Starting in 1 Hour: Anti-AI with Seth Cogswell (Running Oak Capital)

Live at 2 PM ET. Efficient Growth is trading like the involuntary Anti-AI portfolio. Factor dispersion at a decade-plus high. 1 CFP CE Credit.

Starting in 1 hour.

Anti-AI with Seth Cogswell of Running Oak Capital. Live at 2:00 PM ET.

Efficient Growth has been trading like the involuntary Anti-AI portfolio. 20 of the last 38 trading days saw 110+ basis point differentials vs. the S&P 500. High Vol beat Low Vol 131% to 12%. This is not a thesis - it is what the market is already doing.

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1 CFP CE Credit Approved. Sponsored by Running Oak Capital. Replay to all registrants.

Starting in 30 Minutes: Anti-AI with Seth Cogswell

Anti-AI with Seth Cogswell. Live 2 PM ET. 1 CFP CE Credit.

Anti-AI Aug 4 Webinar - Paid Subscriber Note

Paid Subscribers: Reserve Your Seat for Tomorrow's Anti-AI Session

Tomorrow at 2 PM ET. Seth Cogswell of Running Oak Capital on the Anti-AI trade, the Grand Illusion, and factor dispersion at a decade-plus high. 1 CFP CE Credit.

Anti-AI: Why Efficient Growth Is Trading Nothing Like The S&P 500 - Tuesday August 4 2 PM ET

Anti-AI: Why Efficient Growth Is Trading Nothing Like The S&P 500 (Tomorrow, 2 PM ET)

Live tomorrow with Seth Cogswell, Running Oak Capital. Factor dispersion is at a decade-plus wide. Twenty of the last 38 trading days saw 110bps+ differentials. High Vol is beating Low Vol 131% to 12%. This is not a thesis. It is what the market is already doing.

The Repo Whisper the Fed Doesn't Want Heard

Standing Repo Facility takeup hit $31.5 billion on December 31, 2025. SOFR traded above IORB on 31 days in Q4 alone. The relief did not come from the backstop. The Fed stopped runoff December 1 and began buying $40 billion of bills a month December 12. Read the sequence, not the label.

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Starting in 30 Minutes: Anti-AI with Seth Cogswell

Paid Subscribers: Reserve Your Seat for Tomorrow's Anti-AI Session

Anti-AI: Why Efficient Growth Is Trading Nothing Like The S&P 500 (Tomorrow, 2 PM ET)

The Repo Whisper the Fed Doesn't Want Heard