News & Insights

The Founder
Perspective.

Research, commentary, and conversations on Founder-Led investing, from the team at FFF and the voices shaping the market.

All In the Press Podcasts

FeaturedMay 11, 2026

Michael Monaghan at NYSE: AI, Risk, and the Long View

Michael Monaghan, Portfolio Manager of the Founder 100 ETF (FFF), joins Taking Stock Live at the NYSE to discuss why investors should avoid getting bogged down by short-term data points and market noise. He shares Founder ETF's long-term view on today’s market and the importance of staying focused on broader investment cycles.

Also This Week

BNN Bloomberg NewsMay 26, 2026

There will be new bottlenecks created by AI that will require humans to solve

AUSBIZMay 20, 2026

Nvidia's 'Token Factory' Vision and the Insatiable AI Supercycle

Schwab NetworkMay 15, 2026

Michael Monaghan Breaks Down Founder ETFS and Key Names.

Founder Factor · Weekly Newsletter

Issue #2 · May 26, 2026

Zscaler reports tonight, Hyperscalers hit $1T

Why we think ZS is mispriced into the print, the $1T capex chart anchoring our thesis, Trump on a possible Iran deal, and the week ahead.

Read Issue #2

AI Software Stars, Survivors & Sinkers

May 19, 2026

Featured in the Media

BNN Bloomberg – The Close·May 20, 2026

“NVIDIA Earnings Preview & AI Stock Outlook”

Michael Monaghan joined BNN Bloomberg to discuss NVIDIA earnings, Oracle’s AI infrastructure opportunity, Palantir’s growth, enterprise software, and key risks shaping the market.

Read Article

Yahoo Finance·May 15, 2026

“Michael Monaghan joins Market Domination Overtime to discuss ways to play the tech-led market.”

Michael Monaghan on Oracle's AI infrastructure bet, Palantir's valuation case, and why enterprise software multiples are set to expand, not compress.

WATCH VIDEO

FINTECH TV·May 14, 2026

“Founder-Led Resilience & AI's Three Market Waves”

Michael Monaghan joins FINTECHTV Market Movers to discuss founder-led investing, AI spending trends, enterprise software, and the three macro waves shaping markets today.

WATCH VIDEO

FOX BUSINESS·May 13, 2026

“China Talks Could Drive Greater Cooperation in the AI Race.”

Michael Monaghan joins Fox Business to discuss how U.S. business leaders accompanying President Trump to China could foster greater cooperation in the global AI race.

WATCH VIDEO

The Podcast

Founders &
Capital

Conversations with the founders, investors, and thinkers shaping the next generation of company building. Watch on YouTube or listen wherever you get podcasts.

Founder-Led Companies: The Market Edge Nobody's Talking About

Michael Monaghan talks about how FFF separates itself from traditional index ETFs like SPY and QQQ.

Philip Masiello: Why Founder-Led Companies Win

Michael Monaghan talks about what makes founder-Led companies different — and why that difference matters to investors, operators, and entrepreneurs alike.