https://www.joingoldenage.com/p/stonex-macro-director-after-5-yearsThe Scuttlebutten2026-09-20T09:55:53+00:00StoneX macro director: after 5 years as a bond bear, he's finally seeing value in bondshttps://www.joingoldenage.com/p/marketbeat-analysts-that-institutionalThe Scuttlebutten2026-09-20T09:43:12+00:00MarketBeat analysts: that institutional-buying spike is one pension fund's paperworkhttps://www.joingoldenage.com/p/big-short-investor-bessents-i-amThe Scuttlebutten2026-09-20T09:35:38+00:00Big Short investor: Bessent's "I am the house" is a tell, not a threathttps://www.joingoldenage.com/p/planette-ai-founder-hedge-funds-alreadyThe Scuttlebutten2026-09-20T09:26:41+00:00Planette AI founder: hedge funds already trade the El Niño most investors ignorehttps://www.joingoldenage.com/p/the-30-year-treasury-hit-537-itsThe Scuttlebutten2026-09-20T07:33:47+00:00The 30-Year Treasury Hit 5.37%, Its Highest Level Since June 2007https://www.joingoldenage.com/p/milk-roads-ai-analysts-two-of-theThe Scuttlebutten2026-09-20T06:59:35+00:00Milk Road's AI analysts: two of the three have stopped adding to AI infrastructurehttps://www.joingoldenage.com/p/fox-business-correspondent-on-trumpsThe Scuttlebutten2026-09-20T06:44:36+00:00Fox Business correspondent on Trump's AI stance: "a set of self-regulatory boundaries"https://www.joingoldenage.com/p/inflation-is-here-to-stay-formerThe Scuttlebutten2026-09-20T06:34:45+00:00"Inflation is here to stay": former US Congressman on why spending won't be cuthttps://www.joingoldenage.com/p/deal-deadlines-are-very-rarely-emergenciesThe Scuttlebutten2026-09-20T06:34:11+00:00Deal deadlines are very rarely emergencies, says a Family Office Club panelhttps://www.joingoldenage.com/p/anthropic-went-from-4b-to-65b-inThe Scuttlebutten2026-09-20T06:21:46+00:00Anthropic went from $4B to $65B in annualized revenue in a year, Big Technology findshttps://www.joingoldenage.com/p/ats-trading-solutions-researcherThe Scuttlebutten2026-09-20T06:19:35+00:00ATS Trading Solutions researcher on markets: "the bar approximated 60 attendances"https://www.joingoldenage.com/p/zerodhas-weekly-tidbits-indias-electronicsThe Scuttlebutten2026-09-20T06:11:42+00:00Zerodha's Weekly Tidbits: India's electronics deficit with China hit $43.1B in FY26https://www.joingoldenage.com/p/europe-will-miss-contracted-saudiThe Scuttlebutten2026-09-20T06:10:31+00:00Europe will miss contracted Saudi oil deliveries, says Bloomberg's statecraft leadhttps://www.joingoldenage.com/p/thats-an-asinine-reason-to-hike-futuresThe Scuttlebutten2026-09-20T05:58:31+00:00"That's an asinine reason to hike": Futures Edge on Wednesday's Fed decisionhttps://www.joingoldenage.com/p/20t-sits-in-chinese-household-savingsThe Scuttlebutten2026-09-20T05:57:21+00:00$20T sits in Chinese household savings and 7–10% own stocks, The David Lin Report findshttps://www.joingoldenage.com/p/damped-spring-cio-on-bonds-nobodyThe Scuttlebutten2026-09-20T05:55:49+00:00Damped Spring CIO on bonds: "nobody wants to own real Treasuries at 3% yield"https://www.joingoldenage.com/p/more-than-half-of-us-homes-fell-inThe Scuttlebutten2026-09-20T05:54:34+00:00More than half of US homes fell in price in 12 months — Whalen Global Advisors chairmanhttps://www.joingoldenage.com/p/the-canadian-investor-the-ai-labsThe Scuttlebutten2026-09-20T05:39:41+00:00The Canadian Investor: the AI labs are racing to become too big to failhttps://www.joingoldenage.com/p/software-gets-broader-semis-get-narrowerThe Scuttlebutten2026-09-20T05:38:41+00:00Software gets broader, semis get narrower next year, says Hedgeye portfolio managerhttps://www.joingoldenage.com/p/its-largely-a-convenient-boogeymanThe Scuttlebutten2026-09-20T05:34:40+00:00"It's largely a convenient boogeyman": former DOJ antitrust chief on AI and Chinahttps://www.joingoldenage.com/p/bny-wealth-cio-missing-the-10-bestThe Scuttlebutten2026-09-20T05:32:26+00:00BNY Wealth CIO: missing the 10 best days of the year costs 5% a year for 20 yearshttps://www.joingoldenage.com/p/an-ai-pause-cant-be-enforced-on-otherThe Scuttlebutten2026-09-20T05:28:39+00:00An AI pause can't be enforced on other countries — ex-FTC chief technologisthttps://www.joingoldenage.com/p/majid-al-futtaim-ceo-on-its-growthThe Scuttlebutten2026-09-20T05:18:21+00:00Majid Al Futtaim CEO on its growth pipeline: "north of 100 perhaps 150 billion dirhams"https://www.joingoldenage.com/p/cybersecurity-is-where-the-most-startupsThe Scuttlebutten2026-09-20T05:17:49+00:00Cybersecurity is where the most startups now work with Mars, says its digital chiefhttps://www.joingoldenage.com/p/goldman-sachs-m-and-a-co-head-thisThe Scuttlebutten2026-09-20T05:17:49+00:00Goldman Sachs M&A co-head: this is the biggest M&A year in the history of the worldhttps://www.joingoldenage.com/p/26k-entries-5-finalists-and-noneThe Scuttlebutten2026-09-20T05:16:53+00:0026K entries, 5 finalists, and none of them coded, XPRIZE founder findshttps://www.joingoldenage.com/p/i-would-never-ever-bet-against-elonThe Scuttlebutten2026-09-20T05:03:20+00:00"I would never ever bet against Elon": Positron co-founder on data centers in spacehttps://www.joingoldenage.com/p/doubleline-strategist-on-the-fedThe Scuttlebutten2026-09-20T04:58:45+00:00DoubleLine strategist on the Fed: "1.3 hikes are expected by the end of the year"https://www.joingoldenage.com/p/26-countries-tried-laser-enrichmentThe Scuttlebutten2026-09-20T04:57:13+00:0026 countries tried laser enrichment and none built a plant — LIS Technologies presidenthttps://www.joingoldenage.com/p/2-billion-is-a-drop-in-the-bucketThe Scuttlebutten2026-09-20T04:41:51+00:00"$2 billion is a drop in the bucket": Trajan Wealth CIO on Treasury buybackshttps://www.joingoldenage.com/p/getting-attention-is-easy-now-gettingThe Scuttlebutten2026-09-20T04:41:51+00:00Getting attention is easy now, getting people to stick is the hard part — a16z partnerhttps://www.joingoldenage.com/p/treat-a-400k-nest-egg-like-300m-saysThe Scuttlebutten2026-09-20T04:36:52+00:00Treat a $400K nest egg like $300M, says Armington Capital founderhttps://www.joingoldenage.com/p/link-ventures-founder-the-ai-labsThe Scuttlebutten2026-09-20T04:22:47+00:00Link Ventures founder: the AI labs asked the wrong administration for a waiverhttps://www.joingoldenage.com/p/rv-capital-founder-on-2022-i-wasntThe Scuttlebutten2026-09-20T04:21:41+00:00RV Capital founder on 2022: "I wasn't shocked that the fund went down 50%"https://www.joingoldenage.com/p/5-treasuries-leave-a-7-pension-targetThe Scuttlebutten2026-09-20T04:21:40+00:005% Treasuries leave a 7% pension target needing 2% from stocks, Thoughtful Money findshttps://www.joingoldenage.com/p/founders-who-lived-the-problem-beatThe Scuttlebutten2026-09-20T04:20:51+00:00Founders who lived the problem beat opportunists 9 to 1, says Kae Capital founderhttps://www.joingoldenage.com/p/franklin-templeton-ceo-87-of-100mThe Scuttlebutten2026-09-20T02:04:58+00:00Franklin Templeton CEO: 87% of $100M-revenue US firms are privatehttps://www.joingoldenage.com/p/founders-100-etf-portfolio-managerThe Scuttlebutten2026-09-20T01:43:34+00:00Founders 100 ETF portfolio manager: founder-led stocks beat the S&P by 3x over 30 yearshttps://www.joingoldenage.com/p/stocks-fell-just-05-on-the-most-hawkishThe Scuttlebutten2026-09-20T01:18:11+00:00Stocks fell just 0.5% on the most hawkish Fed surprise in years — Big Takehttps://www.joingoldenage.com/p/500b-of-ai-related-debt-this-yearThe Scuttlebutten2026-09-20T00:58:12+00:00$500B of AI-Related Debt This Year Is Crowding Out Other Borrowershttps://www.joingoldenage.com/p/crusoe-ceo-on-water-roughly-the-sameThe Scuttlebutten2026-09-19T23:19:35+00:00Crusoe CEO on water: "roughly the same water footprint as about 10 single family homes"https://www.joingoldenage.com/p/3000-omnis-a-month-is-100m-of-annualThe Scuttlebutten2026-09-19T23:10:12+00:003,000 Omnis a month is $100M of annual revenue, The AI XR Podcast findshttps://www.joingoldenage.com/p/us-ai-investment-is-23x-chinas-andThe Scuttlebutten2026-09-19T23:00:58+00:00US AI investment is 23x China's, and the capability gap is closing — The Prof G Podhttps://www.joingoldenage.com/p/techbuzz-china-founder-on-huaweiThe Scuttlebutten2026-09-19T22:59:46+00:00TechBuzz China founder on Huawei: "connect that into a million chip cluster"https://www.joingoldenage.com/p/hard-tech-went-from-8-to-20-of-theThe Scuttlebutten2026-09-19T22:54:35+00:00Hard tech went from 8% to 20% of the batch, Y Combinator findshttps://www.joingoldenage.com/p/3-is-the-number-that-stabilizes-debtThe Scuttlebutten2026-09-19T22:53:44+00:00"3% is the number that stabilizes debt": France's finance minister on 2029https://www.joingoldenage.com/p/canada-has-a-bit-of-a-social-licenseThe Scuttlebutten2026-09-19T22:51:45+00:00Canada has a bit of a social license for privatization, says C.D. Howe's CEOhttps://www.joingoldenage.com/p/hugging-face-passed-100m-of-revenueThe Scuttlebutten2026-09-19T22:48:47+00:00Hugging Face passed $100M of revenue in April, its co-founder sayshttps://www.joingoldenage.com/p/microsoft-ai-ceo-on-ai-safety-weThe Scuttlebutten2026-09-19T22:48:44+00:00Microsoft AI CEO on AI safety: "We should not create something that we can't control"https://www.joingoldenage.com/p/a-security-flaw-is-weaponized-inThe Scuttlebutten2026-09-19T22:47:47+00:00A security flaw is weaponized in hours now, not months, says Databricks CEOhttps://www.joingoldenage.com/p/wellington-macro-strategist-on-equitiesThe Scuttlebutten2026-09-19T22:45:46+00:00Wellington macro strategist on equities: "five to ten percent lower in stocks"https://www.joingoldenage.com/p/carlyle-co-founder-95-of-the-100The Scuttlebutten2026-09-19T22:44:51+00:00Carlyle co-founder: 95 of the 100 most popular US TV shows are live sportshttps://www.joingoldenage.com/p/merchant-west-portfolio-manager-onThe Scuttlebutten2026-09-19T22:40:49+00:00Merchant West portfolio manager on Tencent: "monetization from 1.4 billion users"https://www.joingoldenage.com/p/kastles-founders-10m-americans-payThe Scuttlebutten2026-09-19T22:40:46+00:00Kastle's founders: 10M Americans pay their mortgage by phone every monthhttps://www.joingoldenage.com/p/ariel-investments-co-ceo-that-buffettThe Scuttlebutten2026-09-19T22:38:41+00:00Ariel Investments co-CEO: "That Buffett premium over time could probably dissipate"https://www.joingoldenage.com/p/the-real-eisman-playbook-on-ratesThe Scuttlebutten2026-09-19T22:37:53+00:00The Real Eisman Playbook on rates: "500 billion in AI related debt has been raised"https://www.joingoldenage.com/p/5-is-the-middle-of-the-ground-doublelineThe Scuttlebutten2026-09-19T22:35:56+00:00"5% is the middle of the ground": DoubleLine portfolio manager on the 10-yearhttps://www.joingoldenage.com/p/private-equity-is-predicated-on-anThe Scuttlebutten2026-09-19T22:35:55+00:00"Private equity is predicated on an illiquidity premium": KKR partner on 401kshttps://www.joingoldenage.com/p/peak-energy-ceo-about-90-of-gridThe Scuttlebutten2026-09-19T22:35:52+00:00Peak Energy CEO: about 90% of grid battery failures trace to the cooling systemhttps://www.joingoldenage.com/p/stock-market-today-the-magnificentThe Scuttlebutten2026-09-19T22:35:51+00:00Stock Market Today: the Magnificent 7 trade is back on, the equal-weight S&P is nothttps://www.joingoldenage.com/p/apartment-sales-at-82-yields-retireThe Scuttlebutten2026-09-19T22:33:49+00:00Apartment sales at 8.2% yields retire debt above 8.5% — SA Corporate's CEOhttps://www.joingoldenage.com/p/nearly-every-market-is-making-newThe Scuttlebutten2026-09-19T22:33:49+00:00Nearly every market is making new highs, so he sold, says Rogers Holdings chairmanhttps://www.joingoldenage.com/p/cost-to-serve-should-fall-10-pointsThe Scuttlebutten2026-09-19T22:32:49+00:00Cost to serve should fall 10 points a year while quality rises — Chime's COOhttps://www.joingoldenage.com/p/l7-prime-south-africas-reserve-bankThe Scuttlebutten2026-09-19T22:31:50+00:00L7 Prime: South Africa's Reserve Bank will have to raise rates next weekhttps://www.joingoldenage.com/p/endowments-trail-the-public-marketsThe Scuttlebutten2026-09-19T22:30:12+00:00Endowments trail the public markets by over 1% a year, The Informed Investor findshttps://www.joingoldenage.com/p/weve-got-about-5000-rooms-of-spareThe Scuttlebutten2026-09-19T22:29:24+00:00"We've got about 5,000 rooms of spare capacity": Black Diamond CEO on $2B of bidshttps://www.joingoldenage.com/p/a-250b-deficit-worried-bond-vigilantesThe Scuttlebutten2026-09-19T22:29:23+00:00A $250B deficit worried bond vigilantes in 1983; now it's $1.5–2T — Yardeni Researchhttps://www.joingoldenage.com/p/every-stock-has-to-underwrite-toThe Scuttlebutten2026-09-19T22:29:23+00:00Every stock has to underwrite to 15% a year, says Fidelity portfolio managerhttps://www.joingoldenage.com/p/i-dont-think-that-we-will-see-a-bearThe Scuttlebutten2026-09-19T22:27:49+00:00"I don't think that we will see a bear market": Laffer Tengler CIO on AI safetyhttps://www.joingoldenage.com/p/anthropic-has-517b-of-cloud-commitmentsThe Scuttlebutten2026-09-19T22:27:48+00:00Anthropic has $517B of cloud commitments, Better Offline findshttps://www.joingoldenage.com/p/hyperscaler-capex-is-up-125-and-hardwareThe Scuttlebutten2026-09-19T22:26:42+00:00Hyperscaler capex is up 125% and hardware just 70%, JPMorgan findshttps://www.joingoldenage.com/p/thecube-pod-the-thesis-moved-fromThe Scuttlebutten2026-09-19T22:26:42+00:00theCUBE Pod: the thesis moved from the smartest model to who owns the production stackhttps://www.joingoldenage.com/p/clicks-has-gone-from-25-times-earningsThe Scuttlebutten2026-09-19T22:25:45+00:00Clicks has gone from 25 times earnings to 13 in 12 months — Nedbank Private Wealthhttps://www.joingoldenage.com/p/private-equitys-crisis-is-exits-notThe Scuttlebutten2026-09-19T22:24:53+00:00Private equity's crisis is exits, not operating performance — Exchangeshttps://www.joingoldenage.com/p/27b-was-raised-on-canadas-two-exchangesThe Scuttlebutten2026-09-19T22:24:53+00:00$27B was raised on Canada's two exchanges before the summit, TMX Group's CEO findshttps://www.joingoldenage.com/p/used-to-be-fixed-bid-was-like-a-monolithicThe Scuttlebutten2026-09-19T22:24:52+00:00"Used to be fixed bid was like a monolithic approach": Platinum River CEO on pricinghttps://www.joingoldenage.com/p/vaneck-digital-assets-head-on-adoptionThe Scuttlebutten2026-09-19T22:24:52+00:00VanEck digital assets head on adoption: "We're up to 25 different countries"https://www.joingoldenage.com/p/support-teams-now-spend-about-1000The Scuttlebutten2026-09-19T22:23:36+00:00Support teams now spend about $1,000 a person a month on Claude — Pylon's CEOhttps://www.joingoldenage.com/p/zacks-strategist-we-will-never-seeThe Scuttlebutten2026-09-19T22:21:44+00:00Zacks strategist: we will never see Nvidia's kind of growth againhttps://www.joingoldenage.com/p/cnbc-anchor-the-ai-safety-debateThe Scuttlebutten2026-09-19T22:20:25+00:00CNBC anchor: the AI safety debate is turning into gun control, not nuclearhttps://www.joingoldenage.com/p/every-10-yen-of-yen-appreciationThe Scuttlebutten2026-09-19T22:20:24+00:00Every 10 yen of yen appreciation costs 4% of earnings, says Goldman's Asia strategisthttps://www.joingoldenage.com/p/category-pirates-co-founder-on-theThe Scuttlebutten2026-09-19T22:19:24+00:00Category Pirates co-founder on the AI slowdown: "nobody wants a failed IPO"https://www.joingoldenage.com/p/lets-have-a-phone-that-turns-intoThe Scuttlebutten2026-09-19T22:18:52+00:00"Let's have a phone that turns into a tablet": Business Day's tech writer on foldableshttps://www.joingoldenage.com/p/ulta-which-has-47-million-loyaltyThe Scuttlebutten2026-09-19T22:18:52+00:00"Ulta, which has 47 million loyalty members": Telsey Advisory Group on retailhttps://www.joingoldenage.com/p/75-who-modeled-headless-access-expectThe Scuttlebutten2026-09-19T22:18:51+00:0075% who modeled headless access expect to spend more on Salesforce — theCUBEhttps://www.joingoldenage.com/p/1-in-10000-false-positives-on-preThe Scuttlebutten2026-09-19T22:15:53+00:001 in 10,000 false positives on pre-2022 text, Pangram's CEO findshttps://www.joingoldenage.com/p/rbc-wealth-executive-director-gpifThe Scuttlebutten2026-09-19T22:15:10+00:00RBC Wealth executive director: GPIF rotating home would buy the yenhttps://www.joingoldenage.com/p/1-in-large-cap-stocks-since-1926The Scuttlebutten2026-09-19T22:15:10+00:00$1 in large-cap stocks since 1926 is now $14,751, The Meb Faber Show findshttps://www.joingoldenage.com/p/a-strait-of-hormuz-fix-could-endThe Scuttlebutten2026-09-19T22:14:26+00:00A Strait of Hormuz fix could end the hiking cycle early, says Morgan Stanley EVPhttps://www.joingoldenage.com/p/heritage-is-a-foundation-not-a-limitationThe Scuttlebutten2026-09-19T22:13:43+00:00Heritage is a foundation, not a limitation, says Mulberry's new designerhttps://www.joingoldenage.com/p/private-credit-is-now-a-single-digitThe Scuttlebutten2026-09-19T22:13:43+00:00Private credit is now a single-digit asset class — Davidson Kempner partnerhttps://www.joingoldenage.com/p/monotaro-holds-just-3-4-of-japansThe Scuttlebutten2026-09-19T22:12:37+00:00Monotaro holds just 3-4% of Japan's MRO market, City Different Investments findshttps://www.joingoldenage.com/p/you-make-a-lot-of-gold-out-of-thisThe Scuttlebutten2026-09-19T22:11:19+00:00"You make a lot of gold out of this stuff": Oklo CEO on recycling nuclear wastehttps://www.joingoldenage.com/p/the-10-year-goes-to-525-in-3-monthsThe Scuttlebutten2026-09-19T22:11:17+00:00The 10-year goes to 5.25% in 3 months, says Standard Chartered's strategisthttps://www.joingoldenage.com/p/analysts-had-nvidia-growing-40-nextThe Scuttlebutten2026-09-19T22:11:16+00:00Analysts had Nvidia growing 40% next year; now it's 70% — Freedom Capital tech headhttps://www.joingoldenage.com/p/ai-is-80-promise-and-20-peril-mohamedThe Scuttlebutten2026-09-19T22:08:57+00:00AI is 80% promise and 20% peril, Mohamed El-Erian findshttps://www.joingoldenage.com/p/robinhood-ceo-sports-will-be-a-minorityThe Scuttlebutten2026-09-19T22:08:57+00:00Robinhood CEO: sports will be a minority of prediction markets in a few yearshttps://www.joingoldenage.com/p/resolve-asset-management-ceo-on-bondsThe Scuttlebutten2026-09-19T22:07:10+00:00ReSolve Asset Management CEO on bonds: "five years ago, bonds yielded 1%"https://www.joingoldenage.com/p/inception-ceo-a-voice-agent-customerThe Scuttlebutten2026-09-19T22:05:44+00:00Inception CEO: a voice-agent customer dropped Cerebras chips for a diffusion modelhttps://www.joingoldenage.com/p/i-think-a-serious-correction-is-comingThe Scuttlebutten2026-09-19T22:05:43+00:00"I think a serious correction is coming": Mizuho's equities trading headhttps://www.joingoldenage.com/p/goldman-sachs-execution-head-on-ratesThe Scuttlebutten2026-09-19T22:05:39+00:00Goldman Sachs execution head on rates: "the ten year yield hit 5.5% before Halloween"https://www.joingoldenage.com/p/i-think-were-going-to-see-6-bubbatradingcomThe Scuttlebutten2026-09-19T22:05:39+00:00"I think we're going to see 6%": BubbaTrading.com founder on the 10-yearhttps://www.joingoldenage.com/p/wayback-burgers-ceo-on-the-categoryThe Scuttlebutten2026-09-19T22:03:43+00:00Wayback Burgers CEO on the category: "We've been in business for 35 years"https://www.joingoldenage.com/p/mufgs-emea-research-head-3-more-hikesThe Scuttlebutten2026-09-19T22:03:42+00:00MUFG's EMEA research head: 3 more hikes are priced, the Fed's dots show 1https://www.joingoldenage.com/p/slatestone-wealth-strategist-7800The Scuttlebutten2026-09-19T22:01:45+00:00SlateStone Wealth strategist: "7800 is my target on the year end S&P number"https://www.joingoldenage.com/p/risk-and-return-shorts-in-the-bellyThe Scuttlebutten2026-09-19T21:46:46+00:00Risk and Return: shorts in the belly of the Treasury curve are up about half a billionhttps://www.joingoldenage.com/p/token-prices-fell-50-as-volumes-quadrupledThe Scuttlebutten2026-09-19T21:28:40+00:00Token prices fell 50% as volumes quadrupled — Niles Investment Managementhttps://www.joingoldenage.com/p/13-orders-for-every-1-chip-that-canThe Scuttlebutten2026-09-19T21:18:21+00:0013 orders for every 1 chip that can be produced — The Compound and Friendshttps://www.joingoldenage.com/p/everybodys-loaded-for-bear-rosenbergThe Scuttlebutten2026-09-19T21:08:52+00:00"Everybody's loaded for bear": Rosenberg Research founder on Treasurieshttps://www.joingoldenage.com/p/nintendo-has-no-new-flagship-titleThe Scuttlebutten2026-09-19T20:57:53+00:00Nintendo has no new flagship title until 2027, Accrued Interest findshttps://www.joingoldenage.com/p/light-street-cio-on-ai-agents-usersThe Scuttlebutten2026-09-19T20:47:51+00:00Light Street CIO on AI agents: "users consuming 5X the tokens that you would consume"https://www.joingoldenage.com/p/300400b-of-stealth-midterm-stimulusThe Scuttlebutten2026-09-19T20:35:00+00:00$300–400B of stealth midterm stimulus is fading, says StoneX's macro strategisthttps://www.joingoldenage.com/p/former-ubs-prop-trader-fairfax-hasThe Scuttlebutten2026-09-19T20:21:46+00:00Former UBS prop trader: Fairfax has $3,600 of investments per share and a $1,630 stock