Rates are up. OpenAI revenue appears to be below expectations. But investors aren't hedging. On the latest OPEX Effect, @spotgamma breaks down what he is seeing behind the scenes. youtu.be/iyoCS4qSsQ8

Big week on @excessreturnpod last week with Andy Constan, Jason Hsu, Jack Raines and Gary Mishuris. @CultishCreative and I are back to play the highlights and break down our favorite clips on the Weekly Wrap. youtu.be/GGhFK6RQFmE

New First Principles is out: @dampedspring is back to break down the Fed hike, inflation, the issuance needed to fund AI capex, why he’s become more positive on bonds and a lot more. youtu.be/YCyB7Af4_CY

New OPEX Effect is out: As we head into next week's big options expiration and Fed meeting, with oil and rates testing the rally, @spotgamma and I are back to break down what's going on behind the scenes. youtu.be/NOsfzM4-T10

New @excessreturnpod We sit down with @DanielTNiles to discuss where we are in the AI cycle, the risks heading into the election, what hyperscaler credit default swaps are telling him, and a lot more. youtu.be/DgeLSAGEMes

We had the case for a productivity boom on the podcast last week from Dom Rizzo. We also had a reminder that productivity spikes during recessions from Jim Paulsen. We learned a lot from both. @CultishCreative and I break down our biggest lessons. youtu.be/HpIQaaxeTNs

We are headed into OPEX week so @spotgamma and I are back to take a look at what is going on behind the scenes. We look at why we may be shifting from an AI driven market to a macro driven one, what Brent is seeing heading into OPEX and a lot more. youtu.be/dqqXnSa7UqM

NEW EXCESS RETURNS: @ckaiwu and I sit down with T. Rowe Price Global Technology Fund manager Dom Rizzo. We discuss why today’s market reminds him of 1998, why AI CapEx could accelerate from here, where profits ultimately accrue and a lot more. youtu.be/1_duCN-L0tI

One of our all-time favorite guests is back to bring an evidence-based perspective to a market some may argue has lost that. We talk to @alphaarchitect about bubbles, value investing, market concentration, AI exuberance, 351 exchanges and a lot more youtu.be/XHxMiYpLGmo

The S&P 500 has remained remarkably calm despite renewed negative developments on the war front. The Nasdaq, on the other hand, has been the opposite. On the latest OPEX Effect, @spotgamma and I break down the unusual things going on behind the scenes. youtu.be/qcyXQUzIDb8

NEW EPISODE: On the latest @excessreturnpod, we are joined by our good friend (and the first guest ever on the podcast) @Greenbackd to discuss AI, bubbles, what we can learn from historical capex cycles, value investing and a lot more. youtu.be/N8pU1bG0V0Y