From Labor to Ownership

From Labor to Ownership

Summary: 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...
Fiscal Theory Explained with John Cochrane

Fiscal Theory Explained with John Cochrane

Summary: 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...
Narrow Your Focus and Invest With Confidence

Narrow Your Focus and Invest With Confidence

Summary: 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...
Jobs Shock & Market Reality

Jobs Shock & Market Reality

Summary: This episode centers on staying prepared, managing risk, and building a balanced approach in a potentially overextended market. The team breaks down the jobs report revisions from August 2025 and what they signal for the broader economy. With markets running...
How to Find Dividend Stocks on Sale

How to Find Dividend Stocks on Sale

Summary: Andy, Noah, and Corey dive into the power of dividend investing — one of the most reliable paths to long-term wealth. They explain why Warren Buffett’s success with Coca-Cola is a masterclass in patience and compounding returns, and outline what separates...
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