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At The Money: Who Is Wealthy in America, and How Did They Get Rich? September 23, 2026 We know America is a rich nation, but do you know exactly how rich? And who holds all of that wealth? Full transcript below. ~~~ About this week’s guest: Owen Zidar is professor of Economics and… Read More The post At The Money: Who
It’s the end of September, and that means I am busy working on the Q4 quarterly call (out early October). I decided to surface to share two tables I find absolutely fascinating. The first table (above) compares the 10-year bonds and the 30-year fixed-rate mortgage across two distinct time periods: The present era, back
My Monday back-to-work morning reads: • Booms, Bombs and Bonds: Interest Rates, Part I: Paul Krugman on why serious analysts talk about bonds while cable touts talk about stocks. Equity prices are a notoriously unreliable read on the economy; the bond market is where the real information lives. (Paul Krugman) • The Co
This week, I speak with Adam Frank, Managing Director and Head of Wealth Planning and Advice at J.P. Morgan Wealth Management. We discuss his time at Bear Stearns as the company was acquired by J.P. Morgan Chase, as well as his start in law before pivoting to wealth planning. They discuss building… Read More The post M
My end-of-week morning reads: • Tokens Too Cheap to Meter. The price of using machine learning intelligence is decreasing by several orders of magnitude a year and shows no signs of slowing. We are likely to see LLMs integrated into every part of computing as infrastructure, not just as a product, in the next year… Rea
My Autumn Equinox morning reads: • ‘Crisis even bigger than Covid’: American business owners are barely getting by. Around the country, American business owners across myriad industries say they’re in a similar boat. A closely watched monthly survey from the Institute for Supply Management raised eyebrows earlier this
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How DraftKings Uses A.I. to Target the Gamblers Likeliest to Lose: Jenny Vrentas on the machine-learning model DraftKings built from customer betting records to aim its hundreds of m
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Hierarchy of Money: Some money is better than others. This is foundational to how money and banking works. I explore this idea and its many consequences, without any prerequisite
My morning reads: • “If You Want to Bet on the End of the World…”: Puck sits down with Mark Spitznagel on the art of cool bullishness — and what tail-risk hedging looks like from here. Hedge fund prophet Mark Spitznagel, the ultimate black swan investor, is feeling surprisingly bullish these days, expecting one last e
My Two-for-Tuesday morning reads: • Innovation Is Driving a New Bull Market in Biotech. Biotechnology stocks are soaring this year as medical advances and merger activity rekindle investor interest. More gains lie ahead, our healthcare panel says. (Barron’s) • Is an Agentic Bank Run Coming? Muse and similar agentic AI
The transcript from this week’s MiB: Adam Frank, JPMorgan Wealth Management’s Head of Wealth Planning and Advice, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your fa
I am not usually in the city on Fridays. But Robin Wigglesworth, in from Oslo for 0only as few days, led to me coming in on a Friday to record an MiB about his new book, “A Fabulous Debt: The Epic Story of How Bonds Built the Modern World.” More on this in a… Read More The post We Misunderstand Where Wealth Comes From
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