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AI Ate Your Index

AI Ate Your Index

+ Scott Bessent, Jamie Dimon, Philipp Carlsson-Szlezak, Henry McVey & More

The Idea Farm
Quadrillion Problems

Quadrillion Problems

+ Ron Baron, Rob Arnott, David McWilliams, Jason Draho & more

The Idea Farm
CAPE Cried Wolf

CAPE Cried Wolf

+ Andrew Ang, Mark Pincus, Bob Robotti, Paul Kedrosky, and more

The Idea Farm
World's Cheapest Country

World's Cheapest Country

+ Scott Rubner, Michael Cembalest, Ken Griffin & More

The Idea Farm
Doing Nothing Wins

Doing Nothing Wins

+ AllianceBernstein, Goldman Sachs, Hendrik Bessembinder, PIMCO, Bain & More

The Idea Farm
Echoes of 1999

Echoes of 1999

Plus: Big Tech's buybacks are disappearing

The Idea Farm
Betting Against America

Betting Against America

+ Seth Klarman, Michael Mauboussin, Henry Kravis, Niall Ferguson & More

The Idea Farm
40% Off Overseas

40% Off Overseas

+ Henry McVey, Jim Grant, Tyler Cowen, Bain on PE, Goldman Sachs & More

The Idea Farm
The IPO Trap

The IPO Trap

+ Charley Ellis, ChatIPO, Rob Arnott, GMO, Citadel, Man & More

The Idea Farm
A CAPE of 39

A CAPE of 39

+ Gavin Baker, Building BlackStone, Chris Hohn, AllianceBernstein & More

The Idea Farm
AI's Civil War

AI's Civil War

+ Citadel, Goldman Sachs, Apollo, Mauboussin, Dalio & More

The Idea Farm
28 Stocks Are Carrying the Market

28 Stocks Are Carrying the Market

+ Citadel, Goldman Sachs, PIMCO, Deutsche Bank & More

The Idea Farm