Markets Art is in a global bear market. (wsj.com) Small caps are struggling. (wsj.com) Crypto Crypto market cap has topped $4 trillion or about a Nvidia ($NVDA). (bloomberg.com) Market cap-wise, it’s still Bitcoin and everything else....

The biz Kaleidoscope has raised a Series A to produce tech and science focused podcasts. (semafor.com) Spotify ($SPOT) is launching Audiobooks+. (theverge.com) Economy Derek Thompson talks with Jason Furman about the surprising strength of the...

OpenAI today crossed over the AI Tech Wave threshold into AI Agents with ‘ChatGPT Agent’, bridging as it were ‘research and actrion.’ These are relatively full featured push into agentic capabilities that just might tickle the fancy of more mainstream...

Markets Why you shouldn’t fear all-time market highs. (carsongroup.com) Calling a bubble is nearly impossible. (awealthofcommonsense.com) Finance Demand for private company shares is there. A workable regulatory regime is not....

Books An excerpt from “The Inner Compass” by Lawrence Yeo. (moretothat.com) An excerpt from “How to Live in the Future” by Michael Garfield. (aeon.co) Christine Driscoll talks with Christine Wenc, author of “Funny...

We can now hear Meta founder/CEO Mark Zuckerberg (aka Zuck), explain his latest take on AI in his own words. This summer has seen Mark Zuckerberg’s aggressive moves this AI Tech Wave on both the AI Talent and AI Data Center Infrastructure. It’s changed...

Hi folks,  Technology is moving at Godspeed. To better identify relative strength, I curated an ETF watchlist that offers exposure to companies poised to benefit from the AI-infused paradigm shift.  The list is sorted by proximity to its 52W high and...

Behavior Outcome bias is another way we fool ourselves. (safalniveshak.com) Simple changes can have a big effect on decision making. (klementoninvesting.substack.com) For everyone, trying new stuff is hard. (allstarcharts.com) Crypto Bitcoin...

Podcasts Cameron Passmore and Benjamin Felix talk about lessons learned with journalist Rob Carrick. (rationalreminder.libsyn.com) Dan Haylett talks with Matt Halloran, co-founder of ProudMouth, about building a podcast. (podcasts.apple.com) Yanley...

First the good news: Nvidia will be able to sell older versions of its AI GPUs into China, the world’s second largest AI market, and the place that has half the world’s AI Talent. Nvidia founder/CEO Jensen Huang managed to execute a small political...