The biz AI-generated podcasts are here. (latimes.com) Half of the top 50 podcasts have a video component. (bloomberg.com) Why podcasts are shifting to video…money. (calnewport.com) How to quit Spotify ($SPOT). (bloodinthemachine.com) AI...

The ongoing tussles and kerfuffles between LLM AI companies and content/copyright owners saw some notable developments today. With OpenAI and Disney signing an investment plus content sharing deal on the one hand. A deal with wariness on both sides and...

Investment writing Nick’s favorite investment writing from 2025 including ‘The Last Decision by the World’s Leading Thinker on Decisions’ by Jason Zweig. (ofdollarsanddata.com) Book recommendations from Meb Faber’s podcast...

Books An excerpt from “Dirtbag Billionaire: How Yvon Chouinard Built Patagonia, Made a Fortune, and Gave It All Away” by David Gelles. (davidgelles.substack.com) Christine Ro talks with John Fullerton, co-author of “Regenerative...

I’ve been discussing for a while the growing schism in this AI Tech Wave between the AI Researchers that believe AI Scaling can get us to AGI, in any form. And the increasing community on the other side that say a different path may be needed. These...

Finance Ludovic Phalippou and William Magnuson, “In seeking access to public capital without accepting public-company obligations, private equity may have exposed itself to a much more demanding form of accountability.”...

Good afternoon everyone, We are back with another edition of Trends With Friends. On this episode, I’m joined by Michael Parekh and Roy Rubin to unpack the Open AI ‘code red’ and the state of the AI wars: $GOOGL ( ▼ 0.0% ) vs OpenAI, $AAPL ( ▲ 0.12% )...

Podcasts Meb Faber talks with Nick Maggiulli, author of “The Wealth Ladder.” (podcasts.apple.com) Barry Rithotlz talks with Paul Zummo, Chief Investment Officer of J.P. Morgan Alternative Asset Management. (ritholtz.com) Peter Lazaroff talks...

A new deal to let Nvidia sell chips into China has been struck, for ‘A Piece of the Action’, as the famous 1968 Star Trek episode goes. And it may be a move backwards and forwards. Nvidia has been on a secular roll with its product momentum globally...

Markets No matter how you slice it, long term capital market returns have been good. (awealthofcommonsense.com) How to read a market strategist’s year-end report. (behaviouralinvestment.com) What the heck happened to NFTs? (ritholtz.com) Retail...