Episode Appearances
The Compound and Friends · May 12, 2026
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash
“Noted Micron becoming largest Russell 1000 value index holding despite being memory cyclical”
Bubble identification and risk management frameworksSemiconductor and memory chip market dynamicsAI infrastructure investment and CapEx bubble risks
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Animal Spirits Podcast · Apr 15, 2026
Everyone Back in the Boat (EP. 460)
“Shared chart showing flows into 70s and tech; rotation away from Mag Seven”
Tax Alpha vs. Market Alpha in Wealth ManagementIRS Workforce Reduction and Tax Compliance RiskSoftware Sector Collapse and Semiconductor Dominance
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