# FOUNDER-LED STOCKS OUTPERFORM? Michael Monaghan on AI, Semiconductors & Why Founder ETFs Could Beat the S&P

Page: https://stenobird.com/podcast/the-weekly-money-clip-6866050/founder-led-stocks-outperform-michael-monaghan-on-ai-semiconductors-why-founder-etfs-could-beat-the-s-p-2
Text version: https://stenobird.com/podcast/the-weekly-money-clip-6866050/founder-led-stocks-outperform-michael-monaghan-on-ai-semiconductors-why-founder-etfs-could-beat-the-s-p-2.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-05-06T23:28:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN4040983312.mp3?updated=1778157986
Audio file: https://traffic.megaphone.fm/FPMN4040983312.mp3?updated=1778157986
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JSON: https://stenobird.com/v1/public/podcasts/the-weekly-money-clip-6866050/episodes/founder-led-stocks-outperform-michael-monaghan-on-ai-semiconductors-why-founder-etfs-could-beat-the-s-p-2
Duration seconds: 1533

## Resource

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 Email:…

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