Thursday links: a job in a system
19 hours ago
2 MIN READ
Fund management
- Diversification is a shock absorber for Blackrock ($BLK). (wsj.com)
- Asset management is going to look very different in ten years. (philbak.substack.com)
Prediction markets
- Joe Weisenthal and Tracy Alloway talk with Thomas Peterffy, founder and Chairman of Interactive Brokers ($IBKR), about prediction markets. (podcasts.apple.com)
- Eric Balchunas and Joel Weber talk with Matt Hougan, CIO of Bitwise, about how prediction market ETFs would work. (podcasts.apple.com)
TBPN
- Why OpenAI bought TBPN. (npr.org)
- The TBPN deal has unleashed more podcast acquisition talk. (theankler.com)
GLP-1s
- Where the GLP-1 market stands. (sherwood.news)
- Novo Nordisk ($NVO) is launching a high dose Wegovy. (wsj.com)
- Eli Lilly’s ($LLY) GLP-1 pill, Foundayo, is easier to take. (biopharmadive.com)
- GLP-1 drugs have been found to improve symptoms of arthritis, even without weight loss. (refractor.io)
- An experiment with microdosing GLP-1s to treat disease. (jodiettenberg.com)
Global
- Where does the U.S. stand vs. before the Iran war? (danieldrezner.substack.com)
- America’s allies have no idea how to deal with an erratic leader. (wsj.com)
- The Swiss love their public referendum. (ft.com)
Economy
- Still no meaningful pickup in weekly initial unemployment claims. (bonddad.blogspot.com)
- The Fed is facing a tough environment. (carsongroup.com)
- Is falling labor share driving corporate profitability? (klementoninvesting.substack.com)
Earlier on Abnormal Returns
- Longform links: inverting our lives. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: increased tax complexity. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.