The Big Picture

The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads:...

My end-of-week morning reads: • Inside Bessent’s Treasury: Tension, Turnover and Unmet Economic Goals: Ahead of midterms that could...

My morning reads: • Investors look to shelter portfolios from rising AI concentration risks: Fund managers see hedge funds and...

 At The Money: Nitin Nohria on What CEOs Actually Do (October 7, 2026) Full transcript below. ~~~ About this...

My mid-week morning reads: • The Diesel Weapon: Why a rather unglamorous fuel is suddenly at the centre of a transatlantic power...

The biggest question confronting investors today isn’t about AI, market concentration, or technology. Instead,...

My Two-for-Tuesday morning reads: • The Mighty American Consumer Is Crashing Through Inflation and Driving Growth: Spending is rising...

The transcript from this week’s MiB: Omar Aguilar, CEO and CIO of Schwab Asset Management, is below. You can stream and...

My back-to-work morning reads: • Private Equity Has a Problem. Uncle Sam Says Your Wallet Can Fix It.: A government proposal would...

Shane Parrish’s Knowledge Project: Bill Ackman is the founder and CEO of Pershing Square Capital Management, one of the most...