Thought Leaders

Toss out all the chatter about interest rates, inflation, sovereign wealth funds, reduced regulations and everything else. All sectors are now going on sale. Stocks are going to get cheaper. Gold is going to get cheaper. Bitcoin and ETH are already cheaper.

Friends, our friendly AI podcast hosts - Al & Ivy - tackle the topic of auditing the Fed this week.  Meanwhile, in Defi Diaries, Franklin Templeton has signaled it's intereset in launching a Solana ETF. And in The Lead, we dive into the early implications of the "Golden Age of America".  And as always, the latest industry  news awaits you in Advisor Tech Talk and TWIDW...READ UP!

All of a sudden (or for the past few weeks) the price of gold has jumped higher and higher. In fact, prices here in NY are higher than in London. Odd. Which has resulted in traders actually flying gold from London to NY for the price discrepancy. But how did this happen? Short squeeze?

Friends, another new AI LLM Grok 3 just dropped this week from Elon Musk and you'll hear more on this in the coming AI&Finance newsletter later this week. Meanwhile, in The Lead, we ask....why is the market yawning after all this flurry of activity from the White House...READ UP!

With everything going on in Washington, the financial markets are remarkably calm. Even interest rates are "mild." They sure don't act like inflation is about to spike up. Or, foresee an economic downturn.

Friends, A really great Defi Diaries column from Chris Hamman this week. The digital asset sector is COMING OF AGE now and QUICKLY.  In Advisor Tech Talk, Chris Robbins reports on a VERY BIG week in wealth management with several M&A deals, along with another major week in wealthtech, while Bill Taylor takes on the controversial topic of tariffs in THE LEAD...READ UP!

In today's rapidly evolving financial landscape, startups must demonstrate tangible market traction and financial robustness to capture the attention of financial institutions, venture capital investors, and strategic partners.

DEEPSEEK is so last week. Yup, the panic over the Chinese AI site is done. Moving on, what changed? Well, DEEPSEEK created 1) a buying opportunity for Nvidia -OR- 2) a "warning" to lighten up on AI -OR- 3) yawn...

Friends, this week Bill Taylor discusses the ongoing confusion in financial markets while the advisortech sector continues on a roll and the fallout of DeepSeek continues.  We also want to send our condolences to the friends and family of Patrick Mahoney, CEO of FPA, who we lost late last week after a long battle with cancer..READ UP!

I think the big drop on Monday was a "shot across the bow" and a big warning. I know "The Golden Age" is coming, buy before it does BUT be prepared for a very VERY large drop in equities.