On today’s Talk Your Book we speak with Jonathan Shelon from Kraneshares about the AI opportunity set, how to invest in private companies in an ETF, the differences between now and the dot-com bubble and the Kraneshares Artificial Intelligence & Technology ETF.

On today’s show we discuss bad breadth, a historical melt-up in tech stocks, the case against an AI bubble, sequence of return risk, the economy that’s better for parents than their grown-up kids, demographic warfare, why tariffs are so confusing, the data center buildout, AI chart crimes, Michael Saylor and more.

On today’s Talk Your Book we speak with Rahul Shama from Schafer Cullen Capital Management about China, the falling dollar, why emerging markets are outperforming and the firm’s dividend-focused strategy.