In this episode, Michelle Connell sits down with Adam Shapiro to discuss her path into the investment world, the challenges she overcame, and the principles that guide her work today. She also shares insights from one of the most memorable IPO meetings in history — Steve Jobs presenting Pixar through the lens of Toy Story.

A thoughtful, inspiring conversation about resilience, opportunity, and the future of investing.

Level up your market intelligence. Real-time data, research, and tools — all at https://r.ainvest.com/OPyoP5.

Your Financial World, in One Intelligent Hub.

In this explosive conversation, Michael Green breaks down the viral article that “broke Substack” — his deeply researched claim that America’s poverty line is wildly outdated and hiding the real struggle facing millions of families today.

Green argues that the official poverty threshold still relies on a 1963 formula that assumes food is one-third of a household budget — even though today, families are crushed by childcare, housing, healthcare, and transportation costs. According to his analysis, a family of four in many U.S. regions may need $100K–$150K just to cover basic, no-luxury living.

We cover:

• Why the 1960s poverty metric no longer makes sense

• Why families earning $40K–$100K are trapped in a “valley of death”

• The backlash from the political left and right

• How subsidies vanish exactly when families need them most

• Why Gen Z faces a harder path than Gen X or Boomers

• How fixing the system requires progressive tax tweaks, not “burning it down”

• What politicians, economists, and working Americans are missing about today’s reality

If you’ve ever wondered why people earning “good money” still feel like they’re drowning — this episode explains it clearly, honestly, and with data.

🎧 Listen now and join the conversation.

Level up your market intelligence. Real-time data, research, and tools — all at https://r.ainvest.com/OPyoP5.

Ainvest: Your Financial World, in One Intelligent Hub.

“When you see one cockroach, there are others.”

In this episode of Capital & Power, host Adam Shapiro talks with Dan Rasmussen, CIO and Founding Partner of Verdad Advisors, about what may be the most underestimated risk in markets today: a rapidly expanding private credit bubble that could see up to 25% of high-yield loans default when the next shock hits.

Rasmussen — author of The Humble Investor — breaks down the fault lines forming beneath the surface of global credit and why many institutional portfolios are far more fragile than they appear.

In this episode:
• Why private credit has become Wall Street’s most dangerous illusion
• How major endowments and pension funds are repeating 2008’s mistakes
• The myth of expert prediction — and why humility beats forecasting
• How to build crisis-ready portfolios that survive real-world stress
• AI-driven capex, overconfidence risk, and where true value still hides

If you want to understand one of the most important — and least discussed — risks in markets right now, this conversation is essential.

Guest: Dan Rasmussen — CIO & Founding Partner, Verdad Advisors
Book: The Humble Investor: How to Find a Winning Edge in a Surprising World

Level up your market intelligence. Real-time data, research, and tools — all at https://r.ainvest.com/OPyoP5.

Your Financial World, in One Intelligent Hub.