Markets What happens if the stock market drops 30%? (awealthofcommonsense.com) Materials stocks have gone nowhere for three years now. (trendlabs.com) Gold has put Bitcoin to shame this year. (blockworks.co) The case against a stock market...

Behind the scenes David Senra talks with Patrick O’Shaughnessy of Invest Like the Best fame. (podcasts.apple.com) Cameron Passmore and Benjamin Felix talk about how the Rational Remind podcast is made. (rationalreminder.libsyn.com) Some podcasting...

Investing Which genius from history would have been the best investor? (ft.com) Seth Klarman looks at Warren Buffett’s long career. (theatlantic.com) Health Dhruv Khullar, “Medicine is undergoing a kind of unbundling.” (newyorker.com) In...

Markets It’s hard not to get nervous looking at tech stock returns. (morningstar.com) Financial stocks are at an all-time high. (trendlabs.com) A closer look at tech sector valuations. (chartkidmatt.com) Finance Liz Hoffman, “AI may be...

Podcasts Jim Dahle talks with William Bernstein about what it really means to “stop playing when you win the game.” (whitecoatinvestor.com) Steve Chen talks with Paula Pant, founder of Afford Anything. (podcasts.apple.com) Books Ben’s favorite...

Markets More signs of a risk-on market. (trendlabs.com) Five key investing themes from Warren Buffett’s early letters including ‘Good investment ideas are rare.’ (morningstar.com) Crypto JP Morgan Chase ($JPM) is planning a push deeper...

Private equity Toby Nangle, “Chucking lags into the data doesn’t change the actual investment returns received by the investor. Now that would be real magic. But it does have the effect of ironing out the bumps.” (ft.com) There’s plenty...

Finance Robo-advisors were going to takeover the world. That didn’t happen. (downtownjoshbrown.com) Are weed stocks going to see a boost from Trump’s move? (sherwood.news) Prediction markets FanDuel Predicts is now live....

Podcasts Michael Batnick talks with Leyla Kunimoto, co-founder of Accredited Investor Insights, about what advisors need to know about alts. (youtube.com) Blair duQuesnay talks with George Kinder about the (global) fiduciary standard....

Markets 8 market lessons from 2025 including ‘Stocks are spending less time in the S&P 500.’ (tker.co) 2025 put a nail in the coffin of the ‘Bitcoin is digital gold’ argument. (economist.com) CPG stocks no longer seem to act as...