Max Wiethe hosted or participated in discussions on technology-sector rotation, AI investment risks, macro risks to equities, private-market careers, and family-business investing. They questioned guests about whether software’s relative performance was technical, whether AI capital issuance could affect Treasuries, and whether Meta’s compute spending exposed a broader AI bear case 31015. They also made market observations on Fed communication and promoted episodes covering private equity, private credit, consumer businesses, and commodities 5141820.
On the record
last 31 daysNo positions on the record in the last 31 days — retweets, links and asides don't count, only a view of their own.
Their output
20 in August 2026Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Jack Farley 10 mentions
- Warren Pies 3 mentions
- Jeff Keller 2 mentions
- High Yield Harry 1 mention
- Andy Unanue 1 mention
- Deiya Pernas 1 mention
- Dean Pernas 1 mention
What they talk about
- Federal Reserve System 8 items
- Software 8 items · disputed
- Space Exploration Technologies Corp. 7 items
- Jack Farley 7 items
- IPO 7 items
- Anthropic PBC 7 items
- Warren Pies 6 items · disputed
- Kevin Warsh 5 items
See what your own voices say about Max Wiethe, every morning.
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