Podcasts Michael Batnick talks with Matt Middleton, the founder and CEO of Future Proof, about what it took to change the conference market. (youtube.com) Michael Kitces talks with Christopher Haigh, the CEO of Iconoclastic Capital, how the firm is using...

Markets How ‘HALO’ explains the 2026 stock market. (wsj.com) Bitcoin needs a new narrative. (finance.yahoo.com) Private assets Investors are not buying what Blue Owl ($OWL) is selling. (herbgreenberg.com) Boaz Weinstein’s Saba Capital wants to...

Also on the site Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com) Top clicks this week...

Autos Global auto makers have written off a lot of EV investments. (semafor.com) The U.S. is now effectively out of the business of regulating auto emissions. (nytimes.com) Uber ($UBER) is going to start investing in AI charging infrastructure....

Regulation The SEC has dramatically cut back on enforcement actions. (ft.com) Lax enforcement is allowing some ETFs to exceed position limits for private shares. (ft.com) Prediction markets What’s the argument for a prediction markets...

Listening Podcasting is now all about video. Apple ($AAPL) weighs in. (bloomberg.com) This should be a standard feature, not an add on, when it comes to audiobooks. (techcrunch.com) Business Ben Carlson talks with Eric Finnigan⁠, VP at John Burns,...

Strategy It’s naive to think publicly available data will help you pick stocks successfully. (ritholtz.com) Joe Wiggins, “If you want to understand how an investment team behaves, you really want to know what it measures, how and...

Books An excerpt from “Choose Wisely: Rationality, Ethics, and the Art of Decision Making” by Barry Schwartz and Richard Schuldenfrei. (behavioralscientist.org) An excerpt from “Smitten: Romantic Obsession, the Neuroscience of Limerence,...

Markets People are finally waking up to international stock outperformance. (awealthofcommonsense.com) Apple ($AAPL) is trading on its own relative to its peers. (bloomberg.com) JP Morgan JP Morgan Chase ($JPM) keeps opening up new retail locations....

Podcasts Barry Ritholtz talks with Doug and Heather Boneparth, authors of “Money Together.” (ritholtz.com) Have you read “The Millionaire Next Door”? Mike Hobbes and Peter Shamshiri have. (podcasts.apple.com) Peter Lazaroff talks...