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The Latest

Libertarians at the Gate: The Remarkable and Disturbing Last 72 Hours in AI

J.P. Morgan Asset Management

Michael Cembalest

AI

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Oct 2026

Q3 2026 Biopharma Market Update

Stifel

Tim Opler

Biotech

|

Oct 2026

AI capex, required revenues, and what’s priced in the AI trade

Goldman Sachs

Ryan Hammond

Markets

|

Oct 2026

October Update: Fundamentals in Focus

Citadel

Scott Rubner

Markets

|

Oct 2026

Diversifying U.S. Equity Exposure in a Concentrated Market

DoubleLine

Eric Dhall, Ryan Kimmel

Global Macroeconomics

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Oct 2026

The Deep-Value Opportunity in South Korea

Verdad

Daniel Rasmussen

International Markets

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Oct 2026

Editor’s Picks

Financial History

The Cross-Section of Stock Returns before CRSP

Sep 2026

Guido Baltussen, Bart van Vliet, Pim van Vliet

Portfolio Management

Exponential Wealth: Centuries of Stock and Bond Returns

Oct 2026

CFA Institute

Roger Ibbotson

Markets

Guide to the Markets: U.S. 4Q 2026

Oct 2026

J.P. Morgan Asset Management

David Kelly

Markets

State of Markets

Oct 2026

Andreessen Horowitz

David George

Curated Podcasts

Fixed-Income

Ep.60

Understanding a Shifting Fed, with Tony Crescenzi

Markets

Ep.21

Charlie Munger’s Interview with Todd Combs

Markets

Ep.65

E427: AQR’s Peter Hecht on AI, Market Bubbles & How the Best Investors Build Portfolios

Markets

Ep.60

Michael Hartnett: I coined “Mag7” – Here’s What Ends Their Run

AI

Ep.74

Andrew McAfee on AI, Jobs, and ‘Permissionless Innovation’

Alternative Assets

Ep.34

Dipan Patel on Permira’s ‘Artisanal’ Approach to Private Equity

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