
EP-179 -Deep Research Leads to Success With Daniel Nikic
From Wealth Architect Podcast by Mark Yegge
February 18, 2026 · 21 min
About this episode
Mark Yegge interviews Daniel Nikic about investment research and the current AI boom.
In this episode of the Wealth Architect Podcast, I sit down with global investment research expert Daniel Nikic, founder of COHRES. Daniel has analyzed over 15,000 companies across AI, software, and global markets. We discuss the importance of cash flow vs. accrual accounting, how to spot red flags hidden in financial footnotes, and what investors should understand about today's AI boom — including Nvidia and valuation concerns. We also explore where innovation capital is flowing globally, from the U.S. to Europe, the Middle East, and China. If you want to make smarter, research-driven investment decisions, this conversation is for you. Website: [https://danielnikic.com](https://danielnikic.com) LinkedIn: [https://www.linkedin.com/in/danielnikic](https://www.linkedin.com/in/danielnikic)
People in this episode
Host: Mark Yegge
Guest: Daniel Nikic
Topics covered
- investment research
- AI
- financial analysis
- cash flow
- global markets
- innovation capital
Keywords
- investment
- research
- AI boom
- financial footnotes
- cash flow
- Nvidia
- valuation
Mentioned in this episode
Organizations: COHRES, Nvidia
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