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Podcast links: an epic business
Tadas Viskanta Abnormal Returns
Listening Netflix ($NFLX) wants in on the podcast boom. (fastcompany.com) Audiobooks are a different experience from reading. (thewaiterspad.com) Technology Dwarkesh Patel talks with Ege Erdil and Tamay Besiroglu, founders of Mechanize. (youtube.com)...
18 hours ago
2 MIN READ
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Thursday links: too many variables
Tadas Viskanta Abnormal Returns
Crypto You can buy Bitcoin, Strategy ($MSTR) or this thing. (sherwood.news) Buy a lot of $TRUMP, get invited to meet the President. (cnbc.com) Apple The Apple ($AAPL) Watch is still the best all-around fitness tracker. (gq.com) Sleep tracking isn’t...
2 days ago
1 MIN READ
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Longform links: adversarial and manipulative
Tadas Viskanta Abnormal Returns
Books A Q&A with John Green, author of “Everything is Tuberculosis.” (indianapolismonthly.com) An excerpt from “1999: The Year Low Culture Conquered America and Kickstarted Our Bizarre Times, out on Tuesday” by Ross...
2 days ago
2 MIN READ
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Wednesday links: apathetic markets
Tadas Viskanta Abnormal Returns
Strategy Three keys to successful investing including ‘Trying to time the market is a loser’s game.’ (larryswedroe.substack.com) Being less stupid is easier than getting smarter. (betterletter.substack.com) Fund management In praise of...
3 days ago
2 MIN READ
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Personal finance links: dignity and meaning
Tadas Viskanta Abnormal Returns
Podcasts Peter Lazaroff talks with Christine Benz about the most overlooked parts of a retirement plan. (peterlazaroff.com) Steve Chen talks all things Social Security with Devin Carroll, author of “Social Security Basics.”...
3 days ago
1 MIN READ
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Tuesday links: what comes next
Tadas Viskanta Abnormal Returns
Markets Gold is a crowded trade. (sherwood.news) Why the move in gold matters. (priceactionlab.com) How portfolio diversification has worked in 2025. (morningstar.com) Bonds Treasury bonds have never been risk free. (bloomberg.com) Are bonds still a...
4 days ago
2 MIN READ
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Research links: costing too much
Tadas Viskanta Abnormal Returns
Quant stuff Is investing a science? No, but apply scientific methods helps. (larryswedroe.substack.com) A review of “Quantitative Risk and Portfolio Management: Theory and Practice” by Kenneth J. Winston. (blogs.cfainstitute.org) Some...
4 days ago
1 MIN READ
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Monday links: market frictions
Tadas Viskanta Abnormal Returns
Markets Spikes in the VIX often represent a market bottom. (optimisticallie.com) Investors are selling American assets wholesale. (sherwood.news) The real price of gold is at an all-time high. (bilello.blog) Strategy Vishal Khandelwal, “In the end,...
5 days ago
2 MIN READ
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Adviser links: curiosity and restraint
Tadas Viskanta Abnormal Returns
Podcasts Michael Kitces talks with Cameron Passmore, the CEO of PWL Capital, and of the ‘Rational Remind’ podcast. (kitces.com) Peter Lazaroff talks with Christine Benz about the most overlooked parts of a retirement plan....
5 days ago
1 MIN READ
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Sunday links: a chaotic affair
Tadas Viskanta Abnormal Returns
Markets Volatility clusters. (tker.co) What earnings estimates are doing, depends on your time horizon. (tker.co) Private assets Why private assets are no portfolio panacea. (wsj.com) SPDR SSGA IG Public & Private Credit ETF ($PRIV) is struggling...
6 days ago
2 MIN READ