As I’ve discussed in earlier pieces, there’s a big transition coming as AI moves from chatbots to AI Agents and Reasoning on the AI Tech Wave roadmap to AGI as proposed by OpenAI and others. AI Agents seem simple and attractive as the next layer of value...

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...

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...

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...

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...

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...

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...

It’s November 2025, and AI Data Center & Power capex boom is driving most of the US quarterly GDP growth. The earnings results of most of the big tech Mag 7 had investor focus mostly on AI capex, with post market reactions up or down. Wall Street for...

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...

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...