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The Latest

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

Goldman Sachs

Ryan Hammond

Markets

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Oct 2026

October Update: Fundamentals in Focus

Citadel

Scott Rubner

Markets

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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

The Macro Implications of the AI Investment Boom: US and Europe

Apollo

Torsten Slok, Huw van Steenis

AI

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Oct 2026

Schroders Equity Lens October 2026

Schroders

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

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

Asset Allocation

Ep.51

Why Gold Stopped Being a Commodity (AllianceBernstein’s Inigo Fraser Jenkins) | #649

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