Monday links: pausing vs. pacing

FinanceThe alternative asset industry runs on insurance money. (axios.com)The pool construction business is getting rolled up by private equity. (pitchbook.com)Mark Walters and Magic Johnson's business interests are inextricably linked. (bloomberg.com)The rate of shopping mall closures is slowing. (wsj.com)AIAI pacing is not pausing. (thezvi.substack.com)What does pacing even mean? (tomtunguz.com)If AGI is a potentially dangerous technology, how can it be publicly traded? (acadian-asset.com)Doomer sentiment doesn't really help to solve problems. (theargumentmag.com)Stay in touchDon't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)EconomyInflation isn't going down any time soon. (mrzepczynski.blogspot.com)Consumer spending remains robust despite spreading inflation. (thetranscript.substack.com)Is automation going to kill the gig economy? (ft.com)Earlie