October 28, 2026 - A brilliant founder. An impressive board. A compelling story. None of those proves the investment works. Zach Abraham and Chase Taylor revisit Elizabeth Holmes and Theranos to examine how confidence and famous names can lend credibility to claims investors should be questioning.
A discussion of a Holmes documentary opens a broader conversation about trust, due diligence and why some investors remain willing to back people associated with spectacular failures. What happens when the reputation surrounding a business becomes more persuasive than the evidence behind it?
Elsewhere, Zach and Chase explore a different investing tension: slowing AI spending could improve cash flow for the companies doing the building, even as suppliers benefit from spending more. They examine Oracle’s outlook, debate AI earnings expectations, and react as Microsoft and Alphabet move in opposite directions following their earnings releases.
Plus, rising oil prices, the Fed’s decision to hold rates steady, and the gap between political messaging on affordability and the costs households face.
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