Appears On
Episode Appearances
The Compound and Friends · Apr 28, 2026
Sleep at Night Portfolio, Big Tech Earnings Week, Spotify Blows Up, Josh on Joby
“Created permanent portfolio strategy in early 1980s as response to 1970s inflationary bear market”
Earnings Season 2025 - Big Tech GuidanceSemiconductor Earnings Revisions and ValuationAWS AI Workload Migration and Cloud Growth
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