by Abigail Moyes | Jan 21, 2026
Summary: 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...
by Abigail Moyes | Jan 14, 2026
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...
by Abigail Moyes | Jan 7, 2026
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...
by Abigail Moyes | Jan 2, 2026
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...
by Abigail Moyes | Dec 18, 2025
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...
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