Brian Dress, CFA's videos and podcasts

Two 50-year-olds. Same $5 million portfolio. One can walk away from work tomorrow. The other isn't c...

https://leftbrainwm.com/pdf/Nolands_Notes_2026%20V6.pdf

We’ve been cautious on software since Q1. We haven’t changed our view, but a few improved earnings r...

If your portfolio still looks like it did in 2023, you’re probably having a rough year. Markets evo...

If your portfolio still looks like it did in 2023, you’re probably having a rough year. Markets evo...

Your S&P 500 fund might be doing you a disservice and it's not for the reason you think. A lot of i...

Your S&P 500 fund might be doing you a disservice and it's not for the reason you think. A lot of i...

The AI story isn't ending. It's expanding. Nvidia may have led the first chapter, but it probably wo...

The AI story isn't ending. It's expanding. Nvidia may have led the first chapter, but it probably wo...

Long runs don’t have to feel long. This crew proves it every week. This Sunday we’re changing thin...

Long runs don’t have to feel long. This crew proves it every week. This Sunday we’re changing thin...

There are two ways executives handle RSU vests. Sell everything automatically. Or hold everything pa...