The Weekly Insight Podcast – The Old Playbook Doesn’t Apply EDITOR’S NOTE: This memo was completed Saturday, March 7th. Since then, oil briefly spiked to $119/barrel before settling above $100 for the first time since 2022. That caused ad [...]

The Weekly Insight Podcast – The Chokepoint EDITOR’S NOTE: This memo is being drafted on Saturday, February 28th. Due to travel on March 1st & 2nd, we wanted to get this written given the timeliness of the situation. Significant facts [...]

The Weekly Insight Podcast – From Luddites to Language Models: Why the World Isn’t Ending Fear. It’s back. Maybe it never left. But here we are again in an existential crisis for investors. Is Artificial Intelligence (AI) the greatest thi [...]

The Weekly Insight Podcast – The Dollar Trilemma (And Why Precious Metals Just Tanked) EDITOR’S NOTE: Due to travel next week, there will be no Weekly Insight Memo or Podcast on February 16th. We’ll be back with you on February 23rd. See [...]

The Weekly Insight Podcast – The Great Rebalancing There was no shortage of headlines last week (Fed meeting, new Fed chair, gold, and silver, etc.). But behind the noise, earnings season is quietly reshaping how markets are behaving. It [...]

The Weekly Insight Podcast – Financial Stoicism For as long as man has existed, we have been trying to wrap our heads around a moral framework through which to see the world. Religions have filled this role for many. Non-religious philoso [...]

The Weekly Insight Podcast – The Biggest Thing Nobody Is Talking About We’ve talked a lot in these pages over the last six years about “understanding the big things.” We can’t possibly predict day-to-day or week-to-week movements in a sto [...]