Why 900,000+ Jobs Just Got Penciled In To Disappear | Anna Wong & Danielle DiMartino Booth on -911k Non-farm Payroll Revision, Unemployment Rate, and Immigration’s Impact on Labor Market

Why Bonds Still Suck | Aahan Menon of Prometheus Macro on Immigration’s Impact on Lower Job Numbers, Technology CapEx, Business Expansion, Manufacturing Green Shoots, and More

Concentrated Investing in Small Caps at the Intersection of Change, Crisis, & Controversy | Stoic Point Capital Management

The Era of AI Semiconductor CapEx | Angus Shillington & Nick Frasse (Fireside Chat)

How AI Tools Are Rapidly Disrupting the Investment Industry | Brett Caughran & David Plon

Non-Bank Leverage & Financial Stability | Financial Stability Board General Secretary John Schindler

Climbing the Hedge Fund Ladder: From Analyst to Hedge Fund Founder

“Potemkin Village of Credit” | BankRegData’s Bill Moreland on Banks’ Loan Modification Morass & Note-on-Note Financing Spree

Breaking Down Powell’s Jackson Hole Speech, September Rate Cut Odds, and Chinese Consumer Lending FinTech’s | Jack & Max

The Golden Age of Fundamental Commodities Trading with Tor Svelland of Svelland Capital (18.5% Annualized Since Inception)

Biggest Trade Shock Since Civil War | Douglas Irwin on Trump’s “Bigger Than Smoot-Hawley” Tariffs, Great Depression Balance of Payments History, and Tariff Incidence (Who Pays?)

Wall Street is Crushing Main Street: Juxtaposing Market Strength with Economic Softness

The ETFization of Private Credit | Leland Clemons on Fixed Income Flows, ETF Mechanics, and High-Yield Bond Market

Waiting For The Fat Pitch | “Recession Denier” Jonny Matthews on Real Slowdown In U.S. Economic Data

Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments

The Speculation Phase Begins | Michael Howell on Liquidity Cycle, China, Fiscal Dominance, and Dollar Weakening

Beyond the Fed | Jack & Max on FOMC, GDP, Earnings & Tariffs

Optimizing the Investment Business for Long-term Results | David Steinberg of Marlowe Partners

A US Sovereign Debt Crisis is Bullish for the Dollar | Brent Johnson

Navigating the Non-Investment Grade Landscape In A High Tariff World | Oaktree’s Wayne Dahl on High-Yield Bonds, Bank Loans, CLOs, CMBS, and Private Credit