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Research Notes and Reports

Why AI’s ‘Astronomical and Insatiable Demand’ Matters More Than Geopolitics Right Now

June 15, 2025 - 8:30 AM

Why AI’s ‘Astronomical and Insatiable Demand’ Matters More Than Geopolitics Right Now

Brainstorming With the Future

June 9, 2025 - 2:03 PM

Brainstorming With the Future

The Hidden Hand of AI: What’s Really Moving Markets, Jobs, and Bitcoin in 2025

June 8, 2025 - 8:30 AM

The Hidden Hand of AI: What’s Really Moving Markets, Jobs, and Bitcoin in 2025

Brazil’s Moment: The Trade of the Embodied AI Era, Dollar Weakness, and Global Trade Reordering

June 3, 2025 - 7:53 AM

Brazil’s Moment: The Trade of the Embodied AI Era, Dollar Weakness, and Global Trade Reordering

Why Veo 3 Signals an AI Job Disruption—and a New Global Economic Order

June 1, 2025 - 8:30 AM

Why Veo 3 Signals an AI Job Disruption—and a New Global Economic Order

The Intelligence Era Arrives: Disney and the Next Frontier of AI Productivity

May 28, 2025 - 9:54 AM

The Intelligence Era Arrives: Disney and the Next Frontier of AI Productivity

Debt, Disruption, and Digital Gold: A Market at a Crossroads

May 25, 2025 - 8:30 AM

Debt, Disruption, and Digital Gold: A Market at a Crossroads

The Art of Unlearning: Lessons from Josh Waitzkin in the Age of AI

May 23, 2025 - 12:53 PM

The Art of Unlearning: Lessons from Josh Waitzkin in the Age of AI

The AI Remedy: Rethinking the Fiscal Deficit in an Exponential Age

May 19, 2025 - 2:45 PM

The AI Remedy: Rethinking the Fiscal Deficit in an Exponential Age

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