Appears On
Episode Appearances
Motley Fool Money · Apr 7, 2026
Breaking Down Jamie Dimon’s Investing Letter
“Discusses Dimon's contrarian mindset, information asymmetry in following famous investors, and JEPQ tax inefficiency”
Jamie Dimon's 2024 Shareholder Letter AnalysisPrivate Credit Market Risks and CompetitionPrivate Equity Hold Period Extensions
View AnalysisMotley Fool Money · Feb 24, 2026
Party Like it’s 2027
“Motley Fool analyst; selected Live Oak Bank as unconventional pick; advocates for value discipline in M&A”
Small Business Lending and SBA Loan OriginationFintech Platform Ecosystems and Horizontal ExpansionDirect-to-Consumer Telehealth Business Models
View Analysis