This week’s reading and viewing list covers Apple Intelligence is Right On Time, Inflation & Interest Rates More Likely To Rise Than Fall In Coming Years with Jim Grant and Stock Market Concentration: How Much Is Too Much?

📚 Stock Market Concentration: How Much Is Too Much? (Michael J. Mauboussin & Dan Callahan)

📚 Apple Intelligence is Right On Time (Stratechery)

📺Jim Grant: Inflation & Interest Rates More Likely To Rise Than Fall In Coming Years (Thoughtful Money (with Adam Taggart)

📚 Beneath the Calm Market, Stocks Are Going Haywire (James Mackintosh)

📚 Bill Ackman Wants a Lot of Your Money (Matt Levine)

🎙️ The Founder of Rolex: Hans Wilsdorf (Founders Podcast)

🎙️ Pre-IPO Market, AI Hype Cycle, Is Software Dead? (BG2 with Bill Gurley & Brad Gerstner)
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📚 Elon Musk ordered Nvidia to ship thousands of AI chips reserved for Tesla to X and xAI (Lora Kolodny)