Netflix rolled out an OpenAI-powered search engine designed to help users discover content with natural language prompts like: “I’m in the mood for a light-hearted comedy that isn’t too long.” “Suggest some intense dramas...

Much of the debate in this AI Tech Wave has been on the pros and cons of ‘Open vs Close’ source LLM AIs and related technologies. Especially on the impact of open source AI software companies like Meta in the US, and DeepSeek out of China. I’ve argued...

Decision making Barry Ritholtz, “There is an endless assortment of ways to make mistakes that hurt your portfolio.” (ritholtz.com) Not every problem can (or should) be solved by math. (timharford.com) ETFs Investors love CLO ETFs like the AAA...

It is earnings season again which is a very busy time for public companies and our team at Stocktwits aiming to cover it all. This season will be especially volatile as companies deal with tariffs, a weak dollar and higher interest rates. Since returning...

Books An excerpt from “Everything is Tuberculosis” by John Green. (theatlantic.com) A Q&A with Eunji Kim author of “The American Mirage: How Reality TV Upholds the Myth of Meritocracy.” (niemanlab.org) An excerpt from...

We’ve long discussed tech/AI talent as one of the critical inputs that is supply constrained globally and particularly in the US in this AI Tech Wave. Especially as AI innovation both with LLM AI and Physical AI expand and deepens the hiring requirements...

Options Are zero-day options helping drive intraday volatility? (cnbc.com) Live by the Iron Condor, die by the Iron Condor. (wsj.com) Strategy What has happened after the stock market declines 15%. (awealthofcommonsense.com) Should you even try to beat...

Podcasts Christine Benz and Amy Arnott talk with Jean Chatzky about what women need to do different with their money. (morningstar.com) Barry Ritholtz talks with the Slate Money crew about “How NOT to Invest.” (ritholtz.com) Adam Grant talks...

Good morning everyone, In this episode of Trends with Friends, Michael Parekh, Phil Pearlman, Tom Bruni and I are joined by special guests Chris Temple and Zach Ingrasci – Creators of The Ethereum Story – to explore macro madness,...

Big tech companies in the US and abroad are doing what they must do to navigate the new global Trump Tariff world. Something I’ve discussed in multiple parts, as a trend in this AI Tech Wave. Where companies from Apple to Nvidia to to OpenAI/Softbank to...