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Weekly Issue

Weekly Issue

Nvidia is guaranteeing OpenAI's rent

Oct 6, 2026

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9 min read

Nvidia is guaranteeing OpenAI's rent

Up to $105 billion, and the chips come back as Nvidia revenue. History shows where the value settles.

Weekly Issue

AI money is going to compute, while the engineers who put AI to work are in high demand.

Sep 29, 2026

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11 min read

AI money is going to compute, while the engineers who put AI to work are in high demand.

AI's hardest problem shifted from chips to deployment, and a company I backed in 2015 was ready for it.

Weekly Issue

Your entry into the IPO is the insider's exit.

Sep 22, 2026

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9 min read

Your entry into the IPO is the insider's exit.

How to tell whether you're allocating or funding someone else's way out.

Weekly Issue

My Dad turned down my $4 million plan

Sep 15, 2026

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9 min read

My Dad turned down my $4 million plan

Instead he wanted the same income with a third of the capital. So I built it for him.

Weekly Issue

The same track record predicted nothing and everything

Sep 8, 2026

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7 min read

The same track record predicted nothing and everything

What changes when you measure a fund's performance a decade too early.

Weekly Issue

The richest investors are holding almost no cash

Sep 1, 2026

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8 min read

The richest investors are holding almost no cash

With nothing in the way, they put more into private equity than anything else.

Weekly Issue

An investor told me our fees were too low

Aug 25, 2026

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8 min read

An investor told me our fees were too low

A drive around St. Louis changed how I see the hurdle.

Weekly Issue

The largest fund ever raised rests on three data points

Aug 18, 2026

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11 min read

The largest fund ever raised rests on three data points

Fewer than one in three managers repeat top quartile across three funds. KKR published that

Weekly Issue

Where is your return going?

Aug 11, 2026

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11 min read

Where is your return going?

Introducing the Fee Stack. The private funds open to retail investors are layered with them.

Weekly Issue

Size matters

Aug 4, 2026

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8 min read

Size matters

The bigger the fund, the smaller your cut. Now there's a number to put on it.

Weekly Issue

There’s $13B you aren’t allowed to invest in

Jul 28, 2026

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8 min read

There’s $13B you aren’t allowed to invest in

You can follow the money to its edges and you’ll find what you can own.

Weekly Issue

One big promise of private markets

Jul 21, 2026

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8 min read

One big promise of private markets

Spoiler alert. Potential 83% more money over 10 years than public stocks.

Weekly Issue

The 6 functions behind every family office

Jul 14, 2026

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9 min read

The 6 functions behind every family office

Orchestrated investing at the highest level creates an edge. Let’s unpack it.

Weekly Issue

162M people own stocks. You're building something else.

Jul 7, 2026

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13 min read

162M people own stocks. You're building something else.

The steps to go from spectator to allocator, mapped out.

Weekly Issue

The private markets blueprint that was out of reach.

Jun 30, 2026

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10 min read

The private markets blueprint that was out of reach.

Income, real estate, energy, businesses, asymmetry, and the order to build them in.

Weekly Issue

The 10% your financial advisor quotes isn't the 10% you keep.

Jun 23, 2026

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8 min read

The 10% your financial advisor quotes isn't the 10% you keep.

There's a three-year gap hiding inside the most quoted number in finance.

Weekly Issue

Income that shows up whether you work or not.

Jun 16, 2026

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10 min read

Income that shows up whether you work or not.

$4,911. $5,029. $5,381. Three months and zero hours worked. We explain why.

Weekly Issue

I passed on SpaceX in 2019 and there’s no regrets.

Jun 9, 2026

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8 min read

I passed on SpaceX in 2019 and there’s no regrets.

My initial $50k would be $2.6M today, and I’m convinced it was the right decision.

Weekly Issue

In every private deal, someone gets paid first

Jun 2, 2026

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8 min read

In every private deal, someone gets paid first

The order of it all is detailed in the early stages of the waterfall.

Weekly Issue

The walls blocking private markets are coming down.

May 26, 2026

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8 min read

The walls blocking private markets are coming down.

New doors are opening for building wealth in alternatives, closing the gap for individual investors.

Weekly Issue

You’ve outgrown traditional savings methods.

May 19, 2026

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8 min read

You’ve outgrown traditional savings methods.

The right liquidity strategy changes with your balance sheet. Start designing yours.

Weekly Issue

The concentration risk nobody is managing.

May 12, 2026

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9 min read

The concentration risk nobody is managing.

AI is strengthening portfolios, and threatening your job.

Weekly Issue

Your IRA’s limited menu is costing you

May 5, 2026

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10 min read

Your IRA’s limited menu is costing you

Only 4% of retirement capital compounds outside the stock market.

Weekly Issue

What is 007 worth?

Apr 28, 2026

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10 min read

What is 007 worth?

Why intangible assets can compound across platforms and generations.

Weekly Issue

You're Earning More Than Ever. So Why Do You Feel Stuck?

Apr 21, 2026

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8 min read

You're Earning More Than Ever. So Why Do You Feel Stuck?

There’s a moment income stops being your engine, and capital takes over.

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Wealth Stack Weekly

Wealth Stack Weekly

Private investing insights for smart people


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