CEOたちが認める：AIは雇用と生産性に影響を与えていない

関連記事

• Wall Street can't get enough bitcoin. They are falling over each other to get in the game.

  4.0

  Wall Street firms are showing increasing interest in bitcoin, with multiple institutions competing to enter the cryptocurrency market. This heightened activity reflects growing institutional adoption of digital assets.

• Robinhood is growing 2x faster than Charles Schwab in every major metric. This is why the incumbent brokerages are adopting crypto, prediction markets...

  4.0

  Robinhood is growing twice as fast as Charles Schwab across all major metrics, prompting traditional brokerages to adopt crypto, prediction markets, and tokenization strategies to remain competitive.

• The equity risk premium (ERP) is an essential ingredient in hurdle rates in corporate finance, discount rates in valuation and expected returns in fin...

  3.0

  The equity risk premium is a key component in corporate finance hurdle rates, valuation discount rates, and financial planning expected returns. A 2026 update of the author's comprehensive paper on ERP is now available for practitioners.

• Winning as an active investor is rare, and even with the few who win consistently, separating luck from skill is tough to do, and there are broad diff...

  3.0

  Active investing success is uncommon, and even among consistently successful investors, distinguishing luck from skill is difficult. There are also significant variations in market perspectives and investment strategies.

• I spoke with @jvisserlabs about why AI is creating massive shortages in chips, energy, and commodities, including what that means for inflation and ma...

  3.0

  AI is creating shortages in chips, energy, and commodities, which could impact inflation and markets. The discussion also covers why stocks keep hitting new highs despite economic pressures and examines bitcoin's potential for a major move.