Book Review: Markets in Chaos
Markets in Chaos: A History of Market Crises around the World. 2024. Brendan Hughes, CFA. Business Expert Press. Should history teach or merely inform? This question lies at the heart…
Investing in U.S. Financial History: Three Principles, Three Excerpts
“There can be few fields of human endeavor in which history counts for so little as in the world of finance. Past experience, to the extent that it is part…
Periodic Face-to-Face
Improvements in communications technology have led an increasing number of teams that work in a Remote-First style, a trend that was boosted by the forced isolation of Covid-19 pandemic. But…
2024 US Wealth Management Outlook: In with Alternatives?
New Year, New Investments Many of us have crawled into 2024 with a sense of cautious optimism that the mental battering we all took in 2023 won’t repeat itself. While…
AI’s Carbon Footprint: Balancing Innovation with Sustainability
In the ever-evolving landscape of artificial intelligence (AI), the trends point toward an insatiable appetite for larger, more powerful models. Large language models (LLMs) have become the torchbearers of this…
The Low-Volatility Factor and Occam’s Razor
Pim van Vliet, PhD, is the author of High Returns from Low Risk: A Remarkable Stock Market Paradox, with Jan de Koning. The low-volatility premium may be the most compelling…
Engineering Practices for LLM Application Development
We recently completed a short seven-day engagement to help a client develop an AI Concierge proof of concept (POC). The AI Concierge provides an interactive, voice-based user experience to assist…
Steve Blank Apple Vision Pro – Tech in the Search of a Market
A version of this article previously appeared in Fortune. If you haven’t been paying attention Apple has started shipping its Apple Vision Pro, its take on a headset that combines…
Klarna’s CEO embraced AI by telling OpenAI’s Sam Altman, “I want Klarna to be your favorite guinea pig”
Klarna CEO Sebastian Siemiatkowski knows we’re all obsessed with IPOs. When I ask about the IPO-shaped elephant-in-the-room, Siemiatkowski is clear on the plan, and flexible on the timeline: He wants…
Thrive Capital has invested in more than a dozen other VC firms from its growth fund
With his venture capital firm, Thrive Capital’s Joshua Kushner has backed high-flying startups like Stripe and OpenAI. He has also invested in more than a dozen other venture capital funds,…
