MarketsYou don't need ZIRP for crazy stuff to happen in the stock market. (sherwood.news)Timing the meme stock mania is tough. (etf.com)GoogleAI-powered search disconnects us from the web. (platformer.news)How can Google assure us that AI-powered search isn't hallucinating? (theatlantic.com)How will AI search affect Google's advertising business? (wired.com)WalmartAmazon...

PodcastsBarry Ritholtz talks with Andrew Slimmon of Morgan Stanley ($MS) about dealing with concentrated portfolios. (ritholtz.com)Peter Lazaroff talks with Khe Hy about the pursuit of meaningful wealth. (peterlazaroff.com)Morgan Housel on why the long run is made up of a bunch of short runs. (open.spotify.com)Social SecurityIs Social Security going...

DiversificationThe S&P 500 is now nearly 40% of global market cap. (apolloacademy.com)International diversification requires a long time horizon. (awealthofcommonsense.com)StrategyInvestment misses are inevitable. (morningstar.com)Don't confuse selling calls with income. (rogersplanning.blogspot.com)Gold won't save you if stuff really hits the fan....

ModelingHow much can machine learning techniques help in model making? (aqr.com)Fancier models don't necessarily estimate the ERP better. (alphaarchitect.com)The case for ensemble models. (mrzepczynski.blogspot.com)Can AI replace stock analysts? (papers.ssrn.com)ResearchCrashes are the bane of momentum investors. (mrzepczynski.blogspot.com)Why time...

NetflixDon't be surprised if Netflix ($NFLX) starts airing NFL games. (spyglass.org)How Netflix ($NFLX) became the future of television. (theirrelevantinvestor.com)BREITHow has BREIT shrugged off the downturn in commercial real estate? (insights.finominal.com)Why private real estate may not belong in a structure like BREIT. (citywire.com)Fund managementWhy...

PodcastsDaniel Crosby talks with Naomi Win about why we hate uncertainty so much. (standarddeviationspod.com)Brendan Frazier talks with Emily Koochel about combining technology and financial psychology. (podcasts.apple.com)The bizWhat Goldman Sachs ($GS) hopes to achieve in the RIA custody business. (barrons.com)Why Focus decided to merge Buckingham...