https://www.joingoldenage.com/p/even-after-the-first-hike-of-theThe Scuttlebutten2026-09-17T10:32:05+00:00Even After the First Hike of the Cycle, Rates Are Only at Neutralhttps://www.joingoldenage.com/p/1t-of-property-debt-was-struck-500bpsThe Scuttlebutten2026-09-17T08:54:47+00:00$1T of property debt was struck 500bps below today's rates — North Bridge CEOhttps://www.joingoldenage.com/p/no-longer-science-projects-bloombergnefs-b55The Scuttlebutten2026-09-17T08:54:45+00:00"No longer science projects": BloombergNEF's mobility head on robotaxishttps://www.joingoldenage.com/p/no-longer-science-projects-bloombergnefsThe Scuttlebutten2026-09-17T08:52:36+00:00"No longer science projects": BloombergNEF's mobility head on robotaxishttps://www.joingoldenage.com/p/justice-department-subpoenas-to-jeromeThe Scuttlebutten2026-09-17T08:43:39+00:00Justice Department subpoenas to Jerome Powell were quashed — Bloomberg Lawhttps://www.joingoldenage.com/p/columbia-law-professor-most-of-huaweisThe Scuttlebutten2026-09-17T08:36:21+00:00Columbia law professor: most of Huawei's margin is earned outside the United Stateshttps://www.joingoldenage.com/p/87-of-ev-investment-went-into-redThe Scuttlebutten2026-09-17T08:33:33+00:0087% of EV investment went into red states, says Reuters' US autos editorhttps://www.joingoldenage.com/p/miris-president-on-the-ai-math-proofThe Scuttlebutten2026-09-17T08:28:32+00:00MIRI's president on the AI math proof: "a swarm of 10,000 agents running for 11 days"https://www.joingoldenage.com/p/equity-mates-the-asx-200-growth-indexThe Scuttlebutten2026-09-17T08:24:34+00:00Equity Mates: the ASX 200 growth index is down 10.25% over 12 monthshttps://www.joingoldenage.com/p/ai-labs-alignment-means-an-ai-thatThe Scuttlebutten2026-09-17T08:19:34+00:00AI labs' alignment means an AI that won't kill 100% of humanity, says an astrophysicisthttps://www.joingoldenage.com/p/brazils-inter-grows-30-a-year-andThe Scuttlebutten2026-09-17T08:13:30+00:00Brazil's Inter grows 30% a year and trades at 8x earnings — Chit Chat Stockshttps://www.joingoldenage.com/p/moodys-chief-economist-the-10-yearThe Scuttlebutten2026-09-17T08:06:23+00:00Moody's chief economist: the 10-year was below 4% the day before the US bombed Iranhttps://www.joingoldenage.com/p/thats-not-a-viable-product-buy-holdThe Scuttlebutten2026-09-17T08:03:05+00:00"That's not a viable product": Buy Hold Rant on the AI safety fighthttps://www.joingoldenage.com/p/afr-markets-reporter-on-cathie-woodThe Scuttlebutten2026-09-17T08:03:00+00:00AFR markets reporter on Cathie Wood: "Her fund fell 23% in 2021 and then 67% in 2022"https://www.joingoldenage.com/p/wheres-your-ed-at-writer-11-ai-insidersThe Scuttlebutten2026-09-17T07:58:49+00:00Where's Your Ed At writer: 11 AI insiders want a slowdown, none has said what it meanshttps://www.joingoldenage.com/p/91-of-pe-backed-cfos-cant-size-theirThe Scuttlebutten2026-09-17T07:08:47+00:0091% of PE-backed CFOs can't size their AI budget, Accordion findshttps://www.joingoldenage.com/p/an-october-hike-is-now-about-a-45The Scuttlebutten2026-09-17T07:07:24+00:00An October hike is now about a 45% probability — Prosper Trading Academy CEOhttps://www.joingoldenage.com/p/100-of-the-s-and-ps-2026-return-isThe Scuttlebutten2026-09-17T07:05:30+00:00100% of the S&P's 2026 return is earnings growth, says Franklin Templeton's strategisthttps://www.joingoldenage.com/p/carson-macro-strategist-on-circuitThe Scuttlebutten2026-09-17T06:55:49+00:00Carson macro strategist on circuit boards: "up 65% annualized over the last 3 months"https://www.joingoldenage.com/p/sherwoods-markets-editor-apple-isThe Scuttlebutten2026-09-17T06:55:49+00:00Sherwood's markets editor: Apple is where you hide from hyperscaler AI capexhttps://www.joingoldenage.com/p/top-100-enterprise-token-budgetsThe Scuttlebutten2026-09-17T06:55:47+00:00Top-100 enterprise token budgets are up 2-5x in a year, Bloomberg Intelligence findshttps://www.joingoldenage.com/p/westwood-ceo-order-a-big-gas-turbineThe Scuttlebutten2026-09-17T06:34:41+00:00Westwood CEO: order a big gas turbine today and you'd be lucky to get it by 2030https://www.joingoldenage.com/p/the-only-guarantee-we-can-get-isThe Scuttlebutten2026-09-17T06:31:41+00:00"The only guarantee we can get is that they are not safe": UC Berkeley professor on AIhttps://www.joingoldenage.com/p/diesel-is-250-a-barrel-and-the-cpiThe Scuttlebutten2026-09-17T06:29:48+00:00Diesel is $250 a barrel and the CPI does not include it — Sankey Research's presidenthttps://www.joingoldenage.com/p/fixed-income-etf-flows-hit-a-recordThe Scuttlebutten2026-09-17T06:27:18+00:00Fixed income ETF flows hit a record $440B this year, says VettaFi's head of researchhttps://www.joingoldenage.com/p/the-largest-us-capital-spending-boomThe Scuttlebutten2026-09-17T06:24:42+00:00The largest US capital-spending boom in 150 yrs is lifting real rates, HB Wealth findshttps://www.joingoldenage.com/p/i-said-the-10-year-note-is-the-riskThe Scuttlebutten2026-09-17T06:18:35+00:00"I said the 10-year note is the risk asset": Macro Risk Advisors CEO on hedginghttps://www.joingoldenage.com/p/kpmg-chief-economist-even-after-theThe Scuttlebutten2026-09-17T06:16:37+00:00KPMG chief economist: even after the hike, rates are only at neutralhttps://www.joingoldenage.com/p/likefolio-co-founder-on-retail-consumerThe Scuttlebutten2026-09-17T06:16:36+00:00LikeFolio co-founder on retail: "consumer demand for Home Depot plus 15% year-over-year"https://www.joingoldenage.com/p/a-20-chance-the-us-goes-socialistThe Scuttlebutten2026-09-17T06:02:52+00:00A 20% chance the US goes socialist, Interactive Brokers' chairman findshttps://www.joingoldenage.com/p/a-credibility-hike-the-data-didntThe Scuttlebutten2026-09-17T05:58:06+00:00A credibility hike the data didn't require — Wolfe Research's chief economisthttps://www.joingoldenage.com/p/picking-6-systemic-risks-at-onceThe Scuttlebutten2026-09-17T05:58:06+00:00Picking 6 systemic risks at once was the mistake, says Domini's CEOhttps://www.joingoldenage.com/p/fortell-ceo-airpods-are-clinicallyThe Scuttlebutten2026-09-17T05:52:43+00:00Fortell CEO: AirPods are clinically valid audiometers you can use at homehttps://www.joingoldenage.com/p/atlassians-chief-ai-officer-on-theThe Scuttlebutten2026-09-17T05:52:42+00:00Atlassian's chief AI officer on the SaaS threat: "We are in 85% of the Fortune 500"https://www.joingoldenage.com/p/theres-really-almost-no-incentivesThe Scuttlebutten2026-09-17T05:46:49+00:00"There's really almost no incentives to invest in people": ex-Commerce Secretary on AIhttps://www.joingoldenage.com/p/a-us-solar-industry-costs-less-thanThe Scuttlebutten2026-09-17T05:42:52+00:00A US solar industry costs less than one hyperscaler's data centers, says Swift Solar CEOhttps://www.joingoldenage.com/p/not-one-paragraph-of-a-12-page-carThe Scuttlebutten2026-09-17T05:41:39+00:00Not one paragraph of a 12-page car loan is required by law — Tesla's former presidenthttps://www.joingoldenage.com/p/80-of-voters-have-a-negative-viewThe Scuttlebutten2026-09-17T05:37:26+00:0080% of voters have a negative view of AI, PIMCO's public policy head findshttps://www.joingoldenage.com/p/the-war-for-talent-is-bigger-thanThe Scuttlebutten2026-09-17T05:29:32+00:00"The war for talent is bigger than it's ever been": Goldman's PE co-head on AIhttps://www.joingoldenage.com/p/bone-fide-wealths-founder-and-itsThe Scuttlebutten2026-09-17T05:29:32+00:00Bone Fide Wealth's founder and its legal director: Gen Z couples rush to joint accountshttps://www.joingoldenage.com/p/apollo-president-on-sports-debt-youreThe Scuttlebutten2026-09-17T05:27:33+00:00Apollo President on sports debt: "You're loaning 10, 15, 20 cents on the dollar"https://www.joingoldenage.com/p/the-seed-round-is-now-the-old-seriesThe Scuttlebutten2026-09-17T05:13:39+00:00The seed round is now the old Series A, says Glasswing's managing partnerhttps://www.joingoldenage.com/p/real-s-and-p-earnings-went-from-5The Scuttlebutten2026-09-17T05:11:34+00:00Real S&P earnings went from $5 to 250 since 1921, says Treussard Capital's founderhttps://www.joingoldenage.com/p/money-manager-real-s-and-p-earningsThe Scuttlebutten2026-09-17T05:08:32+00:00Money manager: real S&P earnings have grown 50x since 1921https://www.joingoldenage.com/p/your-phones-going-to-be-an-agentThe Scuttlebutten2026-09-17T05:03:59+00:00"Your phone's going to be an agent": Okta CEO on the identity problemhttps://www.joingoldenage.com/p/reciprocal-research-director-on-aiThe Scuttlebutten2026-09-17T05:02:39+00:00Reciprocal Research director on AI self-improvement: "closer to one year than five"https://www.joingoldenage.com/p/hundreds-of-cpus-go-into-one-robotThe Scuttlebutten2026-09-17T04:57:44+00:00Hundreds of CPUs go into one robot, and supply is the constraint, says Arm's CEOhttps://www.joingoldenage.com/p/anthropics-slow-down-letter-is-aThe Scuttlebutten2026-09-17T04:57:44+00:00Anthropic's "slow down" letter is a capital raise in disguise — Lumida CEOhttps://www.joingoldenage.com/p/getting-a-kilogram-to-orbit-wentThe Scuttlebutten2026-09-17T04:55:20+00:00Getting a kilogram to orbit went from $18,700 to about $150, says Baron Capital's CEOhttps://www.joingoldenage.com/p/anthropics-slowdown-memo-is-aboutThe Scuttlebutten2026-09-17T04:53:40+00:00Anthropic's slowdown memo is about going public — Lumida CEOhttps://www.joingoldenage.com/p/they-metabolize-the-natural-gas-withThe Scuttlebutten2026-09-17T04:50:35+00:00"They metabolize the natural gas with ASICs": Lumida CEO on stranded Alberta wellshttps://www.joingoldenage.com/p/i-approve-this-message-mark-carneyThe Scuttlebutten2026-09-17T04:50:35+00:00"I approve this message Mark Carney": Lumida CEO on Canada policyhttps://www.joingoldenage.com/p/palo-alto-networks-ceo-ai-is-theThe Scuttlebutten2026-09-17T04:50:34+00:00Palo Alto Networks CEO: AI is the first technology whose output keeps changinghttps://www.joingoldenage.com/p/the-next-cpi-print-starts-with-aThe Scuttlebutten2026-09-17T04:45:40+00:00The next CPI print starts with a 4 and stays there to March, says DoubleLine's CEOhttps://www.joingoldenage.com/p/warshs-own-inflation-gauge-is-40bpsThe Scuttlebutten2026-09-17T04:44:41+00:00Warsh's own inflation gauge is 40bps lower than a year ago, says Rosenberg Researchhttps://www.joingoldenage.com/p/seaport-analyst-nvidia-is-sold-outThe Scuttlebutten2026-09-17T04:41:20+00:00Seaport analyst: Nvidia is sold out for this year and probably nexthttps://www.joingoldenage.com/p/kaifeng-ceo-on-the-fed-the-marketThe Scuttlebutten2026-09-17T04:39:50+00:00Kaifeng CEO on the Fed: "the market price is seeing like 85%, 86% of September hike"https://www.joingoldenage.com/p/none-of-us-like-the-product-lightfield-32eThe Scuttlebutten2026-09-17T04:38:45+00:00"None of us like the product": Lightfield CEO on killing his own companyhttps://www.joingoldenage.com/p/china-makes-70-of-the-worlds-evsThe Scuttlebutten2026-09-17T04:38:42+00:00China makes 70% of the world's EVs, so nobody can compete — Fidelity China managerhttps://www.joingoldenage.com/p/bny-wealth-cio-the-hawks-have-toThe Scuttlebutten2026-09-17T04:37:33+00:00BNY Wealth CIO: the hawks have to explain why inflation is not higherhttps://www.joingoldenage.com/p/150bps-of-repricing-explains-theThe Scuttlebutten2026-09-17T04:34:42+00:00150bps of repricing explains the whole 10-year move, Tradition's macro advisor findshttps://www.joingoldenage.com/p/refining-stocks-up-73-vs-452-forThe Scuttlebutten2026-09-17T04:34:42+00:00Refining stocks up 73% vs 45.2% for semiconductors — Monetary Mattershttps://www.joingoldenage.com/p/none-of-us-like-the-product-lightfieldThe Scuttlebutten2026-09-17T04:28:45+00:00"None of us like the product": Lightfield CEO on pivoting away from 25M usershttps://www.joingoldenage.com/p/kaifeng-ceo-on-japans-consumer-stocksThe Scuttlebutten2026-09-17T04:24:33+00:00Kaifeng CEO on Japan's consumer stocks: "Right now, PE is 50 times"https://www.joingoldenage.com/p/former-fed-trader-two-more-hikesThe Scuttlebutten2026-09-17T04:24:33+00:00Former Fed trader: two more hikes, and the 2028 dot moved up 50bpshttps://www.joingoldenage.com/p/a-gigawatt-of-ai-factories-pays-itsThe Scuttlebutten2026-09-16T12:18:08+00:00A Gigawatt of AI Factories Pays Its Cost Back in About 1 Yearhttps://www.joingoldenage.com/p/us-energy-secretary-the-saudi-pipelineThe Scuttlebutten2026-09-16T11:41:40+00:00US Energy Secretary: the Saudi pipeline outage will be measured in dayshttps://www.joingoldenage.com/p/virginia-senator-data-centers-shouldThe Scuttlebutten2026-09-16T11:37:36+00:00Virginia senator: data centers should lose bonus depreciation until they meet standardshttps://www.joingoldenage.com/p/former-fed-governor-the-credibilityThe Scuttlebutten2026-09-16T11:32:52+00:00Former Fed governor: the credibility argument amounts to people posting mean tweetshttps://www.joingoldenage.com/p/hsbcs-multi-asset-chief-almost-45The Scuttlebutten2026-09-16T11:25:43+00:00HSBC's multi-asset chief: almost 45 Nasdaq 100 names have lost 10 points of multiplehttps://www.joingoldenage.com/p/bloomberg-reporters-16-of-pharmaThe Scuttlebutten2026-09-16T11:12:36+00:00Bloomberg reporters: 16% of pharma licensing deals involved China in 2022, now halfhttps://www.joingoldenage.com/p/former-7investing-adviser-tesla-wasThe Scuttlebutten2026-09-16T10:59:53+00:00Former 7investing adviser: Tesla was a $40B value stock, at $1.12T it's a buy-holdhttps://www.joingoldenage.com/p/standard-chartered-strategist-taiwansThe Scuttlebutten2026-09-16T10:59:10+00:00Standard Chartered strategist: Taiwan's August revenues ran 8-10%, not the usual 1-2%https://www.joingoldenage.com/p/ex-bofa-rates-chief-525-on-the-10The Scuttlebutten2026-09-16T10:50:33+00:00Ex-BofA rates chief: 5.25% on the 10-year is where the AI trade breaks, not 6%https://www.joingoldenage.com/p/hsbc-gold-analyst-central-banks-goldThe Scuttlebutten2026-09-16T10:46:01+00:00HSBC gold analyst: central banks' gold is now worth more than their Treasurieshttps://www.joingoldenage.com/p/beach-points-high-yield-head-theThe Scuttlebutten2026-09-16T10:30:03+00:00Beach Point's high yield head: the hyperscaler bond deals are priced as if they are identicalhttps://www.joingoldenage.com/p/morgan-stanleys-europe-equity-chiefThe Scuttlebutten2026-09-16T10:28:50+00:00Morgan Stanley's Europe equity chief: the 10-year discount to the US broke out in Januaryhttps://www.joingoldenage.com/p/mizuho-strategist-a-one-and-doneThe Scuttlebutten2026-09-16T10:27:49+00:00Mizuho strategist: a one-and-done hike takes the 10-year to 5.25% and then 5.5%https://www.joingoldenage.com/p/fidelitys-first-foreign-fund-managerThe Scuttlebutten2026-09-16T10:27:48+00:00Fidelity's first foreign fund manager: AI is the biggest misallocation in historyhttps://www.joingoldenage.com/p/apollos-chief-economist-the-globalThe Scuttlebutten2026-09-16T10:18:48+00:00Apollo's chief economist: the global savings glut has become a savings shortagehttps://www.joingoldenage.com/p/406-ventures-principal-ai-scribingThe Scuttlebutten2026-09-16T10:15:46+00:00.406 Ventures principal: AI scribing was adopted faster than anything, then went freehttps://www.joingoldenage.com/p/bitwise-cio-us-savings-accounts-payThe Scuttlebutten2026-09-16T10:15:46+00:00Bitwise CIO: US savings accounts pay 1 basis point, so the deposit-flight case is weakhttps://www.joingoldenage.com/p/morgan-stanleys-m-and-a-co-head-85The Scuttlebutten2026-09-16T10:15:44+00:00Morgan Stanley's M&A co-head: 8.5 months of 2026 already match all of 2025 on deal valuehttps://www.joingoldenage.com/p/thermo-fisher-ceo-ai-means-drug-companiesThe Scuttlebutten2026-09-16T10:14:42+00:00Thermo Fisher CEO: AI means drug companies run more experiments, not fewerhttps://www.joingoldenage.com/p/semis-fell-29-in-a-month-and-theThe Scuttlebutten2026-09-16T10:14:42+00:00Semis fell 29% in a month and the setup is worse now, says Niles Investment Managementhttps://www.joingoldenage.com/p/investment-committee-crowdstrikeThe Scuttlebutten2026-09-16T10:08:30+00:00Investment Committee: CrowdStrike, Fortinet and Palo Alto have all doubled this yearhttps://www.joingoldenage.com/p/premier-lacrosse-league-presidentThe Scuttlebutten2026-09-16T10:05:29+00:00Premier Lacrosse League president: free AI content is what makes live sports scarcehttps://www.joingoldenage.com/p/nvidia-has-become-a-defensive-assetThe Scuttlebutten2026-09-16T10:03:46+00:00Nvidia has become a defensive asset, says the chart analyst who runs the WRTH ETFhttps://www.joingoldenage.com/p/blackrocks-fixed-income-cio-the-fedThe Scuttlebutten2026-09-16T09:59:48+00:00BlackRock's fixed income CIO: the Fed will hike, and it will not touch inflationhttps://www.joingoldenage.com/p/investors-buy-active-managers-atThe Scuttlebutten2026-09-16T09:55:39+00:00Investors buy active managers at their peak, says Touchstone's SVP of investmentshttps://www.joingoldenage.com/p/clever-real-estate-editor-93-of-sellersThe Scuttlebutten2026-09-16T09:50:45+00:00Clever Real Estate editor: 93% of sellers who asked for a lower commission got ithttps://www.joingoldenage.com/p/satya-nadella-tell-an-agent-to-optimizeThe Scuttlebutten2026-09-16T09:47:55+00:00Satya Nadella: tell an agent to optimize working capital and it may fake the bookshttps://www.joingoldenage.com/p/shadowridge-cio-the-8-months-fromThe Scuttlebutten2026-09-16T09:43:31+00:00Shadowridge CIO: the 8 months from the midterms to June have never been negativehttps://www.joingoldenage.com/p/baseten-model-training-co-head-pacingThe Scuttlebutten2026-09-16T09:43:30+00:00Baseten model training co-head: pacing the frontier makes the labs buy more computehttps://www.joingoldenage.com/p/hsbc-strategist-some-thai-hospitalsThe Scuttlebutten2026-09-16T09:28:43+00:00HSBC strategist: some Thai hospitals get over 75% of revenue from foreign patientshttps://www.joingoldenage.com/p/carnegie-fellow-a-pause-on-frontierThe Scuttlebutten2026-09-16T09:27:49+00:00Carnegie fellow: a pause on frontier AI alone is too good a deal for China to happenhttps://www.joingoldenage.com/p/elon-musk-have-the-ai-labs-test-eachThe Scuttlebutten2026-09-16T09:17:35+00:00Elon Musk: have the AI labs test each other's models, and China would probably agreehttps://www.joingoldenage.com/p/life360-founder-going-public-stopsThe Scuttlebutten2026-09-16T09:12:45+00:00Life360 founder: going public stops the worst decisions and the generational bets toohttps://www.joingoldenage.com/p/carlyle-ceo-the-crowding-out-fromThe Scuttlebutten2026-09-16T09:04:53+00:00Carlyle CEO: the crowding out from AI spending should be expected, not fearedhttps://www.joingoldenage.com/p/bnp-paribas-strategist-5-is-not-theThe Scuttlebutten2026-09-16T09:00:02+00:00BNP Paribas strategist: 5% is not the ceiling on the 10-year, and 3 hikes won't do ithttps://www.joingoldenage.com/p/standard-chartereds-allocation-headThe Scuttlebutten2026-09-16T09:00:01+00:00Standard Chartered's allocation head: 5% is capital scarcity, not a fiscal storyhttps://www.joingoldenage.com/p/baird-strategist-the-frontier-labsThe Scuttlebutten2026-09-16T08:55:29+00:00Baird strategist: the frontier labs are worried about open source, not Chinahttps://www.joingoldenage.com/p/openai-cfo-the-ads-business-hit-1bThe Scuttlebutten2026-09-16T08:52:41+00:00OpenAI CFO: the ads business hit $1B in 7 months, the fastest-growing ad platform everhttps://www.joingoldenage.com/p/maryland-governor-data-centers-mustThe Scuttlebutten2026-09-16T08:44:38+00:00Maryland Governor: data centers must bring their own power and pay for ithttps://www.joingoldenage.com/p/salesforce-ceo-it-will-build-theThe Scuttlebutten2026-09-16T08:42:37+00:00Salesforce CEO: it will build the system for nothing and take a share of the outcomehttps://www.joingoldenage.com/p/flex-ceo-by-2035-data-centers-takeThe Scuttlebutten2026-09-16T08:40:40+00:00Flex CEO: by 2035 data centers take 20% of what the grid has availablehttps://www.joingoldenage.com/p/cerebras-ceo-18-months-at-8m-a-monthThe Scuttlebutten2026-09-16T08:32:54+00:00Cerebras CEO: 18 months at $8M a month and they still couldn't make the chiphttps://www.joingoldenage.com/p/jensen-huang-a-gigawatt-ai-factoryThe Scuttlebutten2026-09-16T08:31:44+00:00Jensen Huang: a gigawatt AI factory now returns its whole cost in about 1 yearhttps://www.joingoldenage.com/p/edward-jones-strategist-ai-capexThe Scuttlebutten2026-09-16T08:30:27+00:00Edward Jones strategist: AI capex goes from $800B this year to over $1.1T nexthttps://www.joingoldenage.com/p/london-business-school-professorThe Scuttlebutten2026-09-16T08:13:28+00:00London Business School professor: the 100 Best Companies list still beats peershttps://www.joingoldenage.com/p/unsw-ai-professor-without-ai-dataThe Scuttlebutten2026-09-16T08:09:45+00:00UNSW AI professor: without AI data-center spending Australia was heading for recessionhttps://www.joingoldenage.com/p/microcapclub-founder-most-micro-capsThe Scuttlebutten2026-09-16T08:06:30+00:00MicroCapClub founder: most micro caps deserve to be sold, not ownedhttps://www.joingoldenage.com/p/bloomberg-reporter-the-biggest-oneThe Scuttlebutten2026-09-16T08:05:33+00:00Bloomberg reporter: the biggest one-day split in 10 yrs between chips and softwarehttps://www.joingoldenage.com/p/tcws-etf-head-active-etfs-are-13The Scuttlebutten2026-09-16T07:54:13+00:00TCW's ETF head: active ETFs are 13% of the market and 40% of this year's flowshttps://www.joingoldenage.com/p/blackrocks-us-wealth-head-55000-advisorsThe Scuttlebutten2026-09-16T07:53:32+00:00BlackRock's US wealth head: 55,000 advisors now ask it to build the portfoliohttps://www.joingoldenage.com/p/unhedged-if-the-robots-kill-us-allThe Scuttlebutten2026-09-16T07:53:31+00:00Unhedged: if the robots kill us all, nobody is counting, so stay fully investedhttps://www.joingoldenage.com/p/vaneck-ceo-the-air-is-coming-outThe Scuttlebutten2026-09-16T07:52:47+00:00VanEck CEO: the air is coming out of the AI trade, and he is still overweight semishttps://www.joingoldenage.com/p/money-flows-analyst-ais-ceos-wantThe Scuttlebutten2026-09-16T07:51:54+00:00Money Flows analyst: AI's CEOs want regulation because it keeps competitors outhttps://www.joingoldenage.com/p/franklin-templeton-strategist-theThe Scuttlebutten2026-09-16T07:51:53+00:00Franklin Templeton strategist: the modeling says 20–30% in alternatives, not 5–6%https://www.joingoldenage.com/p/bloomberg-intelligence-analyst-todaysThe Scuttlebutten2026-09-16T07:41:31+00:00Bloomberg Intelligence analyst: today's models are already good enough to carry demandhttps://www.joingoldenage.com/p/z-ben-advisors-ceo-china-is-buildingThe Scuttlebutten2026-09-16T07:41:30+00:00Z-Ben Advisors CEO: China is building a gold reserve asset, not a reserve currencyhttps://www.joingoldenage.com/p/clari-ceo-at-least-one-stalled-aiThe Scuttlebutten2026-09-16T07:33:42+00:00Clari CEO: at least one stalled AI startup a day comes looking for a buyerhttps://www.joingoldenage.com/p/former-secretary-of-state-the-goalThe Scuttlebutten2026-09-16T07:32:46+00:00Former Secretary of State: the goal in Iran is normal shipping, not the nuclear programhttps://www.joingoldenage.com/p/70-of-hyperscaler-ai-revenue-comesThe Scuttlebutten2026-09-15T22:13:39+00:0070% of Hyperscaler AI Revenue Comes From Anthropic and OpenAIhttps://www.joingoldenage.com/p/daily-tech-news-show-anthropic-hasThe Scuttlebutten2026-09-15T19:12:02+00:00Daily Tech News Show: Anthropic has picked Nasdaq for an October IPO at $2.3Thttps://www.joingoldenage.com/p/justin-wolfers-labors-share-of-incomeThe Scuttlebutten2026-09-15T19:05:35+00:00Justin Wolfers: labor's share of income is the smallest in recorded historyhttps://www.joingoldenage.com/p/faraj-aalaei-90-of-chip-engineersThe Scuttlebutten2026-09-15T18:58:06+00:00Faraj Aalaei: 90% of chip engineers' time is work a model can already dohttps://www.joingoldenage.com/p/acquireds-hosts-1000-in-home-depotsThe Scuttlebutten2026-09-15T18:55:46+00:00Acquired's hosts: $1,000 in Home Depot's 1981 IPO is worth $34M todayhttps://www.joingoldenage.com/p/owen-zidar-and-eric-zwick-main-streetThe Scuttlebutten2026-09-15T18:50:41+00:00Owen Zidar & Eric Zwick: Main Street millionaires hold 13x the Forbes 400's wealthhttps://www.joingoldenage.com/p/mitchell-green-the-same-ferrari-sellsThe Scuttlebutten2026-09-15T18:49:37+00:00Mitchell Green: the same Ferrari sells for about twice as much here as in Europehttps://www.joingoldenage.com/p/scott-keogh-scout-starts-in-the-highThe Scuttlebutten2026-09-15T18:43:40+00:00Scott Keogh: Scout starts in the high fifties, against rivals in the high seventieshttps://www.joingoldenage.com/p/nico-wittenborn-bending-spoons-isThe Scuttlebutten2026-09-15T18:38:37+00:00Nico Wittenborn: Bending Spoons is often the only serious bidder, so it sets the pricehttps://www.joingoldenage.com/p/michael-youngworth-a-third-of-theThe Scuttlebutten2026-09-15T18:33:17+00:00Michael Youngworth: a third of the convertible market is now an AI tradehttps://www.joingoldenage.com/p/lucas-schuermann-you-cannot-rebuildThe Scuttlebutten2026-09-15T18:18:46+00:00Lucas Schuermann: you cannot rebuild 40 years of market depth on a crypto order bookhttps://www.joingoldenage.com/p/hsbcs-macro-team-a-september-hikeThe Scuttlebutten2026-09-15T18:14:46+00:00HSBC's macro team: a September hike is close to 50-50 and the 10-year ends 2026 at 4.65%https://www.joingoldenage.com/p/danielle-rios-the-gpus-telcos-areThe Scuttlebutten2026-09-15T18:09:37+00:00Danielle Rios: the GPUs telcos are buying go obsolete in 18 months, not 5 yearshttps://www.joingoldenage.com/p/cs-venkatakrishnan-barclays-was-onThe Scuttlebutten2026-09-15T18:05:46+00:00C.S. Venkatakrishnan: Barclays was on 9 of the 10 big IPOs in the first halfhttps://www.joingoldenage.com/p/tim-sanders-50-of-b2b-software-buyersThe Scuttlebutten2026-09-15T18:05:45+00:00Tim Sanders: 50% of B2B software buyers now open a chatbot before Googlehttps://www.joingoldenage.com/p/kenneth-rogoff-the-dollars-exorbitantThe Scuttlebutten2026-09-15T17:59:30+00:00Kenneth Rogoff: the dollar's exorbitant privilege peaked around 2015https://www.joingoldenage.com/p/kara-swishers-panel-flock-is-in-40The Scuttlebutten2026-09-15T17:58:47+00:00Kara Swisher's panel: Flock is in 40% of the US and police need no warrant to searchhttps://www.joingoldenage.com/p/david-sacks-slow-down-if-you-wantThe Scuttlebutten2026-09-15T17:50:44+00:00David Sacks: slow down if you want, but stop asking for antitrust waivershttps://www.joingoldenage.com/p/trey-reik-entitlements-interest-andThe Scuttlebutten2026-09-15T17:48:39+00:00Trey Reik: entitlements, interest and veterans' affairs are 105% of receiptshttps://www.joingoldenage.com/p/the-canadian-investors-hosts-theThe Scuttlebutten2026-09-15T17:46:37+00:00The Canadian Investor's hosts: the brands survived bankruptcy, the shareholders did nothttps://www.joingoldenage.com/p/david-rubenstein-paying-more-interestThe Scuttlebutten2026-09-15T17:41:28+00:00David Rubenstein: paying more interest than defense is how a country weakenshttps://www.joingoldenage.com/p/subadra-rajappa-the-fed-has-to-deliverThe Scuttlebutten2026-09-15T17:38:15+00:00Subadra Rajappa: the Fed has to deliver the 25bp hike the market has priced