AI bubble manifests in credit, not equityPICKED UP BY BLOOMBERG SURVEILLANCE, MONETARY MATTERS WITH JACK FARLEY, THE DIVIDEND CAFE, CNBC FAST MONEY, MACROVOICES, ANIMAL SPIRITS, EURODOLLAR UNIVERSITY
Post-1980 investment regime as a dangerous recency biasPICKED UP BY THE MEB FABER SHOW, HIDDEN FORCES
Secondaries as release valve for unrealized NAVPICKED UP BY ANIMAL SPIRITS
Invest in AI infrastructure firstPICKED UP BY MASTERS IN BUSINESS, EXCESS RETURNS, MONETARY MATTERS WITH JACK FARLEY
Private equity faces a post-zero-rate reckoningPICKED UP BY THE JULIA LA ROCHE SHOW