The hottest Financial Substack posts right now

Validate your startup ideas properly by testing if they can make money, not just if they are good ideas.
Connect with potential customers and speak to them directly to understand if they would pay for your product or service.
Ask a fixed set of questions to potential customers, track their responses, and refine your idea based on the feedback.

Angel investing is about building connections and expanding knowledge in spaces of interest.
A typical angel portfolio includes 15-20 investments with a focus on consumer startups and small check sizes.
Reasons for angel investing include personal interest in founders, market understanding, analytical development, enjoying the process, and potential financial gains.

Recent research is exploring innovative methods for quantitative investing, such as using deep learning algorithms and new portfolio optimization models.
There are profitable opportunities in the ETF lending market due to cost differences between borrowing ETFs and stocks, creating room for cross-ETF arbitrage.
Studies are showcasing the importance of adaptive investment strategies focused on resilience, active ownership, and broader financial models to navigate fast-changing environments.

Weekly quantitative finance newsletter discussing 'Informed Trading Intensity' using ML indicators in asset management.
Machine learning techniques in finance include diversifying portfolios, tabular learning, and predicting fund performance.
Research in financial markets covers topics like bond fund performance, equity premia, thematic investing, and corporate bond returns prediction.

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The corporate landscape is experiencing shifts in power, demographics, mindsets, and technology, leading to potential tectonic changes in the leading companies and industries.
While there might be some new entrants, the most valuable companies have remained consistently dominated by technology, pharmaceuticals, energy, financial powerhouses, and Walmart for decades.
The future of companies will involve fewer employees leveraging AI for productivity, a more geographically distributed workforce, and a greater focus on employee joy for talent retention and growth.