Here We Go Again—Another Hiking Cycle?

Published on September 22, 2026

Chris Galipeau and Taylor Topousis discuss high-conviction insights that go beyond media headlines.

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M&A Mania Hits ETF Industry: Who’s Next?

September 22, 2026
In August, a flurry of ETF-related deals were announced and expected to close by early 2027. Goldman Sachs is buying NEOS Investments. T. Rowe Price plans to add F/M Investments. Victory Capital is acquiring First Eagle.

Why Big Tech’s AI Capex Is Now Outrunning Cash Flow

September 22, 2026
Early this week, I was in Los Angeles at the All-In Summit along with about 4,000 others, including tech investors, money managers and entrepreneurs. The ticket wasn’t cheap, but it was well worth it.