HeyJaredBehind the Balance Sheet
Investing thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. Helping you improve your portfolio's performance.
- Indexed issues, last 90 days
- 12
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- Sep 27, 2026
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- Jul 12, 2026
Latest issues
What AI Can’t Disrupt (opens the original)
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PodcastThis month’s podcast guest is David Gardner, co-founder of the Motley Fool and author of Rule Breaker Investing, a fantastic book which might make you question your investment approach. Gardner challenges conventional investment wisdom in multiple ways. He doesn’t disregard fundamentals, far from it, but has been incredibly successful using a venture capital type approach to public markets. It’s more sophisticated than spray and pray, however.Gardner has six rules and the first two are re
What Investors Are Missing About China, AI & the Next Crisis (opens the original)
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Last week I gave you the first instalment from the FT Weekend Festival. The second half was, if anything, more interesting.Dan Wang made a compelling case for why the West continues to underestimate China’s technological and industrial capabilities. Alain de Botton offered a surprisingly persuasive argument that one of AI’s most important applications may have nothing to do with productivity. And a debate about whether US markets remain the world’s safe haven led me down a fascinating rabbit hol
When the Numbers Don’t Add Up (opens the original)
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I attended the FT Weekend Festival again this year. The speakers get better; unfortunately, so do the organisers at selling tickets. The tents were packed, lunch involved heroic queues and it was almost impossible to bump into old friends, once part of the fun.Still, there was plenty worth hearing. Over the next couple of weeks, I’ll cover some of the best sessions, beginning with Tim Harford on the dangers of data, a wonderfully polarised debate about investing in AI, Francis Fukuyama on libera
The SEC Wants Investors to Know Less (opens the original)
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I wrote a couple of weeks ago about the long bond and the risk that Scott Bessent’s actions to push yields down might backfire. Intervention in the Yen and the move to buy back bonds have both received negative commentary; and after an initial positive reception to the latter, the bond has weakened again.I was reminded of Michael Cembalest’s warning when I interviewed him in New York in March. He thought a US bond crisis was coming, just not until after he had retired (Podcast). His latest Eye o
What Should an Investor Do With AI? (opens the original)
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I normally publish limited content in August: a short book review or the odd guest post, so I hope readers won’t mind if I take this opportunity to try something different. I have been thinking for some time about how to position my business in an AI-first world and have decided there are four main options:Educate institutional clients about how to use AI in the research process.Act as an honest middleman between AI research tool providers and investors.Act as a consultant to a tool provider to
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