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Podcasts Barry Ritholtz talks with Jordan Grumet about when to fire yourself as your financial advisor. (ritholtz.com) Christine Benz and Amy Arnott talk with Dana Anspach, author of “Living Off Your Acorns: Your Guide to the Four Phases...

A long-time discussed topic in these pages has been the ‘breaking of the internet’ as we know it, as AI Tech Wave moves from chatbots to reasoning AI Agents and beyond. Particularly as Google meaningfully responds at scale by infusing its Gemini AI in...

Markets When it comes to market charts, denominators matter. (trendlabs.com) South Korea has its own share of degens. (reuters.com) Trading Charles Schwab ($SCHW) is cleaning up on increasing trading behavior. (finance.yahoo.com) It’s hard to ignore...

Today’s theme: they’re ‘setting the stage’ again — more theater ahead in US-China AI, in this AI Tech Wave at its most geopolitical. The two countries are prepping for their second presidential meeting at the White House on September 24, and the big...

Quant stuff Why multi-strategy hedge funds are so keen to capture trades from smaller rivals. (bloomberg.com) A round-up of recent academic research including ‘The Signal beneath the Calm: Benford’s Law and the Latent Fragility of...

It’s appropriate of course that Nvidia and AMD who have long competed with each other on chip share in local computer desktop and laptops, are now meeting each in the AI Cloud infrastructure market. I’ve had a lot of positive things to say about...

Today’s theme: ‘haste makes waste’ in the ‘super-sizing’ of AI data centers so far in this AI Tech Wave — and the bill is starting to come due. Three events today — Elon’s Memphis pushback, the repercussions rippling nationwide, and the...

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...