In this episode, Lisa James and Lori Zager dive into the significant tax advantages of donating appreciated stock directly to charity, explaining how this strategy allows you to both avoid capital gains tax and receive a charitable deduction, effectively increasing your giving power. We walk through the practical mechanics of transferring securities to charitable organizations and highlight common pitfalls to avoid.

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Join Lisa James and Lori Zager as they reflect on the volatility and market dynamics of 2025, share their outlook for 2026, and discuss the nomination of Kevin Warsh as the new Federal Reserve chairman. Looking ahead to 2026, they anticipate continued market volatility driven by geopolitical tensions and political risk. 2026 will be "another year where thoughtful positioning rather than passive exposure makes the difference". The hosts discuss their strategic positioning, including maintaining international equity exposure while being selective about regions, a strategic shift from AI providers to AI users, shifting from precious metals to industrial metals, and their cautious approach to bonds amid rising Treasury issuance.

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In this riveting episode recorded in late December 2025, we dive deep into the seismic shift happening in the world of artificial intelligence. As we went to publish in January 2026, the landscape had already transformed dramatically - Alibaba's Qwen family of LLMs has skyrocketed to approximately 700 million downloads on Hugging Face, all while being released as an open-source model under permissive licenses.

The numbers are staggering: in December 2025 alone, Qwen's downloads surpassed the combined single-month downloads of tech giants like Meta (Llama), DeepSeek, OpenAI, Mistral, Nvidia, Zhipu, AI, Moonshot, and MiniMax. This isn't just a story about one company's success - it's about a fundamental power shift in AI development.

Special guest Dr. Warren Jackson joins us as we explore how China's open-source approach is challenging US-dominated proprietary models like ChatGPT, creating unprecedented value for users worldwide. We predicted this competition would benefit AI users, and the data is already proving us right. The democratization of AI is accelerating, with profound implications for developers, businesses, and everyday users. Don't miss this timely analysis of the new global AI race where open-source is emerging as the unexpected champion.

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