Signal over Noise
New episodes available on Mondays before 6:00 a.m. ET
21 Sep 2026
Signal over Noise: Three takeaways from three days in Silicon Valley
AI is giving robots new capabilities and attracting larger funding rounds, but rapid progress is also making tomorrow's leaders harder to identify. This episode draws on observations from Silicon Valley to explore the investment opportunities and disruption AI is creating, and the case for physical assets, cybersecurity, and diversification in portfolios.
14 Sep 2026
Signal over Noise: How to position for the next wave of AI led scientific breakthroughs
The recently reported AI-assisted solution to the Navier–Stokes problem points to AI’s broadening role in frontier scientific research, raising the question of where faster discovery could translate into investment value. This episode explores how that progress could open new opportunities across healthcare, energy, and advanced materials, and reinforce the long-term investment themes of AI, power and resources, and longevity.
07 Sep 2026
Signal over Noise: To hike or not to hike
With inflation and labor data providing a mixed picture on the Fed’s dual-mandate goals, the Fed faces a closely balanced decision between a rate hike and a hold. This episode explores what either outcome could mean for the yield curve, equity valuations, and portfolio positioning in an environment of uncertain policy outlook.
31 Aug 2026
Signal over Noise: How to position for the physical AI era
Advances in AI are beginning to move beyond digital tasks and into physical AI, raising the question of where value could accrue as machines become more adaptable in real-world environments. This episode explores how faster on-the-job learning could reshape automation, the hardware required to support it, and the investment implications across the emerging robotics supply chain.
24 Aug 2026
Signal over Noise: Navigating Scylla and Charybdis at Jackson Hole
Jackson Hole puts the Federal Reserve’s policy trade-off into focus: a rate-sensitive housing market is under pressure, while AI investment remains exceptionally strong. This episode explores how AI-led growth may complicate inflation signals, and what that could mean for the policy outlook.
What’s the signal, and what’s just noise? It’s the question I hear most often from clients and colleagues alike. With headlines multiplying by the minute, staying focused on what moves markets has never been more important.
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