Friday links: disposable software
MarketsHow markets have performed under different Fed chairs. (chartkidmatt.com)Mid-cap industrial stocks are at all-time highs. (trendlabs.com)Why is volatility contained? (etf.com)Fund managementHow indexing took hold in bond funds. (citywire.com)It's hard to find data in favor of active management. (larryswedroe.substack.com)S&P held the line on early inclusion for the mega-IPOs. (aswathdamodaran.blogspot.com)PodcastsBarry Ritholtz talks with Seth Klarman, CEO and portfolio manager of The Baupost Group. (ritholtz.com)Joe Weisenthal and Tracy Alloway talk with Jeremy Grantham, co-founder of GMO, and author of "The Making of a Permabear: The Perils of Long-Term Investing in a Short-Term World." (podcasts.apple.com)Meb Faber talks with Charley Ellis, founder of Greenwich Associates, and author of "Great American Investments: A History of the Bold Initiatives that Shaped a Nation." (podcasts.apple.com)AIAI is making software disposable. (auren.substack.com)How are all those big AI '
Markets
- How markets have performed under different Fed chairs. (chartkidmatt.com)
- Mid-cap industrial stocks are at all-time highs. (trendlabs.com)
- Why is volatility contained? (etf.com)
Fund management
- How indexing took hold in bond funds. (citywire.com)
- It's hard to find data in favor of active management. (larryswedroe.substack.com)
- S&P held the line on early inclusion for the mega-IPOs. (aswathdamodaran.blogspot.com)
Podcasts
- Barry Ritholtz talks with Seth Klarman, CEO and portfolio manager of The Baupost Group. (ritholtz.com)
- Joe Weisenthal and Tracy Alloway talk with Jeremy Grantham, co-founder of GMO, and author of "The Making of a Permabear: The Perils of Long-Term Investing in a Short-Term World." (podcasts.apple.com)
- Meb Faber talks with Charley Ellis, founder of Greenwich Associates, and author of "Great American Investments: A History of the Bold Initiatives that Shaped a Nation." (podcasts.apple.com)
AI
- AI is making software disposable. (auren.substack.com)
- How are all those big AI 'hackquisitions' working out? (spyglass.org)
- State Farm is embracing AI, to the detriment of agents. (wsj.com)
- Tim Ferriss talks with Sebastian Mallaby, author of "The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence." (tim.blog)
Restaurants
- Regional burger chains, like Culver's, are having a moment. (wsj.com)
- Private equity has a long history with pizza chains. (axios.com)
- 7 Brew is on track for 1,000 locations. (restaurantdive.com)
Music
- Do the public music companies have a future? (lefsetz.com)
- Why touring artists like Harry Styles are staying put. (economist.com)
- A look at the millions of songs used to train AI models. (theatlantic.com)
- Modern music is a financial grind. (brobible.com)
Economy
- Gas is below $4 a gallon. (axios.com)
- But yields haven't come down. (ft.com)
- Cardiff Garcia talks with Adam Ozimek, Chief Economist at the Economic Innovation Group, about how AI will affect work and workers. (eig.org)
Earlier on Abnormal Returns
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: unsafe and insecure. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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