Karani in the Media
Dan Ha on Global Money Talk
November 15, 2024
The risk of chasing, finding low expectations, factor investing
Dan Ha on Global Money Talk
November 7, 2024
Too early to bet on Trump policies? Lengthening business cycle, concentration, demographics
Dan Ha interviews Tom Lee of Fundstrat Global Advisors on Global Money Talk
November 4, 2024
Tom Lee’s forecasting framework; his evolution, principles, and predictions
Dan Ha on Global Money Talk
October 31, 2024
Can Alphabet win in AI? Why corporate culture matters in investing
Dan Ha on Global Money Talk
October 25, 2024
Goldman predicts low returns for the S&P 500 — what this means for investors
Richard Bayles on Global Money Talk
October 16, 2024
Pay attention to corporate culture to find good companies
Dan Ha on Global Money Talk
October 11, 2024
S&P 500 all-time high, the importance of balance, lessons from Howard Marks, Alphabet
Richard Bayles on Global Money Talk
October 9, 2024
Novo Nordisk senate hearing, steel tariffs, how to identify good insurers
Dan Ha interviews Howard Marks of Oaktree Capital on Global Money Talk
October 5, 2024
The key to superior investing: insight, not formulas
Dan Ha on Global Money Talk
October 4, 2024
Software vendor consolidation, Alphabet’s risk/reward, Tech Week recap
Dan Ha on Global Money Talk
September 27, 2024
Tail risk, long duration assets, AI bull and bear
Richard Bayles interviews Martin Wolf of the Financial Times on Global Money Talk
September 21, 2024
Danger of oversimplification, immigration, monetary vs. fiscal policy, US deficit
Dan Ha on Global Money Talk
September 17, 2024
Jensen Huang comments, AI infrastructure, software profitability
Richard Bayles on Global Money Talk
September 10, 2024
Obesity treatment market, chronic diseases, Novo Nordisk and Eli Lilly
Dan Ha on Global Money Talk
September 9, 2024
Friday’s market reaction, drivers of returns long-term, corporate culture
Dan Ha on Global Money Talk
September 5, 2024
Equities outlook, risk/reward framework, large cap tech, small caps