Appears On
Episode Appearances
WSJ's Take On the Week · Jul 26, 2026
The Buried $150B Bet Inside the Top 20 U.S. Stocks
“Wrote Markets AM newsletter analyzing private market impact on public company earnings and S&P 500 valuations”
Private Market Exposure in Public PortfoliosCorporate Venture Capital StrategiesS&P 500 Earnings Quality and Valuation
View AnalysisWSJ's Take On the Week · Jul 12, 2026
Are Corporate Earnings in a Bubble? This Quarter Is a Test
“Wrote about accounting adjustments and circular valuation loops in unlisted AI companies inflating reported earnings”
Corporate Earnings Bubble TheoryAI Infrastructure Investment ROISemiconductor Supply Chain Dynamics
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The Journal. · Jun 15, 2026
The Great IPO Frenzy of 2026
“Markets columnist providing expert analysis on IPO trends, valuations, and market concentration risks throughout episode”
IPO Market Dynamics 2026AI Company ValuationsSpaceX IPO Performance
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