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AI Ramblings: Episode 28
Michael Parekh AI: Reset to Zero
Keywords AI, technology, small language models, job market, home automation, earnings reports, political impact, innovation, smart devices, social perception Summary In this episode of AI Ramblings, hosts Michael Parekh and Neal Makwana discuss...
1 day ago
4 MIN READ
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Wednesday links: going off on the shorts
Tadas Viskanta Abnormal Returns
Markets The 1950’s bull market was nothing to sneeze at. (awealthofcommonsense.com) Another example why trading on political events is a mistake. (morningstar.com) ETFs All small cap funds are not created alike. (tmcresearch.com) 2025 continues to...
2 days ago
1 MIN READ
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Personal finance links: your next career step
Tadas Viskanta Abnormal Returns
Money Together Christine Benz and Ben Johson talk with Doug and Heather Boneparth, authors of “Money Together: How to find fairness in your relationship and become an unstoppable financial team.” (morningstar.com) Peter Lazaroff talks with...
2 days ago
2 MIN READ
AI: Job losses due to AI, Not So Fast. RTZ #896
AI: Job losses due to AI, Not So Fast. RTZ #896
Michael Parekh AI: Reset to Zero
I’ve been clear and vocal on the ongoing fears over AI leading to net job losses, for some time now. And continue to believe we will look back on this AI Tech Wave in a few years, and wonder why we thought AI meant fewer people needed overall. Fears over...
2 days ago
6 MIN READ
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Tuesday links: a bias toward action
Tadas Viskanta Abnormal Returns
Strategy Why we have a bias towards action in the markets. (ritholtz.com) Should you buy at all-time highs? (ofdollarsanddata.com) Crypto Bitcoin is not digital gold. (advisorperspectives.com) Why the pardon of Binance founder Changpeng Zhao is coming...
3 days ago
2 MIN READ
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Research links: a potentially volatile investment
Tadas Viskanta Abnormal Returns
Round-ups A round-up of recent research including ‘Optimism Everywhere: Beliefs during Stock Price Bubbles.’ (quantseeker.com) A round-up of recent academic research including ‘Do S&P 500 Options Increase Market Volatility? Evidence...
3 days ago
1 MIN READ
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Monday links: no sure things
Tadas Viskanta Abnormal Returns
October 2025 The S&P 500 returned 2.34% in October 2025. (on.spdji.com) How major asset classes performed in October. (capitalspectator.com) Strategy Don’t check your investments too often. (optimisticallie.com) Investing is all about...
3 days ago
2 MIN READ
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Adviser links: overdelivering on smaller promises
Tadas Viskanta Abnormal Returns
Podcasts Michael Batnick talks with John Connell, Co-Founder and CEO of Focal, about AI-powered adviser work flows. (youtube.com) Michael Kitces talks with Zac Larson, co-founder of IntentGen Financial Partners, about placing charitable giving at the...
4 days ago
2 MIN READ