Private Credit Market Concerns - Investors are concerned about private credit due to recent collapses like Tricolor Holdings and First Brands [1] - Jamie Dimon's "cockroaches in the economy" comment raised concerns about hidden risks in the credit market, not specifically an attack on private credit but a point about the credit cycle [1][2] - The rapid growth of private credit compared to banks raises questions about regulatory balance; either banks are over-regulated, or private credit is under-regulated [3] Systemic Risk & Regulation - The systemic risk of large private credit issuers is unknown, and the industry is not predicting a repeat of the 2008 financial crisis [4] - The credit cycle may be near its peak, but current pricing doesn't reflect this, creating a risk of a significant downturn [4]

AI in Investment - AI adoption in investment processes may lead to a reduction in intuitive understanding [1] - The value of AI lies in uncovering insights beyond simple observations [2] Quantitative Analysis - Quantitative analysis has been used to gauge momentum in price and fundamentals, including sentiment analysis of earnings calls [2] - A common approach involves assigning numerical values to words and phrases to assess the overall sentiment [3] - This approach is vulnerable to misinterpretation, as context is crucial [3][4] - The industry acknowledges the risk of flawed analysis when relying solely on quantitative methods without considering context [4]

Industry Overview & Investment - Quantum computing is attracting billions of dollars in investment, potentially leading to a revolution in computing larger than generative AI [1] - Potential investors are showing increasing interest in the implications of quantum computing, with political and state-level economic support driving its development [2] Key Players & Technology - IBM is a leading company in quantum computing, having developed foundational aspects of quantum information science since 1970 [2] - Quantum computing relies on qubits, which can hold multiple values simultaneously, unlike classical computing's bits that are either zero or one [5] - Error mitigation is currently used to address errors in quantum computers, but this approach is expected to evolve [6] IBM's Developments & Strategy - IBM made quantum computing available on the cloud in 2016, marking a pivotal moment for the field [7] - IBM aims to achieve quantum advantage, where quantum computers outperform classical computers in speed, cost, or accuracy, and expects to see examples of this soon [7] - IBM is targeting a significant quantum computing payoff by 2029, with a roadmap detailing their progress [22][23] Applications & Use Cases - Quantum computing has potential applications in healthcare, such as transforming drug discovery and understanding biological systems [3][16][17] - Financial markets are another target for quantum computing, with applications in portfolio optimization, risk management, and cybersecurity [17][18][19][20] - Quantum computing could benefit agriculture through improved fertilizer production and climate change mitigation [21] Competition & Metrics - IonQ claims its machines are 36 quadrillion (36 * 10^15) times more powerful than competitors' and aims for a fully fault-tolerant 2 million qubit system with costs under $30 million [26][27] - Different companies use various metrics to measure quantum computing progress, including total qubits (IBM), algorithmic qubits (IonQ), and quantum volume (Continuum) [29][30]

The world's biggest private equity firm is trying to appeal to the retail masses. Blackstone is well known to pensions, endowments, and working with the world's richest institutions, but it could find its way into your 401k and more millionaire savings. That's largely because of John Gray, the guy who sometimes might pop up on your LinkedIn page spouting investment advice while running.Over the years, the Blackstone president has asked executives to think beyond chasing high octane bets and turn out steadie ...

Web tune Entertainment, the company behind the global web comic phenomenon, rewrote the rules of storytelling with one swipe. It pioneered the vertical scroll format and drew in over 150 million readers worldwide. It completely dominated in Korea and Japan, becoming the go-to platform for digital comics among Gen Z.But breaking into the US, that's been a tougher plot line. In a market ruled by Marvel superheroes and Japanese anime, Webune has struggled to catch up. After its NASDAQ debut last year, the comp ...

One of the kind of more interesting recession indicators that is out there is called the lipstick effect. It was identified by Leonard Lauder who was the CEO of Estee Lauder at the time and he noticed that during economic downturns makeup sales went up. >> H >> so he called it it's got it's been dubbed the lipstick effect.>> It's just like you're bummed out. You got to find some like small way to feel better. >> Yes.Well, what happens is like people cut back and this is true for men and women. cut back on b ...

Banco Santander has had a big year. Give us a sense of how big a year it's been. It's been a great year.Our numbers will be totally on track to deliver all the numbers in our three year plan. And again in 25, we are going to reach our profitability 16 and a half percent. And for shareholders, you know, great value creation, increasing dividend per share, our share price is up 100%, but there's still a lot of inherent value in our stock.Our multiples are still very attractive compared to US banks. For exampl ...

Can we just look. Big picture. Where is this headache.How many different investigations could we potentially see when it comes to Epstein's alleged ties with members on both sides of the aisle. That's an excellent question. I think today's message from Trump is, you know, I'm going to scatter the pond with as many names and theories and rumors as I can to try to degrade the overwhelming evidence against me.You know, this is really just a distraction. You know, Trump, interestingly, in his post today, said, ...

What is happening. Are you bringing Bentley back to its driver car roots. >> Yeah, definitely.I think that describes it pretty well. Um, Bentley is and was always the driver's brand and uh I'm joking a little bit because our club of fans is called uh Bentley's drivers club to underline this and needs the right product for it and we feel it's it's really beneficial for our brand if you can drive it and the thrill of driving is a core of our brand and of our DNA and it was for many many years and we said yeah ...

Vladimir Putin if he has no intention of doing a deal then how do you see this ending >> at the moment. Uh so I I don't think in under current conditions that uh Putin well I mean I'm basing this on you know access as I had a few weeks ago to our understanding of the intelligence on it and that is that he's not ready to do a deal. So for me the answer to that is he needs to be put under more pressure. So he is prepared to do a deal. The president of Ukraine is clearly ready to do a deal.He's remarkably in t ...