From the crew at Morning Brew: Favorite Podcasts, “some of our favorites, grouped by subject matter. We also threw in...
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Ivy League Endowments Make the Same Old Mistakes Hedge funds and natural resources underperformed. New investments in private equity look...
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My midweek morning train reads: • Bond-Trading Bots on Verge of Becoming Masters of the Universe (Bloomberg) • When Will the Party Be...
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Cool data + graphics from Rentonomics: • 50 years ago, over 75% of 26-year-olds were married and living with their spouse; today, its...
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I am a fan of Campbell Harvey, economics professor at Duke University, and a partner at Research Affiliates. I’ve referenced his...
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Source: Markov Processes International I am in the midst of researching numerous endowments and pension fund investment...
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My Two-for-Tuesday morning train reads: • ETFs Get All the Buzz, but Mutual Funds Still Dominate. There’s a Reason. (Wall Street...
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Can we talk ourselves into a stock market bubble? A recession? Why would the story of an economic theory drawn on a napkin have so much...
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My favorite quarterly chartbook is out via JPMorgan: Source: JPMorgan:
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My morning train reads: • Wall Street Brokers Missed the Index-Funds Memo (Wall Street Journal) • The Best Economic News No One Wants...
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