Archive
2026-11-13
Concept of the day: Key-person risk
- Jensen Huang resigns as Nvidia CEO; CFO Colette Kress named interim · Bloomberg Surveillance
- Nvidia's leadership and export control scrutiny spark tech sector uncertainty · Bloomberg Surveillance
- Nvidia's AI dominance; Bloomberg launches private inflation tracker · Marketplace
- Addressing America's economic affordability and inequality crisis · Prof G Markets
- Nvidia CEO Jensen Huang resigns amid scandal; Colette Kress named interim CEO · Squawk Pod (CNBC)
- October inflation rises 0.4%; Nvidia CEO resigns amid scandals · The Indicator from Planet Money
- Nvidia board weighs ousting CEO Jensen Huang; Democrat Scott Colom wins Mississippi Senate seat · WSJ What's News
- Nvidia CEO Jensen Huang resigns; US home sales hit 16-year low · WSJ What's News
2026-11-12
Concept of the day: Common Ownership
- CoreWeave earnings boost AI stocks; jobless claims lowest since 1969 · Marketplace
- Nvidia's MegaSpeed scandal and the global AI chip race · Odd Lots (Bloomberg)
- Nvidia CEO scandal threatens US-China chip export compliance · Prof G Markets
- Index investing's equilibrium effects and behavioral wealth destruction · Rational Reminder (Ben Felix)
- High schools integrate personal finance into new AP Business curriculum · The Indicator from Planet Money
- CoreWeave earnings lift AI stocks; California rejects wealth tax · WSJ What's News
2026-11-11
Concept of the day: Market concentration
- Market Volatility Amid Mid-Term Elections and AI Trade Shifts · Animal Spirits
- Tech and AI Trade Remain Strong Despite Scrutiny and Leadership Uncertainty · Bloomberg Surveillance
- AI Stocks Rebound as Fed Hike Bets Return · Bloomberg Surveillance
- Goldman Sachs' Nicole Pullen-Ross on Sports Valuations, Media Rights, and Institutional Capital · Exchanges (Goldman Sachs)
- Discussion on Fame, Money, and Identity in Comedy · Freakonomics Radio
- Hedge fund multi-strats suffer rare October losses; option gamma accelerates stock market sell-off · Odd Lots (Bloomberg)
- Anthropic S-1 reveals $800B compute commitments and dual-class governance ahead of $2T IPO · Patrick Boyle On Finance
- North Korea steals $6.3 billion from Binance in historic crypto heist · Patrick Boyle On Finance
- How bodegas led to the Yemeni coffeehouse explosion · Planet Money
- NVIDIA's stock plummets amid scandal, raising questions about its future and the broader AI sector. · Prof G Markets
- NVIDIA's Jensen Huang Scandal and the New Republican Leadership in the House · Squawk Pod (CNBC)
- The stock market and the economy are different, but they are more closely linked than ever before. · The Indicator from Planet Money
- Tech Stocks Rebound Even As OpenAI Logs Heavy Losses · WSJ What's News
- AI Selloff Deepens, Tech Earnings Disappoint, Binance Hack · WSJ Your Money Briefing
2026-11-10
Concept of the day: Diversification
- Customization and Income Strategies in Investing · Animal Spirits
- Ben Felix's Investment Portfolio: Mostly Public Equity, Some Private Equity, a House, and Cash · Ben Felix (Common Sense Investing)
- Market stability ahead of earnings, Anthropic IPO, and inflation concerns · Bloomberg Surveillance
- John Waldron on GDP Growth, AI, and the M&A Outlook · Exchanges (Goldman Sachs)
- The podcast explores the idea of replacing traditional elections with sortition, a method of selecting public officials by random lottery, inspired by ancient Athenian democracy and the modern U.S. jury system. Sortition advocates argue that randomly selected citizens can make more informed and representative decisions than elected officials, who are often driven by ambition and partisanship. · Freakonomics Radio
- Inflation just won't quit · Marketplace
- The cost of executive blunders and the evolving role of China in global manufacturing · Marketplace
- New York City's Trash Collection System: History, Challenges, and the 'Trash Revolution' · Odd Lots (Bloomberg)
- Inside the insurance industry’s destruction lab · Planet Money
- NVIDIA CEO Jensen Huang's Affair with Alice Huang, Accused of Being a Chinese Spy, Sparks Investigation and Market Volatility · Prof G Markets
- Ben and Dan discuss their investment strategies, the importance of evidence-based financial planning, and personal financial decisions that balance wealth maximization with quality of life. · Rational Reminder (Ben Felix)
- NVIDIA Scandal, Anthropic's $100B IPO, and GTA VI Pre-Sales Dominate Today's Market Talk · Squawk Pod (CNBC)
- Why are sitcoms becoming less common in the streaming era? · The Indicator from Planet Money
- Anthropic's S1 Prospectus Reveals Rapid Growth, Complex Capital Structure, and Major Risks · The Plain Bagel
- Hotter-Than-Expected Inflation Data Has Investors Betting on a Rate Hike · WSJ What's News
- Investors Weigh Fallout from Nvidia Spy Scandal · WSJ What's News
- Midterm Election Results Spook AI Stocks, Musk Faces Scrutiny, Housing Sector Sees Mixed Signals · WSJ Your Money Briefing