Big stories so far this year are clearly Trump and tariffs. Love him or hate him, just like in his first term, you hear from him everyday. For an 80-year old man I have to yield how impressive it is for him to have the energy, the attitude, and the zeal to get up and at it every single day. The tariff situation is interesting. Tariffs exist around the world and Trump introduced tariffs in his first term which Biden did not remove. This is not a new idea in global trade. If you steelman the Ad...

Big stories so far this year are clearly Trump and tariffs. Love him or hate him, just like in his first term, you hear from him everyday. For an 80-year old man I have to yield how impressive it is for him to have the energy, the attitude, and the zeal to get up and at it every single day. The tariff situation is interesting. Tariffs exist around the world and Trump introduced tariffs in his first term which Biden did not remove. This is not a new idea in global trade. If you steelman the Ad...

My two big topics for 2024 and 2025AI & Nvidia: AI has been one of the big stories of 2024, and consensus seems to be to invest in those selling pickaxes & shovels as opposed to the gold miners themselves. Assuming OpenAI and the slew of competition continues to improve their models into 2025 and beyond, I see this technology as a tailwind with broad-reaching applications across geographies, industries, and work processes. Two things I am interested to keep an eye on:(1) is the money made in ...

My two big topics for 2024 and 2025AI & Nvidia: AI has been one of the big stories of 2024, and consensus seems to be to invest in those selling pickaxes & shovels as opposed to the gold miners themselves. Assuming OpenAI and the slew of competition continues to improve their models into 2025 and beyond, I see this technology as a tailwind with broad-reaching applications across geographies, industries, and work processes. Two things I am interested to keep an eye on:(1) is the money made in ...