The biz Spotify ($SPOT) is pushing hard in video podcasts. (digiday.com) Economics Paul Krugman talks with Martin Wolf about the uncertainty Donald Trump has injected into the world economy. (paulkrugman.substack.com) Josh Brown talks with Joe...

Crypto What if stablecoins don’t put a dent in payments? (on.ft.com) Why Coinbase ($COIN) bought token manager Liquifi. (fortune.com) On the dangers of the crypto treasury model. (theblock.co) The Trump family’s wealth has essentially...

Books An excerpt from “It’s Only Drowning: A True Story of Learning to Surf and the Search for Common Ground” by David Litt. (lithub.com) An excerpt from Stephen Starring Grant’s new book, “Mailman: My Wild Ride Delivering the Mail in...

Finance Why is Vanguard pushing into private equity investing? (wsj.com) New SPAC deals are instrumental in the Bitcoin Treasury trend. (institutionalinvestor.com) A closer look at ‘beautifully designed’ Figma’s S-1....

Podcasts Peter Lazaroff talks with Barry Ritholtz about his new book “How NOT to Invest.” (peterlazaroff.com) Peter Mallouk talks the science of happiness with Jonathan Clements. (creativeplanning.com) Ben Carlson talks with Scott Rick, author...

June 2025 How major asset classes performed in June 2025. (capitalspectator.com) The S&P 500 returned 5.09% in June 2025. (on.spdji.com) Companies What moves does Elon have left with Tesla ($TSLA)? (riskofruinpod.substack.com) Once unassailable, BP...

Quant stuff A round-up of recent white papers including ‘AI Beneficiaries: Investing in Second-Order Effects.’ (bpsandpieces.com) Jane Street has centralized its operations on an obscure programming language. (economist.com) Private equity A...

Markets Has equity market sentiment gotten too frothy? (sherwood.news) It doesn’t mean corrections can’t happen, but It’s hard to find fault with this market rally. (joefahmy.com) Crypto Robinhood ($HOOD) is launching tokenized US...

Podcasts Michael Batnick talks with Dave Nadig about the impact AI will have on the business of advice. (youtube.com) Michael Kitces and Carl Richards on the emotional challenges of working with HNW individuals. (kitces.com) Jess Bost and Mark Newfield...

Companies Globalization has been good for the profit margins of U.S. companies. (tker.co) Ten of the best founder-led companies including Axon Enterprises ($AXON). (fiscal.ai) History says AI won’t end with mass unemployment. (humbledollar.com)...