Markets If you’re not confused right now, you’re doing it wrong. (howardlindzon.com) Degens are now trading perpetual oil futures 24/7. (wsj.com) Strategy There’s no investing without some anxiety. (tker.co) Sean McLaughlin,...

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AVs Google ($GOOGL) is tying part of Sundar Pinchai’s pay to Waymo. (sherwood.news) Amazon’s ($AMZN) Zoox will test its robotaxis in Dallas and Phoenix. (engadget.com) Zoox plans to make its robotaxis available on the Uber ($UBER) app in Las Vegas...

Retail trading Five minute bets on crypto? Sure, why not? (ft.com) Are retail traders finally pulling back? (sherwood.news) Finance Nasdaq ($NDAQ) is bending over backwards to accommodate SpaceX. (wsj.com) SPVs are booming. Not all of them have clear title...

Economics Cardiff Garcia talks with Stefanie Stantcheva about a paper she co-authored, “Zero-Sum Thinking and the Roots of US Political Differences.” (podcasts.apple.com) Larry Kotlikoff in a wide-ranging economics talk with Prof. Gregory...

Companies Apple ($AAPL) now makes about 25% of iPhones in India. (asymco.com) The LiveNation ($LYV) deal will do nothing to bring down ticket prices. (boondoggle.substack.com) Why are people so freaked out about institutional ownership of single family...

Books An excerpt from “After Covid: The Health Impacts That Will Last Generations” by Jason Gale. (bloomberg.com) David Epstein talks with Olga Khazan, author of “Me, But Better: The Science and Promise of Personality...

Private assets JP Morgan Chase ($JPM) is reportedly tightening lending standards. (barrons.com) The Cliffwater Corporate Lending fund has experienced notable redemption requests. (citywire.com) Why the investment industry is hell-bent on pushing...

Podcasts Jon Luskin talks with Heather and Douglas Boneparth, authors of “Money Together.” (bogleheads.podbean.com) Christine Benz and Amy Arnott talk with David Bach, author of “The Automatic Millionaire.” (morningstar.com)...

Alternatives The private credit industry has failed to educate their investors. (bloomberg.com) Why LPs are wary of GP stake investors. (pitchbook.com) Bill Ackman wants your money. (semafor.com) Companies It looks like Live Nation ($LYV) is going to...