Jacob Shapiro, a macro analyst, unveils new global investment opportunities and emphasizes the end of passive investing. Jonathan Wellum, a value-oriented investor, reveals strategies to tap into AI trends without splurging on overhyped stocks, focusing on infrastructure plays. Steven Feldman, a macro commentator, discusses the looming risks of fiscal dominance and potential market reckonings, while Marc Faber, a contrarian investor, advocates for gold and warns about a shift from U.S. tech to emerging markets due to valuations.
