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...

Meta, the world’s largest consumer hammer, is being applied to businesses within its midst for AI agents and services. I’ve discussed in recent years how Meta will likely need to leverage its burgeoning AI Data Center infrastructure spend with AWS...

Today’s theme: government and corporate AI stakes get bigger — and soon public investors will have to weigh the consequences, not just the presumably more sophisticated private ones to date. The White House hits a compromise on US AI regulation. China...

Markets Five thoughts about the stock market including the surge in earnings. (ritholtz.com) Investors are constantly having to learn new vocabulary. (trendlabs.com) Finance Citadel wants to pay other hedge funds for ideas. (finance.yahoo.com) AlphaSense...

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...

Just like in the broader economy, there’s a ‘K-Curve’ AI economy developing fast in this AI Tech Wave. The AI industry is seeing an accelerated move into a la carte AI pricing from subscription tiered ‘all you can eat buffet’ style pricing that was the...

Today’s theme: there’s a global rush to public-market equity funding and raises — and not just the three mega-AI IPOs. AI and supply-chain geopolitics are driving a worldwide equity-market lean into the AI Tech Wave, led by AI Infrastructure, Semis and...

Strategy There is no one perfect way to invest. (awealthofcommonsense.com) There is no obligation to performance chase. (behaviouralinvestment.com) The case for investing in family-led companies. (mastersinvest.com) IPOs How the IPO market stacks up in...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

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...