financial markets. What began as extreme volatility and panic selling evolved into a remarkable…