Strategy Ten lessons learned from the markets in 2025 including ‘Even with a clear crystal ball, markets are unpredictable.’ (larryswedroe.substack.com) Three ways to simplify your portfolio. (morningstar.com) Why you should build portfolios...

Listening A profile of John Coogan and Jordi Hay of TBPN fame. (vanityfair.com) How Nicolai Tangen has used his podcast to raise the profile of Norway’s sovereign wealth fund. (nytimes.com) Profiles Patrick O’Shaughnessy talks with Reed...

Markets It’s not unusual that the stock market experiences a double digit loss and then ends the year with a double digit gain. (awealthofcommonsense.com) A look at all the all-time highs that are happening. (allstarcharts.com) Stock...

Books A Q&A with Andrew Ross Sorkin, author of “1929: Inside the Greatest Crash in Wall Street History.” (sherwood.news) A Q&A with Ray Madoff, author of “The Second Estate: How the Tax Code Made an American...

Crypto Why MSCI ($MSCI) chickened out on DATs. (giftarticle.ft.com) Some DATs are being forced to sell their digital assets. (theblock.co) There’s not a ton of demand for dogecoin ETFs. (sherwood.news) Trading crypto doesn’t make you immune...

Podcasts Christine Benz and Ben Johnson talk with Cullen Roche, author of “Your Perfect Portfolio: The Ultimate Guide to Using the World’s Most Powerful Investment Strategies.” (morningstar.com) Stephen Dubner with an update of “Are...

Strategy Eight market lessons from 2025 including ‘Cryptocurrency is still a speculative asset.’ (morningstar.com) Three timeless lessons re-learned in 2025 including ‘Politics and investing don’t mix.’ (carsongroup.com) A...

AI How to use NotebookLM to review venture capital docs. (avc.xyz) On the dangers of letting AI read your fund documents. (ludovicphalippou.substack.com) Asset management Unconscious bias is a factor in portfolio manager...

Markets A look at emerging market stock performance in 2025. (novelinvestor.com) China tech stocks are having a moment. (mrzepczynski.blogspot.com) How to assess Japanese bank stocks. (mailchi.mp) A look at devloped market stock performance in...

Podcasts Peter Lazaroff talks shop with Ashby Daniels about the importance of behavior. (peterlazaroff.com) Michael Kitces talks with Debra Taylor, Managing Partner at Carson Wealth Franklin Lakes, about how she developed a client service calendar for...