Good afternoon everyone, I sat down with my good friend Farhad Massoudi, founder of Tubi.TV , an ad-supported streaming service he started in 2011, launched in 2014, and acquired by FOX for $500 million. Today, Tubi has 100M+ MAUs, $1B+ in revenue, and...

Strategy Investors are suckers for a good growth story. (behaviouralinvestment.com) Diversification as ‘survival insurance.’ (safalniveshak.com) Investors will only wait so long for a factor to pay off. (klementoninvesting.substack.com)...

Podcasts Peter Lazaroff on the important differences between index investing and factor investing. (peterlazaroff.com) Ben Carlson and Duncan Hill talk secular bull markets, asset allocation and bubble analogies with Jurien Timmer of Fidelity....

This year began with the big tech companies boasting about ‘supersizing’ just the 100,000 AI GPU data centers from last year’s state of the art AI data centers with tens of thousands of AI GPUs. Mostly from the key global supplier, Nvidia, with its own...

Books Three investment book recommendations including: “What I Learned About Investing From Darwin” by Pulak Prasad. (flyoverstocks.com) A positive review for Andrew Ross Sorkin’s new book “1929: Inside the Greatest Crash in...

Reporting Changing reporting requirements won’t magically make management more long-term focused. (blogs.cfainstitute.org) Who wins or loses with less frequent financial reporting. (blogs.cfainstitute.org) Quant stuff How Blackrock ($BLK) has built...

With growing excitement for AI driven robotics, and especially humanoid robots in the home, as this AI Tech Wave leans into ‘Physical AI’, it’s easy to forget how hard it is to build successful hardware/software businesses in tech. I’ve written about...

Markets How inflation regimes affect returns for stocks and bonds. (awealthofcommonsense.com) The Fed does not control the long end of the curve. (advisorperspectives.com) The four O’s of market bubbles including ‘over-ownership.’...

Podcasts Josh Brown talks with Mark Bruno, Managing Director and Head of Strategic Advisory at Emigrant Partners, about ‘The RIA Real Deal: What We’ve Learned from a Golden Era of Deal-Making.’ (youtube.com) Barry Ritholtz talks with...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...