Friday links: insider media
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Markets
- U.S. corporate profits are at a record high. (axios.com)
- Earnings are growing, but its the wrong companies. (ft.com)
Prediction markets
- Polymarket’s annualized run rate now exceeds $1 billion. (cnbc.com)
- Donald Trump Jr. got a free stake in Kalshi back in early 2025. (msn.com)
ETFs
- South Korea is experiencing the downside of leveraged ETFs. (etf.com)
- A lot of ETF ‘innovation’ these days is just throwing stuff up against the wall. (citywire.com)
AI
- James Pethokoukis talks AI and work with Prof. Erik Brynjolfsson. (fasterplease.substack.com)
- Larry Kotlikoff talks with Sebastian Mallaby, author of “The Infinity Machine.” (larrykotlikoff.substack.com)
- Sean Illing talks with Charlie Warzel about how AI is killing off the human internet. (podcasts.apple.com)
Defense
- A look at the damage Iran was able to inflict on an American naval base in Bahrain. (wsj.com)
- The Pentagon has reinstated mandatory influenza shots. (apnews.com)
- Air power alone doesn’t win wars. (theatlantic.com)
Economy
- Lower gasoline prices were a boost to consumer sentiment. (wsj.com)
- A lot of Americans have forgotten what a real recession looks like. (tedlamade.substack.com)
Earlier on Abnormal Returns
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: building taste. (abnormalreturns.com)
- We are rapidly running out of road to kick the proverbial Social Security can. (abnormalreturns.com)
- Are you a financial advisor? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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