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Kieran Goodwin: Asset liability mismatches can trigger liquidity and credit crunches, the importance of options in distressed markets, and the challenges of starting a hedge fund | Capital Allocators
Marco Argenti: AI will disrupt legacy software companies by 2026, the importance of data quality for effective AI, and how AI is evolving into a powerful personal assistant | Odd Lots
Brett Adcock: Electric humanoid robots are revolutionizing home automation, AI will drive unprecedented productivity, and the next 36 months will see transformative tech advancements | Shawn Ryan Show
Jeff Park: Technological advancements are driving deflation in labor value, demographic decline presents economic headwinds, and the aging population will create more sellers than buyers in asset markets | Bankless
Ruth Judson: TIC data’s limitations hinder foreign investment insights, the Fed’s diminishing focus on monetary aggregates, and the TGA’s impact on currency demand volatility | Macro Musings
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