Strategy Investors need to understand their circle of competence. (safalniveshak.com) Brett Steenbarger, “Successful traders, I’ve found, are distinguished by the questions they ask, not just by answers they’ve come up...

The biz The New York Times ($NYT) wants to turn its writers into video stars. (vulture.com) The scam that is using an appearance on a big name podcast as bait. (thewrap.com) Economy Ezra Klein talks the attention economy with Kyla Scanlon, author of...

Markets S&P 500 concentration keeps ticking higher. (apolloacademy.com) Younger generations in Japan are getting drawn into investing. (economist.com) Crypto Strategy ($MSTR) keeps adding new layers of financial complexity. (ft.com) Justin Sun is...

Books A Q&A with Erick Guerra, author of “Overbuilt: The High Costs and Low Rewards of US Highway Construction.” (bloomberg.com) An excerpt from “Little Red Barns: Hiding the Truth, from Farm to Fable” by Will Potter. (rollingstone.com)...

Strategy Investors are only going to have more options going forward. The paradox of choice awaits. (awealthofcommonsense.com) What will it take for private equity to outperform stocks from here? (ft.com) Crypto Why Trump Media & Technology Group...

Podcasts Barry Ritholtz talks retirement with Christine Benz, author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.” (ritholtz.com) Bill Brewster talks the ins and outs of deferring taxes with Wes Gray of...

Markets No matter how you slice it, U.S. stocks are still expensive. (on.ft.com) Why gold has been moving higher: safe asset demand. (mrzepczynski.blogspot.com) Crypto The iShares Bitcoin ETF ($IBIT) holds more than 700,000 Bitcoin. (theblock.co) Another...

Research If you are going to hedge, just hedge. (klementoninvesting.substack.com) Do factors matter for bond returns? Yes, they do. (alphaarchitect.com) Why there’s alpha in the intangibles. (philbak.substack.com) AI models love momentum....

Markets You can’t be a long-term investor if you aren’t an optimist. (optimisticallie.com) You never could have predicted the stock market’s first half 2025 performance. (mrzepczynski.blogspot.com) Crypto Crypto projects need...

Podcasts Michael Batnick talks with Jason Wenk, CEO of Altruist, about the changing custody landscape. (youtube.com) Jeff Bernier talks with Larry Swedroe about the the evolving role of alternative assets like private credit and reinsurance in...