We Asked the Man Who Mapped the AI Economy If the Boom Is Real — And Who Keeps the Money
Azeem Azhar joins Kai Wu to break down the real economics of the AI boom, including the $110 billion demand base, where profits may accrue across chips, hosting, foundation models and applications, and whether spending can translate into enterprise productivity. They discuss AI infrastructure bo ...
We Asked T. Rowe's $8 Billion Tech Manager Why We Are in 1998 — And Why Software Is in Trouble
T. Rowe Price technology portfolio manager Dom Rizzo joins Jack Forehand and Kai Wu to break down the AI investment cycle, hyperscaler capital spending, semiconductor demand, and why the recent tech selloff may look more like 1998 than the end of the boom. They discuss AI return on investment, O ...
Dan Rasmussen on Private Markets, Intangible Moats, and Where Value Still Works
Dan Rasmussen, founder and managing partner of Verdad Advisers and author of The Humble Investor, joins Kai Wu to examine the unraveling of private equity, the rise of private credit, and how AI is reshaping software, labor, and the economics of technology investing. They also explore the massiv ...
Private Equity Chased Software. Big Tech Is Chasing AI. Dan Rasmussen on If They Are Making the Same Mistake Twice
Dan Rasmussen, founder and managing partner of Verdad Advisers and author of The Humble Investor, joins Kai Wu to examine the unraveling of private equity, the rise of private credit, and how AI is reshaping software, labor, and the economics of technology investing. They also explore the massiv ...
Agentic Commerce: The Future of Autonomous Transactions
[Monty2026: Disruptive Technologies]
Jason Lee (Head of Digital Natives, OpenAI), Michael Reitblat (CEO, Forter), and Kai Wu (Chief Revenue Officer, Airwallex) discuss autonomous transactions with moderator Kasey Lobaugh (Chief Futurist, Consumer Industry, Deloitte).
Reitblat's data shows full ...
Alex Edmans on Market Psychology, Intangible Assets and Edges That Persist
Alex Edmans joins Kai Wu to explore behavioral finance, market inefficiencies, and why investors overlook intangible assets such as employee satisfaction, innovation, and brand strength. Drawing on his book The Madness of Markets, the London Business School finance professor explains why markets ...
The "Permabear" Holds 50% Stocks. 7 Sectors Barely Grew. What If Stocks Stop Carrying the Economy?
Are strong earnings and resilient consumer spending hiding a weaker economy underneath? In this Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler explore why that disconnect matters for stocks, bonds, and the risks investors take in their portfolios.
Featuring highlights from David Rose ...
What Gives AMZN "Most Interesting" Stock Set Up of Mag 7 Since All-Time High Plunge
While most of the Mag 7 have recently reestablished leadership in the stock market, Amazon (AMZN) has lagged in recent weeks since hitting all-time highs in early August. Kai Wu says the stock has the "most interesting set-up" of the group. He says the fundamentals for the ecommerce giant remain ...
Top Quant: Stocks to BUY before the AI bubble POPS
Kai Wu is the founder and CIO of Sparkline Capital. He joins Phil Rosen on Full Signal to discuss the K-shaped stock market, why he's cautious on the AI infrastructure trade, whether Anthropic and OpenAI have real moats, and why AI early adopters present the market's best opportunity.
This epis ...
Rob Arnott on the Hidden Costs of Passive Investing and the Real Winners From AI
Rob Arnott, founder of Research Affiliates and chairman of Syzygy Asset Management, examines S&P 500 concentration and who could benefit most from AI. Owning today’s market leaders is not necessarily the same as owning tomorrow’s biggest investment winners.
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