Invest Like the Best with Patrick O'Shaughnessy

Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]

The thing that's so interesting about private markets is that the fundamental informational advantage is not that you have better data — it's that you have access to data at all. In public markets, everyone has the same 10-K. In private markets, whether you get the information memo is itself a function of your network and reputation.

Throughline

Prediction markets are making a 150-year comeback | Throughline

And in several cases, there's evidence suggesting that the anonymous people who made these bets may have had insider information.

The a16z Show

Balaji on Why AI Raises the Cost of Verification

AI simultaneously reduces the cost of creation and increases the cost of verification, and what that tension means for the shape of the AI economy.

Prof G Markets

Brutal Quarter Ends With a Rally — But Risks Are Rising | Prof G Markets

When you're really kind of starving for accurate information uh you know out of out of both sides in terms of what is the condition of the straight of Hormuz uh how is it you know what what is the traffic look like? What is the potential for that to get back online? what is the the knock-on effect going to be for the global economy? all of these, you know, unanswered questions. Um, I think that just makes markets, uh, you know, a little bit more aggressive and volatile when you get any snippet of good news

Mixed Signals

Gavin Newsom on 'Sick' FCC Threats, David Ellison, & Getting Trump's Personal Cell Phone Number

It's not what is said now, it's not it's what's not said. It's what's not reported and it's happening.

Invest Like the Best with Patrick O'Shaughnessy

John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

cultivating the best seat in your industry – the seat with the best perspective, the most information, the best systems