Here’s a George Carlin–flavored rewrite of that rundown: - Bill Ackman drops in, folks. The guy who treats a stock ticker like it’s a punchline to a joke about the economy—he’s here to riff with us. Buckle up; the hedge fund guy in a blazer is about to pretend he’s a weather vane. - Evolving investment philosophy: what’s changed in 20 years? We’ve watched more turns than a carousel in a haunted amusement park. Once you bought tech and held on like a lifeboat, now you’re measuring everything in AI shocks and ESG vibes. Quantum leaps in risk management? No—just more flash and fewer napkin calculations. - AI: Greatest time to build a business, and a major threat to portfolios. Build something with robots and dashboards, great. But also watch out: the moment your portfolio starts looking like a “Terminator Returns” film, you’ve got trouble. It’s a love affair with efficiency and a stalker enemy that learns faster than you do. - Predicting market moves, the “rubber band effect.” Pin it ...