Finance
Investing, business, economics, crypto and building wealth.
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Fed Financial Stability Report November 2026: AI Tops the Risk List
The Federal Reserve’s November 2026 Financial Stability Report finds stretched asset prices, record hedge fund leverage, and AI as the risk market contacts name most often. The twice-yearly…
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AI Agents and Bitcoin: ChatGPT Wallet, x402 and the Money Machines Hold
AI agents are becoming economic actors, and the launch of ChatGPT Wallet next to Coinbase for Agents shows why the money they hold may end up being bitcoin.…
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Vlad Tenev: Robinhood’s GameStop Crisis and the $500 Million Phone Call
Robinhood co-founder and CEO Vlad Tenev tells David Senra how a $3 billion overnight deposit demand during the GameStop frenzy nearly sank the company, and how one phone…
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Mike Milken: Who Gets Access to Capital, From Junk Bonds to Private Credit
Mike Milken, the financier who built the high-yield bond market, tells Nicolai Tangen why “safe” credit is often the riskiest and who still gets shut out of capital.…
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Howard Marks on AI: The Most Consequential, Least Predictable Bet
In his November 2026 memo, Howard Marks poses 11 questions about investing in AI and concludes the stakes are huge while predictability is unusually low. The Oaktree Capital…
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Arthur Hayes’s AI Dilution Thesis, Tested: Unlocks, Credit and Bitcoin
Arthur Hayes argues that a wave of insider share unlocks at newly public AI giants will cap their stock prices, tighten credit for the AI build-out, slow bank…
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Nasdaq Plunges Into Correction as AI Chip Stocks Crash After Midterms
The Nasdaq Composite closed in correction territory on Thursday, November 5, 2026, after chip and AI infrastructure stocks crashed on fears that the Democratic midterm sweep will slow…
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Shaq and Alex Hormozi on Getting Rich: Save 75 Percent, Guard Your Brand
Shaquille O’Neal, Alex Hormozi, Graham Stephan, Zach Justice and Sharran Srivatsaa trade lessons on money, trust, brand and motivation around one dinner table. The episode, the first of…
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Bill Perkins on Die With Zero: Time Buckets, Future Bill and $15M Art
Bill Perkins, the natural gas trader and hedge fund manager who wrote Die With Zero, explains why your net worth should peak on a date, not at a…
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Anthropic IPO Terms: $70-$78 Range, $26B Partner Placement, $81B Run-Rate
Anthropic set its IPO price range at $70 to $78 a share on November 10, 2026, offering 825 million shares on Nasdaq as ANT at up to about…
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Shardul Shah of Index Ventures: Wiz, AI Founders and Rising Valuations
Shardul Shah, a partner at Index Ventures and the investor behind Wiz, explains why startup valuations will keep rising and why the firm backs founders before they have…
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Eric Glyman: Why Ramp Is Worth $60 Billion and Software Became Money
Ramp co-founder and co-CEO Eric Glyman explains why investors valued the company at $60 billion, why AI tokens turned software into a financial product, and why Ramp is…