Session 25: More on valuation

Earnings, Cashflows and Stock Prices: The AI Storm blows through!

The key reason that US equities have held their own this year, in the face of rising interest rates, is…

Interest rates and Stock Prices: An Old Market Debate Replayed!

In the first eight months of 2026, as global tensions play out in markets, interest rates have taken center stage…

The Scaling and Profitability Trade-off: Venture Capital's weakest link!

Every business is faced with the question of whether to become bigger or build a better business model (delivering more

AI's Bar Mitzvah Moment? From Hype & Hope to Business Questions!

It is undeniable that AI has taken over business and investing conversations since ChatGPT's debut on November 30, 2022.

Lessons from Leo: The Dark Side of Investment Conviction!

If you have been reading the financial press or tracing social media, the story of Leo Aschenbrenner and the rise…

Information Timing and Release: The Debate over Quarterly Reporting and Fed Guidance!

In this session, I talk about two long-running stories in markets, the first relating to a SEC proposal to replace…

Investing and the economy: four English-language YouTube channels that explain the mechanism, not the mood

Four of the 18 English-language investing and economy channels in our register, chosen because they show how a number was…

Elon Musk’s SpaceX stock plan for every American kid

Elon Musk plans to give SpaceX stock to every American child next year, an estimated $10.5 billion pledge that could…

AI Agents Should Be Every Microentrepreneur’s First Hire

AI agents can handle invoicing, support, and outreach before you hire anyone. Here's why solo founders should treat one as…

A Single Point of Failure Threatens Every Small Firm

A single point of failure in one firm's security role is a warning every founder should heed: diversify suppliers before…