Ian Dunlap
An investor and Market Mondays co-host known for long-term stock picks and blunt market calls.
Circuit updated August 25, 2026
- Troy Millings says Nvidia is acting as the 'central bank' of AI
“When everyone was calling calling for a bubble or crash, they provided or it created the liquidity with the partnerships so that that trade won't go away” 50:51
- Rashad Bilal says one Micron call made him more money than Investfest
“Me personally, I made more money on one Micron call than what I made for Investfest.” 32:24
- Rashad Bilal says Big Meech belonged at Invest Fest because he served 25 years
“I've always said if Meech had the opportunity to learn this early, he would have been Buffett.” 1:42:11
- Ian Dunlap says McDonald's biggest competitor is Eli Lilly, not Burger King or Chipotle
“McDonald's, Starbucks, and a few other fast food chains biggest competition is Eli Lilly.” 48:56
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“even though they of course have the real estate as a long-term investment play, which will work in perpetuity, I don't think people want to pay a premium price for the stock if you have those competitive headwinds coming.”
Ian Dunlap · Read the story -
“When everyone was calling calling for a bubble or crash, they provided or it created the liquidity with the partnerships so that that trade won't go away”
Ian Dunlap · Read the story -
“for our generation he's running Nvidia almost as good as Gates ran Microsoft... bro they gave Gates monopoly charges and broke up the company.”
Ian Dunlap · Read the story -
“McDonald's competitor isn't Burger King or Chipotle or Cava. It's Lily and Waggoi and that whole suite of products.”
Ian Dunlap · Read the story -
“I've always said if Meech had the opportunity to learn this early, he would have been Buffett.”
Ian Dunlap · Read the story -
“McDonald's, Starbucks, and a few other fast food chains biggest competition is Eli Lilly.”
Ian Dunlap · Read the story
Troy Millings says Nvidia is acting as the 'central bank' of AI
The GPU giant is essentially buying its own customers and funding its own competitors to make sure the AI bubble never pops.
Rashad Bilal says one Micron call made him more money than Investfest
The Earn Your Leisure cofounder framed Investfest as a community-first loss leader, not a cash grab, during a pointed public address to critics.
Rashad Bilal says Big Meech belonged at Invest Fest because he served 25 years
The Earn Your Leisure crew turned a photo-op controversy into a bigger argument about reentry, respectability politics, and who gets counted as Black culture.
Ian Dunlap says McDonald's biggest competitor is Eli Lilly, not Burger King or Chipotle
On Market Mondays, Dunlap made the case that appetite-suppressing drugs are now part of the fast food bear case.