Investing

How I Lost $15 Million

4 January 2026
A sudden win can be more dangerous than a slow loss. This piece explores why misunderstanding risk leads to poor decisions — and how investors can think more clearly when certainty is impossible.

2026, the year of shortage before excess

2 January 2026
As we head into 2026, the AI boom is entering a new phase. Not excess, but shortage. From memory and storage to compute and power, critical AI infrastructure is running out, and supply won’t catch up for years. This is where the next wave of outsized returns will be made — before abundance finally arrives.

Bad Strategy

22 December 2025
When leaders mistake short-term fixes for long-term strategy, the results are predictable: weaker markets, distorted prices, and growing costs for everyone else.

It’s America for now, but not forever

10 December 2025
While pessimism dominates the UK right now, a different picture emerges when you strip out the noise and think with pragmatic clarity — the kind my mother taught me. Yes, the UK is a great country and will be again. But when it comes to investing today, we’re standing in front of two lakes: one brimming with opportunity, the other nearly empty.

Banana Republic Prices

23 November 2025
The US has become a banana republic without the bananas. The practical importance: shouldn’t its capital assets — its stocks and bonds, primarily — be marked down to banana republic levels?

Don’t Panic. Do This Instead.

16 November 2025
If you think all is lost and the market is finished for good… don’t read this. Because what we’re about to show you challenges the doom narrative entirely. History, data, and decades of market behavior point to a very different outcome—one most investors overlook right before conditions turn. If you’d rather stay pessimistic, skip it. But if you’re willing to see what the numbers actually suggest, keep reading.

How to Become a Pawn Star

11 November 2025
Rick Harrison turned forgotten objects into opportunity and built a business on understanding the thin line between story and value. In markets, that same skill separates speculation from smart investing. Knowing what’s worth holding, and what’s just sentimental dust, is how you become a true pawn star.

The Ferrari Fallacy

27 October 2025
When Morgan Housel said he once wanted a Ferrari, a mansion, and a Rolex “because I had nothing else to offer,” it hit home. Because that’s the trap most of us fall into — mistaking money for meaning.

Your Brain Is Catfishing You

29 September 2025
Most people “settle down” — in love, in work, in investing. But what if the better path is to settle up? In this episode, Case Kenny explains why the right relationships (and the right investments) don’t shrink your life… they expand it.

How to Be Great (Without Screaming)

27 August 2025
What does one of the world’s greatest chefs have in common with successful investors? More than you think. From folding towels to carving meaning from trauma, Curtis Duffy’s story is a masterclass in what it really takes to build greatness—whether in the kitchen or in your portfolio.