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Why This? Why Now?
Dec 20, 2022
•
James Emanuel
6
Two Markets. Two Realities. One Reckoning.
Record-high equities, rising bond yields, geopolitical conflict and falling gold demand aren't supposed to coexist. Markets are pricing two completely…
Jul 14
•
James Emanuel
17
3
1
Red Teaming The AI Investment Thesis
Testing Strength Through Strategic Attack; Uncovering Weaknesses
Jul 8
•
James Emanuel
28
6
7
The Great Tax Escape: Moving Abroad
Don’t Get Trapped in a Taxation Spider’s Web
Jul 1
•
James Emanuel
13
2
2
Executive Compensation: The Cobra Effect
How Goodhart’s and Campbell’s Laws Explain Executive Pay Failures
Jun 25
•
James Emanuel
23
4
1
Most Popular
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The Stock Market Crash of 2027
Jun 2
•
James Emanuel
,
Polymath Investor
, and
Hugo Navarro
159
25
35
Are You Losing A Game You Should Win?
Apr 21
•
James Emanuel
101
19
24
Topicus Pt. 1, The Student Becomes the Master
Oct 8, 2025
•
James Emanuel
69
26
12
Wise: The Holy Grail Investment?
Jun 9
•
James Emanuel
69
13
9
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Investment Ideas
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Red Teaming The AI Investment Thesis
Testing Strength Through Strategic Attack; Uncovering Weaknesses
Jul 8
•
James Emanuel
28
6
7
Adyen, King of Payments
2026 Investment Thesis Update
Jun 19
•
James Emanuel
36
14
3
Wise: The Holy Grail Investment?
How Wise is weaponizing the exact same playbook as Amazon, Costco, and GEICO to dominate in global finance.
Jun 9
•
James Emanuel
69
13
9
dLocal: The Tollbooth In Emerging Markets
Companies wanting exposure to rapidly growing economies need different kinds of payment solutions. The answer: dLocal
May 27
•
James Emanuel
29
14
4
Timeless Wisdom
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The Great Tax Escape: Moving Abroad
Don’t Get Trapped in a Taxation Spider’s Web
Jul 1
•
James Emanuel
13
2
2
Executive Compensation: The Cobra Effect
How Goodhart’s and Campbell’s Laws Explain Executive Pay Failures
Jun 25
•
James Emanuel
23
4
1
The Machine is Killing the Data Tollbooth
The way we consume data is changing. Data providers need to evolve... fast.
May 26
•
James Emanuel
17
12
2
Uber and the Economics of Winning in Tech
The Illusion of Tech Sector Attractiveness: When Winning Destroys Value
May 18
•
James Emanuel
17
1
Podcast
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14:31
The Most Mispriced Sector in the Market?
While Everyone Chases AI, I'm Buying Payments; Want To Learn Why?
Jun 22
•
James Emanuel
12
2
2
59:28
Interview: Kinsale Capital CEO, Michael Kehoe
Watch now (59 mins) | A differentiated pure play E&S insurance company with a huge competitive advantage.
Apr 14
•
James Emanuel
31
7
1
55:59
The Dangerous Game Investors Are Playing
I Bet You're Over Valuing The Mag-7, So Your Valuation Model Needs Tweaking
Feb 23
•
James Emanuel
11
11
7
1:06:59
Kingsway Corporation (CEO Interview)
Interview with JT Fitzgerald, CEO of Kingsway Corp (KWY)
Feb 7
•
James Emanuel
16
6
Topical
View all
Two Markets. Two Realities. One Reckoning.
Record-high equities, rising bond yields, geopolitical conflict and falling gold demand aren't supposed to coexist. Markets are pricing two completely…
Jul 14
•
James Emanuel
16
3
1
3/3: Will Artificial Intelligence Take Your Job?
Media sensationalism says 'YES' - History and economics say, 'NO'.
Jun 17
•
James Emanuel
9
4
1
2/3: GDP: Booming on Paper, Crumbling Everywhere Else
AI Is Breaking the Link Between Growth and Prosperity
Jun 17
•
James Emanuel
5
1
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