The Odyssey Investing

The Odyssey

Worth seeing, and I enjoyed it — but a few observations I haven’t seen elsewhere. For all the praise of IMAX and 70mm’s supposed clarity, several scenes are out of focus on the actor. Pulling focus is...

July 21, 2026
The economic effects of GLP-1s Banking

The economic effects of GLP-1s

We estimate the causal impacts of GLP-1 treatment on labor market outcomes using linked Danish administrative data and a matched stacked difference-in-differences design. We compare patients who initi...

July 21, 2026
Monday assorted links Banking

Monday assorted links

1. “In all three countries, declining places displayed higher animosity prior to salient populist campaigns.”  In their tweets. 2. Sunstein on Hayek and conservatism. 3. Jacobian conjecture proved fal...

July 20, 2026
Emergent Ventures winners, 56th cohort Investing

Emergent Ventures winners, 56th cohort

Audrey London, Los Angeles, to write a book on water in California. Seyi Oluwasanmi, London, to bring Brits to SF to learn tech. Thomas Haferlach, Berlin, payments and compute layer for the long tail ...

July 20, 2026
Markets in everything? Markets

Markets in everything?

Peter Brook‘s five-hour-plus film adaptation of “The Mahabharata” is set for a BFI Blu-ray release on Aug. 10, presented in high definition from a new 4K restoration of the 1989 production. The releas...

July 19, 2026
Building luxury homes is good for the poor Banking

Building luxury homes is good for the poor

Tej Parikh writing in the FT: …high-end developments unlock long housing chains. As higher-income households move into newly built units, they free up older properties, raising supply and slashing pri...

July 19, 2026