Markets A look at the track record of bull markets. (morningstar.com) How rising asset prices affect behavior. (behaviouralinvestment.com) How to invest a lump sum. (awealthofcommonsense.com) AI We will always want humans to do certain...

Quant stuff A round up of recent white papers including ‘The Spectrum of Infrastructure Assets’ (bpsandpieces.com) LLMs are still hallucinating non-existent economics papers. (papers.ssrn.com) How asset managers are deploying AI....

The biz Shane Greenstein and Brian Kenny talk with Ben Gilbert and David Rosenthal about how the Acquired podcast scaled over time. (hbr.org) Spotify ($SPOT) is partnering with Bookshop.org to sell physical books. (theverge.com) Bill Simmons talking his...

Podcasts Michael Batnick talks with Marc Rubinstein about the rapid rise of private asset secondaries. (youtube.com) Thomas Kopelman talk long-short direct indexing with Brent Sullivan. (podcasts.apple.com) Michael Kitces talks tax planning with Erik...

Google What happens if Google loses its antitrust case? (thebignewsletter.com) Google Search is now adding links to archived websites in the Internet Archive’s Wayback Machine. (theverge.com) How the Google and Apple app ecosystems...

Books Jack Raines talks with Kyla Scanlon about her new book “In This Economy?: How Money & Markets Really Work.” (sherwood.news) An excerpt from “Triumph of the Yuppies: America, the Eighties, and the Creation of an...

Podcasts Peter Lazaroff talks with Charley Ellis why most investors fail. (peterlazaroff.com) Dan Haylett talks with Leisa Peterson about re-writing our financial narratives. (humansvsretirement.com) Brendan Frazier talks with Tom Pendergast about...

Markets Credit spreads are tight. (wsj.com) Earnings drive stock prices. (chartkidmatt.com) Why fraud thrives during bull markets. (novelinvestor.com) Prediction markets How to solve the prediction markets insider trading problem. (dopaminemarkets.com)...

Markets Low vol stocks are different. (wsj.com) A look at the number of brand names stocks down over 50% from their highs. (awealthofcommonsense.com) Josh Brown, “HALO stands for Heavy Assets, Low Obsolescence. These are undistruptable companies from...

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