Thursday links: a job in a system
Fund managementDiversification is a shock absorber for Blackrock ($BLK). (wsj.com)Asset management is going to look very different in ten years. (philbak.substack.com)Prediction marketsJoe Weisenthal and Tracy Alloway talk with Thomas Peterffy, founder and Chairman of Interactive Brokers ($IBKR), about prediction markets. (podcasts.apple.com)Eric Balchunas and Joel Weber talk with Matt Hougan, CIO of Bitwise, about how prediction market ETFs would work. (podcasts.apple.com)TBPNWhy OpenAI bought TBPN. (npr.org)The TBPN deal has unleashed more podcast acquisition talk. (theankler.com)GLP-1sWhere the GLP-1 market stands. (sherwood.news)Novo Nordisk ($NVO) is launching a high dose Wegovy. (wsj.com)Eli Lilly's ($LLY) GLP-1 pill, Foundayo, is easier to take. (biopharmadive.com)GLP-1 drugs have been found to improve symptoms of arthritis, even without weight loss. (refractor.io)An experiment with microdosing GLP-1s to treat disease. (jodiettenberg.com)GlobalWhere does the U.S. stand vs. befor
Fund management
- Diversification is a shock absorber for Blackrock ($BLK). (wsj.com)
- Asset management is going to look very different in ten years. (philbak.substack.com)
Prediction markets
- Joe Weisenthal and Tracy Alloway talk with Thomas Peterffy, founder and Chairman of Interactive Brokers ($IBKR), about prediction markets. (podcasts.apple.com)
- Eric Balchunas and Joel Weber talk with Matt Hougan, CIO of Bitwise, about how prediction market ETFs would work. (podcasts.apple.com)
TBPN
- Why OpenAI bought TBPN. (npr.org)
- The TBPN deal has unleashed more podcast acquisition talk. (theankler.com)
GLP-1s
- Where the GLP-1 market stands. (sherwood.news)
- Novo Nordisk ($NVO) is launching a high dose Wegovy. (wsj.com)
- Eli Lilly's ($LLY) GLP-1 pill, Foundayo, is easier to take. (biopharmadive.com)
- GLP-1 drugs have been found to improve symptoms of arthritis, even without weight loss. (refractor.io)
- An experiment with microdosing GLP-1s to treat disease. (jodiettenberg.com)
Global
- Where does the U.S. stand vs. before the Iran war? (danieldrezner.substack.com)
- America's allies have no idea how to deal with an erratic leader. (wsj.com)
- The Swiss love their public referendum. (ft.com)
Economy
- Still no meaningful pickup in weekly initial unemployment claims. (bonddad.blogspot.com)
- The Fed is facing a tough environment. (carsongroup.com)
- Is falling labor share driving corporate profitability? (klementoninvesting.substack.com)
Earlier on Abnormal Returns
- Longform links: inverting our lives. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: increased tax complexity. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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