The morning intelligence briefing
Daily, weekday mornings ET. The most important story shaping long-horizon capital, told in 8–12 minutes.
The afternoon scenario report
Daily, weekday afternoons ET. Probability-weighted scenarios for the second-order effects that matter to capital that thinks in decades.
Recent episodes
Podcast
The Universal Owner — Saturday, June 6, 2026
A Blackstone- and CPP-backed operator pledges $30bn for India data centres, Gulf funds keep spending — and the real ceiling is power, not money. Plus one chart.
Podcast
The Universal Owner — Friday, June 5, 2026
The FSB names two fresh dangers, private-credit defaults hit a record, and the world's largest fund's ethics machine is paused — plus one chart.
Podcast
# The Universal Owner — Thursday, June 4, 2026
Sovereign capital flowed to developed markets even as reserve managers trimmed the dollar — and one chart.
Podcast
The Universal Owner — Wednesday, June 3, 2026
Alaska trims, Washington builds, the FSB warns — and one chart.
Podcast
The Universal Owner — Tuesday, June 2, 2026
A faster pace than the prior five years, the Strait shut — and one chart.
Podcast
The Universal Owner — Monday, June 1, 2026
Official PMI stalls at 50.0, the private survey jumps to 51.8 — and one chart.
The Daily Brief
The morning briefing for the people who allocate long-horizon capital.
Research, charts, video and podcast analysis for the institutions investing at the scale of the world.
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