Profile 9 min read

Lessons from Jeremy Siegel

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.
Profile 12 min read

Lessons from David Rosenberg

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.
Profile 8 min read

Lessons from Claudia Sahm

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.
Profile 11 min read

Lessons from Brian Deese

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.
Profile 10 min read

Lessons from Ben Hunt

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.
Profile 9 min read

Lessons from Samantha McLemore

Samantha McLemore, founder and investment chief of Patient Capital Management, defines value through probability-weighted intrinsic value, emphasizing behavioral discipline, conviction through drawdowns, and long-term cash flows rather than temporary market sentiment when assessing businesses.
Profile 8 min read

Lessons from Richard Bernstein

Richard Bernstein, founder of Richard Bernstein Advisors and a former Merrill Lynch strategist, favors top-down macroeconomic analysis, using corporate profits and liquidity to filter financial-media noise and identify the structural shifts that govern long-term asset pricing.
Profile 8 min read

Lessons from Liz Ann Sonders

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, translates complex macroeconomic data into practical guidance for everyday investors, using market cycles and investor sentiment to frame portfolio management around risk awareness and disciplined decision-making.

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