Thursday links: important economic risks

MarketsIs hyperscaler borrowing really driving rates higher? (ft.com)Why everyone is freaking out about rates. (wsj.com)30-year mortgage rates are well over 7%. (axios.com)BooksInsights from Peter Lazaroff's new book "The Perfect Portfolio: A Proven Guide to Smart Investing for Long-Term Success." (novelinvestor.com)Vishal Khandelwal talks with Ian Cassel, author of "Stock Picker: How to develop the mindset, temperament, and strategy to outperform Wall Street." (youtube.com)Barry Ritholtz talks with Owen Zidar and Eric Zwick, co-authors of "The Everywhere Millionaire." (ritholtz.com)GamblingThe ETF industry with new ways to gamble. (etf.com)When a trading card hobby turns into problematic gambling. (gq.com)FinanceHow the BSE and NSE are battling for stock market supremacy in India. (economist.com)Separate accounts are the new hedge funds. (reuters.com)AIMeta ($META) is all-in on Muse. (spyglass.org)Insurers and hospitals are wielding AI tools over billing. (nytimes.com)The killer