Meet Your New Digital Chief of Staff: Meta’s Muse

Meet Your New Digital Chief of Staff: Meta’s Muse Meta’s Muse, introduced in September, aims to bring AI agents to the masses. With some minor revisions, here’s is what Google AI says it can do for you. The era of the simple AI chatbot conversations is giving way to something entirely new: the era of […]
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Volatility Is Part of Investing. The Question Is How You Prepare for It.

Volatility Is Part of Investing. The Question Is How You Prepare for It. With the recent volatility in markets and interest rates moving higher, I’ve been getting the same question from a number of clients: What should we be doing with our portfolios? My answer starts with something very simple. There will always be something […]
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A Global Repricing of Money

A Global Repricing of Money Global interest rates are rising rapidly because of a structural shift fueled by stubborn inflation, swelling government deficits, and aggressive borrowing for artificial intelligence infrastructure. This upward pressure has ended the post-2008 era of cheap capital, forcing central banks and global markets to adjust to a higher-for-longer rate environment. The […]
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AI Guardrails: Essential Safeguard or Competitive Moat?

AI Guardrails: Essential Safeguard or Competitive Moat? The debate over AI guardrails is often framed as a simple choice: protect society through regulation or prioritize rapid innovation. Within this debate is the core tension of whether rules designed to ensure safety will inadvertently entrench the dominance of tech giants. The challenge for policymakers is to […]
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Is AI Spending Translating Into Profits for Companies?

Is AI Spending Translating Into Profits for Companies? Yes, but not everywhere, and certainly not equally. There is a tendency with every major technological cycle to gravitate toward one of two extremes. Either the technology is going to change everything immediately, or the enormous amount of spending proves we are in a bubble. I don’t […]
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Data Center Deficit: The Political Crisis Quietly Threatening AI

Data Center Deficit: The Political Crisis Quietly Threatening AI While investors fret over a potential financial bubble driven by soaring tech valuations and massive infrastructure spending, the true vulnerability of the artificial intelligence boom lies in the physical world. The critical bottleneck is not a lack of commercial demand or technological utility, but rather the […]
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Inflation on the Front Burner

Inflation on the Front Burner Fed Chair Warsh’s speech at Jackson Hole on Friday had a clear message: the Fed is not declaring victory on inflation, does not view the economy as broadly weak, and will not pre-announce its next move. If upcoming data do not demonstrate faster, durable progress toward 2% inflation, Warsh’s framework […]
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