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Samara Cohen, BlackRock’s Global Head of Market Development and former ETF and Index Investments chief, examines how traditional financial systems connect to digital assets while clarifying the operational mechanics behind index funds and global finance.
Robert Arnott, founder of Research Affiliates and creator of the Fundamental Index, challenges market-price weighting for making investors buy high and sell low, arguing that valuation opportunities are often found precisely where markets feel most uncomfortable.
Jim O’Shaughnessy built a career showing that simple, rules-based investment models beat human stock-pickers, connecting What Works on Wall Street and the Infinite Loops podcast through a pragmatic study of cognitive bias, media consumption, and human nature.
Jeremy Siegel, a Wharton finance professor, uses two centuries of market data in Stocks for the Long Run to explain why dividends and compounding matter, why stocks outperform bonds and gold, and how the “growth trap” misleads investors.
David Rosenberg, founder of Rosenberg Research and former North American chief economist at Merrill Lynch, applies a cautious macroeconomic lens to market complacency, structural deflation, central bank policy, consensus skepticism, and the case for defensive asset allocation.
Claudia Sahm spent more than a decade at the Federal Reserve and Council of Economic Advisers studying household finance and consumer behavior, and is known for the Sahm Rule, designed to automatically trigger fiscal stimulus during downturns.
Brian Deese, a top economic adviser in two presidential administrations, argues that government should actively shape markets through industrial strategy, using public investment to direct private capital toward decarbonization, supply-chain security, and durable economic stability.
Ben Hunt, creator of Epsilon Theory, uses game theory and history to argue that shared narratives can drive financial and political outcomes more powerfully than fundamentals, illuminating how institutional spin and common-knowledge games shape collective behavior.