# ai trade (podcasts) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover ai trade. Page: Feed: --- ## [The Restoration of the Fallen: Five Lessons from Bob Robotti](https://excessreturnspod.substack.com/p/the-restoration-of-the-fallen-five) _2026-08-26 · Excess Returns · Excess Returns_ The Robotti & Company founder on failing his way into success, moats that don’t last, and the biggest loss of his career, which came from a stock that went up. ## [Only 2.7% Beat the S&P for 20 Years | Ian Cassel on What Elite Stock Pickers Do Differently](https://excessreturnspod.substack.com/p/only-27-beat-the-s-and-p-for-20-years) _2026-08-26 · Excess Returns · Excess Returns_ Watch now | Ian Cassel explains why the skills that make a good stock picker may not be the ones that make a great one. [Listen](https://api.substack.com/feed/podcast/212781069/e48a7ebdfe47df59cbace094c72d76eb.mp3) ## [Full Transcript: Ian Cassel on Stock Picking, Temperament, and Survival](https://excessreturnspod.substack.com/p/full-transcript-ian-cassel-on-stock) _2026-08-25 · Excess Returns · Excess Returns_ Active Patience, the Five Core Skills, and Good to Great to GOAT ## [Rates Keep Climbing. Stocks Refuse to Break. What If They're Saying the Same Thing?](https://excessreturnspod.substack.com/p/rates-keep-climbing-stocks-refuse) _2026-08-25 · Excess Returns · Excess Returns_ Watch now | Why rising rates record-high stocks may be telling the same story — plus the hidden AI trade in energy, materials and the physical economy. [Listen](https://api.substack.com/feed/podcast/212683873/b465cc87563eab50cc25f46008e61aea.mp3) ## [Full Transcript: Weekly Wrap on Rising Rates and the Real AI Trade](https://excessreturnspod.substack.com/p/full-transcript-weekly-wrap-on-rising) _2026-08-24 · Excess Returns · Excess Returns_ Andy Constan, Liz Ann Sonders, and Bob Robotti on Yields and Cement ## [The Rally is Broadening. The Earnings Growth Isn't. Liz Ann Sonders on Which One Wins](https://excessreturnspod.substack.com/p/the-rally-is-broadening-the-earnings) _2026-08-22 · Excess Returns · Excess Returns_ Watch now | Liz Ann Sonders on the widening gap between market breadth and earnings growth, the bond-market signal she’s watching, and why rotation is the new momentum. [Listen](https://api.substack.com/feed/podcast/212321156/979a4b37598b0eccc40da7df41b3e8d3.mp3) ## [Full Transcript: Liz Ann Sonders on the Temperamental Era and Rotation](https://excessreturnspod.substack.com/p/full-transcript-liz-ann-sonders-on-906) _2026-08-22 · Excess Returns · Excess Returns_ Unstable Markets, Concentrated Earnings, and the Broadening Out Trade ## [We Asked Andy Constan What Happens If AI Funding Breaks Before the Thesis — And if Warsh Blinks](https://excessreturnspod.substack.com/p/we-asked-andy-constan-what-happens) _2026-08-20 · Excess Returns · Excess Returns_ Watch now | Why AI funding may matter more than ROI, how the buyback-to-issuance shift could reshape stocks, and the tradeoff between suppressing long-term yields and fighting inflation. [Listen](https://api.substack.com/feed/podcast/212064984/756ce2eeb054cbb990393d3c40f64208.mp3) ## [Full Transcript: Andy Constan on Yield Suppression and AI Funding](https://excessreturnspod.substack.com/p/full-transcript-andy-constan-on-yield) _2026-08-20 · Excess Returns · Excess Returns_ The Hamburger Thesis, Warsh’s Drumbeat, and Not Enough Pie ## [We Asked a Value Legend Why the Real AI Trade Isn't AI — And Why Passive Helps Stock Pickers](https://excessreturnspod.substack.com/p/we-asked-a-value-legend-why-the-real) _2026-08-18 · Excess Returns · Excess Returns_ Watch now | Bob Robotti on why AI’s biggest opportunities may be hiding in the physical economy, how passive investing creates openings for stock pickers, and why patient capital still matters. [Listen](https://api.substack.com/feed/podcast/211783419/6ab2e4babc869bfc7987e239dace92c9.mp3) ## [Build with the cheapest GPUs (Sponsored)](https://crawlproof.com/a/fqqWi3k2fQyv) _2026-08-18 · **Sponsored**_ Deployed a live API in minutes; one user spent under $10. ## [Full Transcript: Bob Robotti on Misunderstood Fundamentals and Grassroots Macro](https://excessreturnspod.substack.com/p/full-transcript-bob-robotti-on-misunderstood) _2026-08-18 · Excess Returns · Excess Returns_ Capital Cycles, Reindustrialization, and Why the Long Wait Makes the Payoff Bigger ## [The Midwit Graph: Five Lessons from Dom Rizzo](https://excessreturnspod.substack.com/p/the-midwit-graph-five-lessons-from) _2026-08-18 · Excess Returns · Excess Returns_ The T. Rowe Price global technology PM on the dangers of overthinking, navigating bubbles instead of missing them, and the market daring you to choose. ## [Falling Rates. Rising Productivity. Are You Rooting for the Wrong Things?](https://excessreturnspod.substack.com/p/falling-rates-rising-productivity) _2026-08-17 · Excess Returns · Excess Returns_ Watch now | Why falling rates can become bad news for stocks, why productivity can rise when growth weakens, and what that means for the AI boom. [Listen](https://api.substack.com/feed/podcast/211626374/731173792de4caa98ab15c6a4ca228a2.mp3) ## [Full Transcript: Weekly Wrap on AI Productivity and Falling Rates](https://excessreturnspod.substack.com/p/full-transcript-weekly-wrap-on-ai-52d) _2026-08-17 · Excess Returns · Excess Returns_ Why Rates Might Fall for the Wrong Reason and Whether the Boom Is Real ## [Big Semi Decline. Big Rally. Big Macro Shift | What the Options Market Says Comes Next](https://excessreturnspod.substack.com/p/big-semi-decline-big-rally-big-macro) _2026-08-16 · Excess Returns · Excess Returns_ Watch now | Why the semi selloff may have been more about leverage than fundamentals — and why rates, correlation and options positioning now matter more. [Listen](https://api.substack.com/feed/podcast/211421507/0297d0921ab38f4588a0c0f80b1217f8.mp3) ## [Full Transcript: The OPEX Effect on Rate Maxing and the Dispersion Unwind](https://excessreturnspod.substack.com/p/full-transcript-the-opex-effect-on) _2026-08-16 · Excess Returns · Excess Returns_ Why the Market Shifted from Tokens to Rates Ahead of Nvidia and Jackson Hole ## [Jim Paulsen Sees a Growth Scare Coming | The 34 Charts That Make Him Cautious](https://excessreturnspod.substack.com/p/jim-paulsen-sees-a-growth-scare-coming) _2026-08-14 · Excess Returns · Excess Returns_ Watch now | Jim Paulsen on why the market may be shifting from inflation fear to growth fear and why falling yields could become bad news for stocks [Listen](https://api.substack.com/feed/podcast/211214673/9bd96d0b75f2e33c6e269f52fc76afdb.mp3) ## [Everyone Wants to Buy the Robot. I’m Buying This Instead.](https://project10x.substack.com/p/everyone-wants-to-buy-the-robot-im) _2026-08-13 · The Hustle_ I spent weeks mapping the robotics stack. The obvious trade is premature—but one overlooked layer already has the economics I want. ## [Full Transcript: Jim Paulsen on the Coming Shift from Inflation Fear to Growth Fear](https://excessreturnspod.substack.com/p/full-transcript-jim-paulsen-on-the-dec) _2026-08-13 · Excess Returns · Excess Returns_ Weak Jobs, Policy Lags, False Productivity Signals, and New Era vs. Old Era ## [We Asked T. Rowe's $8 Billion Tech Manager Why We Are in 1998 — And Why Software Is in Trouble](https://excessreturnspod.substack.com/p/we-asked-t-rowes-8-billion-tech-manager) _2026-08-12 · Excess Returns · Excess Returns_ Watch now | Dom Rizzo on why today looks like 1998, why AI spending may accelerate from here, and why traditional software could be on the wrong side of the next phase of the AI boom. [Listen](https://api.substack.com/feed/podcast/210885015/f8e8114eb678605de8afb2cce57f76c9.mp3) ## [Stream Torrents and IPTV Instantly (Sponsored)](https://crawlproof.com/a/K1qnygPzaU3S) _2026-08-12 · **Sponsored**_ Search, index, and play music, movies, books, and live TV in your browser. ## [Investing in the AI Age: SPCX](https://project10x.substack.com/p/investing-in-the-ai-age-spcx) _2026-07-30 · The Hustle_ SPCX Analysis and Allocation Strategy ## [Attractive Prices, Unfriendly Conditions](https://project10x.substack.com/p/attractive-prices-unfriendly-conditions) _2026-07-15 · The Hustle_ The case for owning crypto and waiting on AI ## [Crypto Looks Cheap, Macro Still Looks Ugly](https://project10x.substack.com/p/crypto-looks-cheap-macro-still-looks) _2026-06-29 · The Hustle_ Crypto is bottoming, RORO remains risk-off, and I am preparing for the next major allocation in AI. ## [The AI Trade - Part 2: ETF Allocation](https://project10x.substack.com/p/the-ai-trade-part-2-etf-allocation) _2026-06-17 · Filip Brnadic · The Hustle_ A multi-year ETF roadmap for buying the right layers of the AI stack when the market gives us the chance. ## [The AI Trade - Part 1: The Trigger](https://project10x.substack.com/p/the-ai-trade-part-1-the-trigger) _2026-06-03 · Filip Brnadic · The Hustle_ The AI allocation for the next decade ## [The Easy Money Was Made in Panic](https://project10x.substack.com/p/the-easy-money-was-made-in-panic) _2026-05-19 · Filip Brnadic · The Hustle_ Now the game is different ## [The AI Age Is Forcing Markets to Reprice Everything](https://project10x.substack.com/p/the-ai-age-is-forcing-markets-to) _2026-05-04 · Filip Brnadic · The Hustle_ Tech earnings, CAPEX, IPOs, and crypto may all be telling the same story. ## [Our Suite of Tools - A reference guide](https://project10x.substack.com/p/our-suite-of-tools-a-reference-guide) _2026-04-22 · Filip Brnadic · The Hustle_ A clear system for knowing when to add risk, reduce it, or do nothing ## [I Deployed Again - Here’s Why](https://project10x.substack.com/p/i-deployed-again-heres-why) _2026-04-14 · Filip Brnadic · The Hustle_ How ETF flows and momentum are quietly reshaping the market regime