Semiquincententacles

Semiquincententacles

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The Summer I Turned Pretty

I mean pretty as an adverb, as in pretty cautious on cyber risks, open and closed weight challenges to the frontier labs seeking to go public and some market technicals related to AI. Watch the video 

Home Alone: inflation and the new Fed chair; investing in China’s AI ecosystem; Prediction markets

The new Fed chair Kevin Warsh, like Kevin McCallister in Home Alone, faces a lonely vigil: survive until the adults get home again. The latest on inflation, rising Treasury yields, shrinking equity risk premia and pressure from the White House. Also: investing in China’s home-gro ...  Show more

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