Sectors Why banks are leading. (trendlabs.com) Chip makers are sucking capital from the hyperscalers. (axios.com) AI We live in a world with multiple capable AI models. (stratechery.com) It’s possible to ‘poison’ open source models with...

Podcasts Barry Ritholtz talks with Jason Wenk, founder and CEO of Altruist. (ritholtz.com) Miriam Gottfried and Telis Demos talk with Brent Sullivan about tax-aware long-short strategies. (wsj.com) Daniel Crosby talks with Cullen Roche, author of...

Markets Market participants often worry about stuff that doesn’t happen. (tker.co) Why don’t we talk more about this brutal bond bear market? (etf.com) Misallocation of capital is nothing new. (ritholtz.com) Companies The biggest beneficiaries...

Stay in touch Do you work in wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com) Don’t miss a thing. Sign up for our daily e-mail newsletter! (abnormalreturns.com) Top clicks this week 10 reasons to...

AVs When it comes to AVs, humans are still going to human. (financialpost.com) Why trial lawyers are lobbying against AVs. (marginalrevolution.com) Transport Abandoning EVs could mean the end of the American auto industry. (nytimes.com) How the...

Strategy Stock market volatility clusters. (awealthofcommonsense.com) A look back at the seven sins of active fund management. (larryswedroe.substack.com) IPOs Just how open is the IPO window? (newcomer.co) Weakness in SpaceX ($SPCX) isn’t...

Prediction markets Kalshi is going to allow bets on drug trials. (theguardian.com) Kalshi is rolling out more features for institutional traders. (semafor.com) Trump’s teleprompter operator reportedly has been betting on Kalshi on speech...

Books Mary Childs talks with Eddie Fishman, author of “Chokepoints: American Power in the Age of Economic Warfare.” (youtube.com) James Pethokoukis talks with Sebastian Mallaby, author of “The Infinity Machine: Demis Hassabis, DeepMind,...

Markets How the stock market took over American balance sheets. (awealthofcommonsense.com) Just how good are analysts at estimating earnings? (chartkidmatt.com) Bonds The spread on SpaceX ($SPCX) bonds are widening out. (ft.com) The iShares 0-3 Month...

Podcasts Meb Faber talks with Joseph Moore, author of “How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t).” (youtube.com) Jon Erlichman talks with Barry Ritholtz about the biggest mistakes investors...