Weekend Reads - Jun 14, 2025

You Can’t Put a Price on Mental Freedom; The Era Of The Business Idiot; Why Are Bond Investors Contrarian While Equity Investors Extrapolate?; Stimulus Does Not Stimulate; and more...

• You Can’t Put a Price on Mental Freedom (Of Dollars and Data)

• The Era Of The Business Idiot (Where's Your Ed At?)

• Why Are Bond Investors Contrarian While Equity Investors Extrapolate? (AQR)

• Stimulus Does Not Stimulate (Research Affiliates)

• Capital Market Assumptions: The Case for Store of Value (Coinbase)

• When the Market Outgrows the Index (TCW)

• The Many Faces of Growth (Robeco)

• The Convergence of Public and Private Credit (PGIM)

• Do Fiscal Concerns Undermine the Role of US Treasury Securities as Core Portfolio Diversifiers? (Cambridge Associates)

• The True Information is in the Words, Not the Numbers (Klement on Investing)

• The Stimulus Deception | Rob Arnott Explains What Economists Are Getting Wrong (🎧 Excess Returns)

• Betting on Chaos (🎧 Risk of Ruin)

• Pavel Kycek - Generating Insane Returns with Quant Crypto Trading (🎧 The Algorithmic Advantage)

• The Fourth Turning is Here | Neil Howe Explains What Comes Next (📺 Excess Returns)

• Brett Steenbarger - Mental Keys to Quantitative Trading Success (📺 The Algorithmic Advantage)

• I Asked 6 LLMs for Better Exit Strategies (The Rogue Quant)

• Can Dividend-Price Ratio Predict Stock Return? by Wang (SSRN)

• Learning to Rank: Enhancing Momentum Strategies Across Asset Classes by Burdorf (SSRN)