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Spotlight
222 posts
Paul Tudor Jones on AI Risk, Market Bubbles, and the Lessons of a Fifty-Year Career
When OSAM's Patrick O'Shaughnessy, host of Invest Like The Best, sits down with legendary investor Paul Tudor Jones,…
You can't eat total return—the income investing playbook is being rewritten right now | Jillian DelSignore
Listen on The Move Income investing has never offered more tools — covered call ETFs, buffer strategies,…
One Hundred Years of Evidence: David Booth on the Dataset That Democratized Investing
There are milestones that reshape civilization quietly, without fanfare. The 100-year anniversary of reliable U.S. stock market data…
The Four-Piston Portfolio: Why Diversification Needs an Engine, Not Just a Label
Listen on The Move What if the reason your portfolio fails you isn't the assets you picked…
How CRM3 Turns Transparency Into Your Biggest Competitive Advantage
Listen on The Move What if CRM3 turns out to be the most powerful growth tool you've…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Same-Day Options, Smarter Income: Nicolas Piquard on the Future of Covered Calls
Listen on The Move What if you could collect covered call option premium hundreds of times a…
DoubleLine's Jeffrey Sherman: This Isn't a TACO Trade
As Iran targets oil infrastructure with missiles, Wall Street is still buying the dip — but DoubleLine's Jeffrey Sherman says this time, the trade that's worked every time may finally be broken.
The Problem Isn't the Market. It's the Portfolio.
Alfonso Peccatiello on Why the 60/40 Was Never What You Thought It Was — and How to Build Something Better
Five Catalysts for the Week of March 30, 2026
Global Markets Outlook · AdvisorAnalyst.com · Week of March 30, 2026 · Issue 13 A 10-day pause on…
War in Iran: Goldman Sachs Maps the Global Economic Fallout
A new research note from Goldman Sachs charts the macro damage — measured, conditional, and carrying a warning about what happens if the Strait of Hormuz stays shut.
The Chokepoint That Unmasks Fifty Years of False Security
Carlyle's Jeff Currie and James Gutman argue the Strait of Hormuz closure is not an energy crisis — it is a civilizational stress test. The world, they warn, has never been more exposed.
Which Defensive Investment Strategies Actually Work?
The evidence on which portfolio protection strategies actually hold up — and which are myths dressed in modern market experience
Private Markets Are Reshaping Wealth — Are Canadian Portfolios Ready?
Listen on The Go If institutional investors have already shifted toward global diversification and private markets, why…
Market Internals: Stability Is the Headline. Repricing Is the Reality.
Thirty-one trading sessions into 2026, the S&P 500 looks steady. That’s the headline. But as Citadel Securities' Scott…
SaaSpocalypse… or Just the Next Phase of Software?
On February 11th, the IGV software ETF dropped another 3%. As of yesterday, February 25, it was at…