People - Auburn Student Investment Fund

Investment People To Know

Adam Taggart

Founder of thoughtful money, a youtube platform where they interview experts. Former VP of Yahoo, and co founded Peakprosperity

Nick Timiraos

Chief Economics Correspondent for the Wall Street Journal. “The fed whisperer” Wrote Trillion Dollar Triage

Claudia Sahm

Chief economist at New Century Advisors. Former fed reserve board economist and made the “Sahm Rule” 3m MA rises more than half a percentage point above the last 12 months’ min = recession

Neil Howe

Managing Director Hedgeye (demographer).Author of The Fourth Turning; 80-year generational cycle theory (High → Awakening → Unraveling → Crisis); coined "Millennial";

Mike Green

Portfolio Manager and Chief Marketing Strategist at Simplify Asset Management. Peter Tiel!! “Passive investing is a market structure distortion” - price insensitive flow distortion inflating concentration and creating crash risk

John Hussman

President of Hussman Investment Trust. Valuation based forcasting. MAPE - Margin Adjusted Price Earnings and nonfinancial market cap / gross value added. Being right about valuation tells you nothing about timing. Called 2000 and 2008 tops, then underperformed for a decade

Brent Johnson

Santiago Capital CEO; author of the Dollar Milkshake Theory — global tightening drives capital into the U.S., spiking the dollar and breaking foreign debtors.

Art Laffer

Father of supply-side economics; Laffer Curve (a revenue-maximizing tax rate exists; hikes past it reduce revenue); Reagan adviser

Melody Wright

Housing/mortgage strategist (Huringa, M3_Melody); bearish on U.S. housing; debunks the inventory-shortage myth; tracks shadow inventory, forbearance liens, non-bank lender risk.

Kevin Warsh

17th Fed Chair, sworn in May 22, 2026, succeeding Powell; youngest-ever governor (2006), served through the GFC; longtime QE critic; wants a narrower, tighter-communicating Fed.

Alex Carp

Palantir co-founder and CEO; AI/data software for defense and enterprise (AIP); philosophy PhD; outspoken, pro-defense, polarizing on valuation.

Eric Basmajian

Founder of EPB Research; Four Economy Framework (Leading, Cyclical, Aggregate, Lagging) for tracking the business cycle sequence.

Sanae Takaichi

Japan's first female PM (since Oct 2025), LDP leader, Abe-aligned conservative; expansionary fiscal/dovish stance pressures the yen and JGBs; won a 2026 supermajority.

Michael Santoli

CNBC senior markets commentator, ex-Barron's "Streetwise" columnist; measured technical/sentiment/positioning analysis; a good read on informed consensus.

Nick Gerli

Reventure Consulting CEO, built the Reventure App (ZIP-level home price, inventory and forecast data); prominent housing bear focused on price-to-income and Sun Belt inventory.

Jensen Huang

Nvidia co-founder/CEO since 1993; ~$5T company at the center of the AI trade; ~106% revenue growth and 75% gross margins; forecasts $4T of data center capex by 2030.

Lyn Alden

Independent macro analyst, author of Broken Money; fiscal dominance thesis ("nothing stops this train") — deficits and Treasury issuance now drive liquidity more than Fed policy.

Satya Nadella

Microsoft chairman/CEO since 2014; drove the Azure and AI pivot; ~$175–190B AI capex and OpenAI concentration risk are the central debates around the stock.

Jack Farley

Host of the Monetary Matters podcast (ex-Forward Guidance at Blockworks); long-form macro interviews focused on rates, the Fed's balance sheet, and monetary plumbing.