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Ellen Zentner is an economist and thematic investing strategist whose forecasting method filters out short-term market noise to study structural forces, including demographics, the SHEconomy, and AI infrastructure, connecting macroeconomic policy and consumer behavior to a career grounded in data.
Eric Balchunas is a Bloomberg Intelligence ETF analyst and author of The Bogle Effect who explains how passive investing, mutual ownership, and competition move markets by tracing the mechanics of how financial wrappers are built, sold, and traded.
David Enrich is The New York Times’ Business Investigations Editor, tracing misconduct across finance and law to show how banks and elite corporate law firms shape capitalism, while examining the legal pressures that threaten press freedom.
Dana Mattioli investigates corporate mergers and technology monopolies for The Wall Street Journal, exposing how Amazon’s use of platform data and market power can stifle competition and clarifying the mechanics that drive modern corporate consolidation.
Ben Inker is GMO’s Co-Head of Asset Allocation, known for valuation-based investing, diagnosing bubbles, and championing deep value; his work asks how investors can navigate expensive markets, technological shifts, and the structural weaknesses of traditional 60/40 portfolios.
Alan Krueger was an empirical labor economist who tested public policy against observable facts, using evidence from fast-food wages to opioid prescriptions to reconsider the minimum wage, missing workers, economic inequality, and how the economy functions for everyday people.
Neil Dutta heads economic research at Renaissance Macro Research, linking macroeconomic data to markets through calls that challenged recession consensus and identified early weakness in labor and housing, alongside analysis of consumer spending and monetary policy.
Ed Yardeni is an economist and investment strategist who coined “bond vigilantes” and uses macroeconomic data to forecast markets, connecting productivity and AI to his “Roaring 2020s” thesis while studying earnings, demographics, capital markets, and investor psychology.