💬 Golden Sentences from Selina Han’s Live: Dollar Collapse, Labor Stress & Dispersion
Speaker: @Selina_Han_Insights, Founder of Han Insights; former Cboe EconomistSession: Debt, Doom, and Dispersion — Fall 2026 Investing Outlook Live Date: September 11, 2026 (Review Live >>) Selina Han’s discussion repeatedly challenged simple market narratives. Her strongest points were less about predicting one outcome and more about forcing investors to ask what is happening underneath the headline. 💬 Companion Post: Selina Han: Debt Spirals, Hidden Labor Weakness and Why a Calm VIX Can
Selina Han: Debt Spirals, Hidden Labor Weakness and Why a Calm VIX Can Be Misleading
Speaker: @Selina_Han_Insights, Founder of Han Insights; former Cboe EconomistSession: Debt, Doom, and Dispersion — Fall 2026 Investing Outlook Live Date: September 11, 2026 (Review Live >>) 💬 Companion Post: Golden Sentences from Selina Han’s Live — Dollar, Fed & Dispersion Selina Han’s part of the livestream focused less on whether U.S. debt is simply “good” or “bad” and more on how macro pressure actually travels through markets. She explained the mechanism connecting fiscal def
💬 Golden Sentences from James Early’s Live: Be a “Capybara” in the Stock Market
Speaker: James Early, CEO of Curia FinancialSession: Debt, Doom, and Dispersion — Fall 2026 Investing Outlook Live Date: September 11, 2026 (Review Live >>) James Early’s livestream covered U.S. debt, the dollar system, AI concentration and individual stocks, but several lines captured the philosophy behind the entire discussion particularly well. 💬 Companion Post: James Early: Why the Dollar Still Matters — and Why He’d Rather Be a “Capybara” Investor Want a deeper dive? We broke this session down into 4 full recap articles, each covering a different pi
James Early: Why the Dollar Still Matters — and Why He’d Rather Be a “Capybara” Investor
Speaker: James Early, CEO of Curia FinancialSession: Debt, Doom, and Dispersion — Fall 2026 Investing Outlook Live Date: September 11, 2026 (Review Live >>) 💬 Companion Post: Golden Sentences from James Early’s Live — Debt, Dollar & the “Capybara” Strategy James Early opened his portion of the livestream by stepping away from the daily market noise and asking a much bigger question: Why has the U.S. stock market continued to rise over the long run, even as federal debt has expanded toward $40 trillion? His answer was not that debt is irrelevant. Inst
Own the Workflow, Don't Marry One Model — Matt Gamblin on AI in Finance
Speaker: Matt Gamblin (Founder of The Company Coach, Chartered Accountant CA ANZ, former CFO of Fliteboard) Live Date: September 15, 2026 (Review Live >>) In this livestream, Matt Gamblin walked through how AI is actually reshaping finance and business — not through announcements, but through execution. He covered a historical lens on tech-driven change, why AI adoption has gone mainstream while real strategy lags behind, what separates consumer AI from enterprise AI, why data quality determines whether AI helps or hurts, and three contrasting real-world case studies: $
💬 Golden Sentences from Franklin Wu's Live | AI + Semiconductor Investing
Speaker: Dr. Franklin Wu (Quantitative Researcher at a financial institution in Shanghai; PhD, University of Chicago — background in physics, quantitative research and trading strategy development) Live Date: September 2, 2026 (Review Live >>) Dr. Franklin Wu spent the session turning macro noise, chip fundamentals and chart patterns into a single repeatable process. Along the way, he dropped a handful of lines simple enough to remember mid-trade — here are the ones worth keeping. 1. On what actually moves tech valuations Before touching a single stock, Franklin's rule is to check the macro weather first — because a good company can still ge
Where Will AI and Semiconductors Go? Deep Dive Into Franklin Wu's September Playbook
Speaker: Dr. Franklin Wu @老实人谈美股 (Quantitative Researcher at a financial institution in Shanghai; PhD, University of Chicago — background in physics, quantitative research and trading strategy development)Live Date: September 2, 2026 (Review Live >>) 💬 Golden Sentences from Franklin Wu's Live | AI + Semiconductor Investing In this livestream, Dr. Franklin Wu walked through a repeatable "Macro → Industry → Technicals → Risk" framework for AI and semiconductor investing — covering a hawki
Where Will U.S. Stocks, Semis, and Gold Go?Ross Dong on the Fed, AI CapEx, and a Forced Unwind
Speaker: @Ross_Macro_Trading (Founder of Gongxing Academy, Partner at Morning Cloud Asset Management, B.S. Applied Mathematics, Columbia University) Live Date: August 27, 2026 (Review Live >>) In this livestream, Ross Dong mapped out where US equities, semiconductors, Treasuries and gold are headed into year-end — covering a Fed entering a less transparent era under new Chair Kevin Warsh, a Treasury Department stepping directly into the bond market, the forced hedge-fund unwind that rattled AI-adjacent stocks in July, and
Survive First, Profit Later: Building a "No-Crash" Investment Discipline and Portfolio System
Speaker: Jeremy Tan, Investment Representative at Tiger Brokers (Singapore) $Tiger Brokers(TIGR)$ , as he shares how these concepts relate to modern market mechanics, including position sizing, catalysts and options. He will also bring you through the Barbell portfolio approach in global and Singaporean markets, alongside analytical frameworks used to assess global equities and the broader SEA small-cap market. [About the Speaker] Jeremy Tan is a CFA charterholder with over 25 years of hands-on experience in equities, futures trading, property development, and business growth. Having managed portfolios through multiple market cycles — from the Asian Financial Crisis to today's AI boom — he has a proven track record in both rising and declining mar
Investor's “Invisible Superpower“: Use Your Industry Nose + Stage Analysis to Catch a Next Pop Mart
The Retail Investor's "Invisible Superpower": Use Your Industry Nose + Stage Analysis to Catch the Next Pop Mart Speaker: Jeremy Tan, Investment Representative at Tiger Brokers (Singapore) $Tiger Brokers(TIGR)$ , as he shares how these concepts relate to modern market mechanics, including position sizing, catalysts and options. He will also bring you through the Barbell portfolio approach in global and Singaporean markets, alongside analytical frameworks used to assess global equities and the broader SEA small-cap market. [About the Speaker] Jeremy Tan is a CFA charterholder and seasoned investor with 25+ years of experience across equities, futures, property development, and business scaling. Having managed portfolios through rising and declining