Episode
FOUNDER-LED STOCKS OUTPERFORM? Michael Monaghan on AI, Semiconductors & Why Founder ETFs Could Beat the S&P
- Podcast
- Biz Talk Today TV
- Published
- May 8, 2026
- Duration seconds
- 1571
- Processing state
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Summary
Could founder-led companies be the ultimate edge in today’s AI-driven market? On this episode of The Money Path, host Todd M. Schoenberger sits down with Michael Monaghan, Partner at Founder ETFs, to break down one of the fastest-growing investment themes on Wall Street: The Founder Factor. With semiconductors soaring, enterprise software lagging, and hyperscalers like Meta, Google, and Oracle spending aggressively on AI infrastructure, Michael explains why founder-led companies may be uniquely positioned to outperform in a rapidly evolving economy. Michael dives into the powerful thesis behind Founder ETFs (FFF) — a strategy built around decades of research suggesting founder-led businesses often recover faster, allocate capital better, and outperform traditional benchmarks over time. 💥 Key topics include: • Why founder-led companies may outperform the S&P 500 • Founder ETFs (FFF) vs traditional passive investing • AI infrastructure boom: semiconductors, hyperscalers & enterprise disruption • Why software is lagging while semis surge • Agentic AI, job creation & the next productivity wave • Oracle’s underappreciated founder-led opportunity • Market concentration risk beyond the Magnificent Seven • Why founder-led agility may matter most in volatile macro markets ⚡ Michael also explains why founder-led businesses historically recovered faster during crises, and how founder-driven capital allocation may become a major investing edge as AI, global uncertainty, and innovation reshape public markets. 📲 Follow Biz Talk Today TV on X: @BizTalkTodayTV 📺 Download the Biz Talk Today TV app on Apple & Android devices 🔗 Website: https://biztalktodaytv.com 📧 Contact on Ema…