Identify and hedge portfolio risks standard Barra models miss by building bespoke thematic factors

Disintermediating Pod Shops | Will England, Derek Drummond, and Tony Caruso Ep.501 — Capital Allocators with Ted Seides · Capital Allocators with Ted Seides

Map six demand elasticities to find where AI expands markets and creates net-new jobs

The New Jobs AI Will Create — The AI Daily Brief: Artificial Intelligence News · The AI Daily Brief: Artificial Intelligence News

Don't fund what the market would do anyway — government money must add net output, not subsidise profits.

Ex-Government Economist: Politicians Are Lying About the Economy · Vicky Pryce

Banks vacuum up the best economists; society gets the rest

The Rich Will Bankrupt Us All - Gary's Economics · Gary Stevenson

AI drives costs to zero across all sectors, lifting real GDP growth from 3% to 7.3%

Invest in This – It'll Be Worth $1.5 Million by 2030 | World Leading Investing Expert · Cathie Wood

Three-filter test to find genuine multi-decade platforms before they're priced in

Invest in This – It'll Be Worth $1.5 Million by 2030 | World Leading Investing Expert · Cathie Wood

Intellectual labor disrupted in 10 years; physical labor in 15-20 — the lag is capital, not intelligence

Uber CEO: I Have To Be Honest, AI Will Replace 9.4 Million Jobs At Uber! · Dara Khosrowshahi

Identify physical resource constraints before the market reprices them and build portfolios around the bottleneck

All Time Highs Built On A Compute Shortage — Jordi Visser · Jordi Visser

Use your everyday observations as an investment edge

One Up On Wall Street · Peter Lynch

In the age of the internet, become the world's expert in one narrow domain

Bill Gurley — All Things Business and Investing · Bill Gurley

Unsound money leads to financialization

The Bitcoin Standard · Saifedean Ammous

Map the five competitive forces that shape every industry's profitability

Competitive Strategy: Techniques for Analyzing Industries and Competitors · Michael E. Porter