← Research library

Research hub

Last updated: 2026-SEP-02

Allocation  ·  Portfolios  ·  Securities  ·  Macro  ·  Education  ·  Concepts  ·  App dev

Sources

One self-contained archive per commentator. Click a column header to sort; ✦ marks the favorite pundits (favpundits.json).

SourceLatestSecuritiesHeldAppearances
The Acquirers PodcastValueMedia & shows2026-SEP-241533
Adam RozencwajgEnergyMacro2026-SEP-031712
Adam Waterous✦Energy2026-AUG-181021
Adrien O’BrienMining & critical mineralsCompany insiders2026-SEP-191341
AI — GeminiMedia & shows2026-SEP-23622
Alex LetkoValue2026-JUN-04311
Alex SacerdoteTech & AIQuality & compounders2026-JUN-092252
Ammar Al-JoundiPrecious metalsMining & critical mineralsCompany insiders2026-SEP-17841
Andrei JikhMacroPrecious metals2026-SEP-160—3
Andy SchectmanPrecious metalsMacro2026-JUN-245—1
Anna WongMacroRates & credit2026-SEP-113—1
App Economy InsightsTech & AI2026-SEP-222483344
Arjun MurtiEnergy2026-SEP-12913
Astrid WildeTech & AI2026-SEP-112421
Aurora DavidsonMining & critical mineralsCompany insiders2026-SEP-21211
Avi Salzman✦EnergyMedia & shows2026-SEP-22932122
Barron'sMedia & shows2026-SEP-1184610
Ben Finegold✦Uranium & nuclear2026-SEP-242752
Bill SheriffUranium & nuclearCompany insiders2026-SEP-14851
Bob BrackettEnergyMining & critical minerals2026-MAY-181891
Bob RobottiValue2025-JUL-242942
Braden DennisQuality & compounders2026-JAN-281331
Brent JohnsonMacro2026-SEP-232—1
Brien LundinPrecious metalsMacro2026-SEP-100—2
Bryden TeichValueMacro2026-JUL-072761
Callum ThomasMacroTechnicals & flows2026-JUN-211716
Carly AndersonUranium & nuclearTech & AI2026-SEP-031511
Chad LarsonMacro2026-JUN-162471
Chad LundbergEnergyCompany insiders2026-JUL-144—1
Chance FinucaneValue2026-JUL-171412
Charles CryerMining & critical minerals2026-SEP-153—1
Chris D’AgnesIncome & real estate2026-AUG-101531
Chris MartensonEnergyMacroPrecious metals2026-SEP-233—1
Chris MayerQuality & compounders2026-AUG-251311
Chris PuplavaMacro2026-SEP-110—1
Chris WhalenFinancialsRates & creditIncome & real estate2026-SEP-191411
Christian DarntonQuality & compounders2026-JUN-131441
CNBCMedia & shows2026-SEP-233114728
Cole Smead✦ValueEnergy2026-JUL-1677198
Colin HealeyUranium & nuclearCompany insiders2026-SEP-23521
Contrarian Codex✦MacroPrecious metals2026-SEP-22521924
Dan NilesTech & AI2026-SEP-154055
Daniel DreyfusMining & critical mineralsMacro2026-JUN-0939112
Dastan KosherbayevUranium & nuclearCompany insiders2026-SEP-172—1
David AuerbachIncome & real estate2026-SEP-1626—1
David CaseyCompany insiders2026-SEP-21611
David CatesUranium & nuclearCompany insiders2026-SEP-101252
David Hay✦MacroValue2026-SEP-2417455104
David RosenbergMacroRates & credit2026-SEP-144—1
David WooMacro2026-SEP-142232
Uranium DiscordUranium & nuclear2026-AUG-20924
Don DurrettPrecious metals2026-SEP-05821
DoombergEnergyMacro2026-SEP-23714
Doug CaseyPrecious metalsMacro2026-SEP-053—1
E.B. TuckerMacroPrecious metals2026-SEP-115—1
Edward DowdMacro2026-AUG-262212
Edward SterckPrecious metals2026-SEP-161—1
Excess ReturnsMedia & shows2026-SEP-0713—1
Francis HuntTechnicals & flowsRates & creditPrecious metals2026-SEP-1613—1
Frank Giustra✦Precious metalsMining & critical minerals2026-SEP-151122
Fred HickeyTech & AIPrecious metals2026-JUL-142311
Freddy BrickMining & critical mineralsPrecious metals2026-SEP-139—1
Gareth SolowayTechnicals & flows2026-SEP-206—1
Garey AitkenValue2026-JUL-282151
Gavin BakerTech & AI2026-MAY-152011
Gavin McCrackenTech & AIMining & critical minerals2026-AUG-2816—1
George NobleMacro2026-SEP-227—1
Gianni KovacevicMining & critical minerals2026-AUG-271231
Goldman Sachs ResearchMedia & shows2026-JUL-101912
Gordon ReidQuality & compounders2026-SEP-242521
Graham SummersMacroPrecious metals2026-SEP-162—1
Greg EbelEnergyCompany insiders2026-JUL-09941
Harley BassmanRates & credit2026-SEP-171021
HedgeyeTechnicals & flowsMacro2026-SEP-192021
Horizon Kinetics✦Value2026-JUL-312661
Ian FraserMining & critical mineralsCompany insiders2026-SEP-181—1
Ian HarrisMining & critical mineralsCompany insiders2026-SEP-206—1
Inigo Fraser JenkinsMacro2026-SEP-040—1
The Investor's PodcastMedia & showsValue2026-AUG-223—1
Jaclyn RuptashPrecious metalsCompany insiders2026-SEP-16411
James DavolosValue2026-SEP-1244132
Jared DillianMacroRates & credit2026-SEP-082413
Jay Singh✦Special situationsIncome & real estate2026-SEP-233674627
Jean-François TardifValuePrecious metalsEnergy2026-SEP-103111
Jeff ClarkPrecious metals2026-SEP-170—1
Jeff KellerTech & AI2026-AUG-312431
Jeff PhillipsMining & critical mineralsPrecious metals2026-AUG-282241
Jeff SniderMacroRates & credit2026-JUN-113—1
Jeff WenigerMacro2026-SEP-191611
Jeffrey ChristianPrecious metals2026-SEP-124—1
Jeffrey Currie✦EnergyMacro2026-SEP-08915
Jeffrey GundlachRates & creditMacro2026-SEP-162814
Jenny HarringtonIncome & real estateValue2026-SEP-212012
Jérémie BoyerMining & critical mineralsPrecious metals2026-SEP-201441
Jeremy McCreaEnergy2026-JUL-231011
Jim ChanosTech & AI2026-JUL-172011
Jim LebenthalValue2026-JUN-296—1
Jim WiederholdMining & critical mineralsEnergy2026-AUG-261—2
Joe BrownMacro2026-SEP-175—3
Joe LonsdaleTech & AI2026-SEP-2012—1
Joe TerranovaMedia & shows2026-JUN-2920—1
John CiampagliaUranium & nuclear2026-SEP-10911
John Feneck✦Precious metalsMining & critical minerals2026-SEP-021531
John LoveEnergy2026-SEP-170—1
John Polomny✦MacroValue2026-SEP-161274431
Jordan PandoffMining & critical mineralsCompany insiders2026-JUL-02521
Jordan RuschePrecious metalsMining & critical minerals2026-JUN-261271
Josef SchachterEnergy2026-SEP-232952
Joseph CarlsonTech & AIQuality & compounders2026-SEP-211352628
Josh YoungEnergy2026-SEP-09922
Justin HuhnUranium & nuclear2026-SEP-122883
Kevin Muir✦Macro2026-FEB-057—1
Kitco NEWSMedia & showsPrecious metals2026-SEP-232—2
Larry McDonald✦MacroEnergyPrecious metals2026-SEP-231432713
Laura BrattonTech & AIMedia & shows2026-SEP-236—1
Leigh CuryerUranium & nuclearCompany insiders2026-SEP-102—1
Leon ShaulovTech & AI2026-MAY-129—1
Liz Ann SondersMacro2026-SEP-011711
Luke GromenMacroPrecious metals2026-SEP-232739
Mark NewtonTechnicals & flows2026-AUG-1529—1
Matt SmithEnergy2026-JUN-080—1
Matt Smith (Chronometer)✦Energy2026-JUL-211351
Meb FaberValue2026-AUG-1925—2
Michael EveryMacro2026-SEP-244—2
Michael GentilePrecious metalsMining & critical minerals2026-SEP-191321
Michael GreenMacroTechnicals & flows2026-SEP-1117—1
Michael HowellMacro2026-SEP-228—2
Michael LebowitzRates & credit2026-SEP-102—1
Michael MoritzTech & AI2026-SEP-160—1
Mike BeckUranium & nuclear2026-SEP-13821
Mike McGloneMacro2026-SEP-108—1
Mike TaylorTech & AI2026-SEP-152121
Mohnish Pabrai✦Value2026-AUG-021614
Natural Resource StocksMedia & showsCompany insidersMining & critical minerals2026-JUL-27721
Nicolas ColinTech & AIMacro2026-SEP-149—1
Nomi PrinsPrecious metalsMining & critical mineralsMacro2026-SEP-231152799
Parag SanghaniEnergy2026-SEP-171651
Paul HarrisValue2026-JUN-302021
Paul KedroskyTech & AI2026-AUG-2812—1
Paul SankeyEnergy2026-SEP-15921
Paulo MacroMacro2026-SEP-221082553
Per JanderUranium & nuclear2026-SEP-10421
Pernas ResearchTech & AI2026-AUG-073551
Peter BoockvarMacro2026-SEP-23821
Peter GrandichRates & creditPrecious metals2026-SEP-090—1
Peter KrauthPrecious metals2026-SEP-221—1
Peter LukacsQuality & compounders2026-SEP-232678
Pieter Slegers✦Quality & compounders2026-SEP-2232229107
Polymath InvestorQuality & compounders2026-JUL-311—1
Uranium Spotlight (Purepoint)✦Uranium & nuclearCompany insiders2026-SEP-222466
Rhys Summerton✦Value2026-AUG-2010—1
Rick RiederRates & creditMacro2026-AUG-151—1
Rick Rule✦Mining & critical mineralsPrecious metalsEnergy2026-SEP-241463823
Rick Van NieuwenhuysePrecious metalsCompany insiders2026-SEP-14411
RiskReversalMedia & shows2026-SEP-224462
Rob VinallQuality & compounders2026-SEP-191521
Robin WigglesworthRates & creditMedia & shows2026-SEP-112232
Ronald-Peter StöferlePrecious metals2026-SEP-011841
Rory JohnstonEnergy2026-SEP-180—1
Ryan BushellIncome & real estateEnergy2026-SEP-221111
Ryan TunisFinancials2026-SEP-0715—1
Scott MelbyeUranium & nuclear2026-SEP-131882
Scott Morrison✦Value2026-JUL-236631
Spencer JakabMedia & shows2026-SEP-212832
Stacy RasgonTech & AI2026-JUN-082221
Stephanie LinkQuality & compounders2026-JUN-291321
Stephanie PomboyMacroRates & credit2026-SEP-025—2
Steve Eisman✦FinancialsTech & AI2026-SEP-211612221
Steve SchoffstallMining & critical minerals2026-JUL-18111
Sy JacobsFinancials2026-MAR-111731
Ted OakleyValue2026-AUG-1950182
Thomas HayesValue2026-AUG-122111
Thomas PeterffyTech & AI2026-SEP-1610—1
Toby McKennaEnergyCompany insiders2026-SEP-101321
Todd SohnTechnicals & flows2026-JUN-291011
Tom LeeMacro2026-SEP-228—1
Tom McClellanTechnicals & flows2026-SEP-175—1
Tony MarinoEnergyCompany insiders2026-AUG-27731
Trader FergValue2026-SEP-01411
Troy CatesIncome & real estate2026-SEP-231231
Uzo CapitalValue2026-JUN-221421
Vincent DeluardMacro2026-SEP-1715—1
World Nuclear NewsUranium & nuclearMedia & shows2026-SEP-23523
WSJ Heard on the StreetMedia & shows2026-SEP-141943

Aggregated from per-source archives for personal study — not investment advice. The sources table is auto-generated by build_master.py. The Securities index and Macro viewpoints live on their own pages.