Age of CEOs Matter

Of late, we’ve seen quite a bit of attention shifted from the model makers themselves (think OpenAI) to the AI infrastructure buildout. Undoubtedly, the frontier innovators are still worth following closely, especially as the agentic AI age continues to mature while the era of physical AI and robotics looks to enter the physical realm. Undoubtedly,…

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Ultimately, output depends on someone putting out. But who? Native-born American women are not having enough children to keep up. A quick scan of the news. Al Jazeera: For years, migrants and asylum seekers travelled north from South America to reach safety and opportunity in the US. But now, with an immigration crackdown unfolding in…

This article was written by Follow Writer, registered investment advisor, and economics educator from Southern California. Author of The Macro Obsession, a weekly newsletter on macroeconomics, markets, and investing. Analyst’s Disclosure:I/we have a beneficial long position in the shares of GPIX, SPYI, JEPI either through stock ownership, options, or other derivatives. I wrote this article…