I spoke on stage at the Silvia Investor Summit in New York about the most important charts investors should pay attention to right now.
Alongside Anthony Pompliano, the plan was to walk through the numbers behind the AI bull market, midterm seasonality, and where capital is flowing.
Now, because I publish multiple charts every single morning, I live in my own bubble. When you spend your days staring at data, it’s easy to assume everyone else sees what you see.
As it happens, the two most popular charts from the session were the ones I almost cut last minute because they felt too obvious. Those ended up being the charts people took the most photos of and asked me about after I came off stage.
I find so much joy in my own work and routine, but the repetitive nature means I regularly forget what I know.
Niche financial topics suddenly feel commonplace and I have to remind myself most people do not live in the same mental bubble.
My sense is that whatever you spend your days obsessing over, you probably undervalue it. The ideas that you think are too basic to say out loud are usually the most useful things you can share with others.
The best part is that once you share them, you realize there’s almost always someone in the room who wants to learn more.
We just released my full talk as an episode of Full Signal today — I hope you find the information valuable. You can tune in on YouTube, Spotify, or Apple Podcasts.
And if you have not tried our company’s personal finance AI, Silvia, you can sign up for free at CFOSilvia.com. This is what I use to manage and track my investment portfolio, net worth, and monthly budgeting.
I am biased, but for anything related to finance it totally kicks the butts of ChatGPT, Claude, Muse and other AI tools out there.
Silvia has outperformed against its AI peers on a handful of finance benchmarks, too.
After nearly a month on the road and three conferences in three states, I’ll be staying put in New York for the near future. A lot of exciting work ahead.
Have a great weekend.