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

About this episode

Michael Monaghan discusses the potential of founder-led companies to outperform in the current AI-driven market.

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…

People in this episode

Host: Todd M. Schoenberger

Guest: Michael Monaghan

Topics covered

• founder-led companies
• AI-driven market
• investment strategies
• semiconductors
• capital allocation
• market volatility

Keywords

• founder-led stocks
• AI infrastructure
• semiconductors
• investment themes
• capital allocation
• market performance
• enterprise software
• Founder ETFs

Mentioned in this episode

Organizations: Founder ETFs, Meta, Google, Oracle, S&P 500, AI, semiconductors, enterprise software, hyperscalers, The Money Path

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