Research Default options matter. (alphaarchitect.com) An allocation is not the same thing as exposure. (markovprocesses.com) A handful of stocks drive overall stock market performance. (wealthmanagement.com) How models can help identify losing...

Markets There’s little sign of stress in the financial markets. (trendlabs.com) Why the stock market often seems to defy common wisdom. (tker.co) Podcasts Patrick O’Shaughnessy talks with Dan Loeb of Third Point game. (youtube.com) Jon...

Podcasts Diana Britton talks with Mary Saylor who is the director of wealth management at Choreo. (wealthmanagement.com) Brendan Frazier talks with Dennis Moseley-William explains how to elevate your client experience to create fans and grow your...

Podcasts Barry Ritholtz talks with Jason Zweig and William Bernstein about their late friend Jonathan Clements, author of “Money and Me.” (ritholtz.com) Jim Dahle talks with Ben Carlson, author of “Risk and...

Markets Corporate credit spreads are tight. (morningstar.com) Everything working against the U.S. dollar right now. (ft.com) Tether is buying gold hand over fist. (theblock.co) So is the State Oil Fund of Azerbaijan. (ft.com) Crypto Fidelity is launching...

Google What happens if Google loses its antitrust case? (thebignewsletter.com) Google Search is now adding links to archived websites in the Internet Archive’s Wayback Machine. (theverge.com) How the Google and Apple app ecosystems...

Books A review of “The Land Trap: A New History of the World’s Oldest Asset” by Mike Bird. (progressandpoverty.substack.com) An excerpt from Lawrence Yeo’s book “The Inner Compass.” (moretothat.com) Crypto The...

Books A look at Tyler Goodspeed’s “Recession: The Real Reasons Economies Shrink and What to Do About It.” (worksinprogress.news) Joe Weisenthal and Tracy Alloway talk with Brendan Greeley, author of “The Almighty Dollar: 500 Years of...

Markets Sam Ro, “The stock market does not price in what’s going on today. It’s pricing in what’s expected in the weeks, months, and years ahead.” (tker.co) Ben Carlson, “The stock market doesn’t care what you say or how you...

Stay in touch Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Sign up for the weekly Talking Wealth newsletter. (talkingwealthpod.com) Top clicks this week Just how much AI is driving...