Geoff and James unpack fiscal dominance, its impact on markets, and what investors must watch in this new policy era.

Geoff and James break down how investors can combine technical and macro signals for smarter market analysis

Geoff and James reveal how market breadth signals can sharpen your investment strategy and spot turning points early.

Discover how social-driven feedback loops push markets beyond fundamentals. Geoff Robinson & James unpack the Social Reflexivity Index.

Private equity boasts 25% IRRs — but the math doesn’t add up. Geoff and James break down how IRR misleads and what it means for investors.

What makes an analyst exceptional? Geoff and James unpack the four levels of analyst thinking, from binary to integrative, with real investment insights.

AI changes how firms create value. Geoff and James break down SG&A shifts and margin risk in the age of non-human productivity.

Markets moved fast on Israel–Iran tensions. Geoff and James break down how geopolitical shocks reshape valuations and why analysts must model fear, not just cash flows.

Downgrades rarely say what they mean. Geoff & James decode analyst language to uncover real market signals hidden in research reports.

Single point estimates look precise—but they’re dangerously misleading in financial modeling. In this podcast, we explore why relying on one number—one EPS figure, one DCF value, one synergy assumption—can backfire badly.