The real reason for the tariff pause, and the fragility of financial markets. Includes insights from ChatGPT.

https://fortune.com/2025/04/20/bond-market-chaos-hedge-funds-world-shadow-banks-regulation/ // Fortune article is behind a paywall. I saw this headline the other day that some folks shared on social media: "Hedge funds are the new ‘shadow banks’—and some are worried they pose a systemic threat to financial stability." In my head, I found the headline utterly stupid, primarily because anything outside traditional banking … Continue reading The real reason for the tariff pause, and the fragility of financial markets. Includes insights from ChatGPT.

ChatGPT on AI and the Leverage Paradox: Maximum Gains, Maximum Risk.

David Shapiro, an AI aficionado, whom I followed on X recently (though I've come across one of his videos a few years ago) made an interesting claim that left me quite wary of the future as it concerns AI. He said: Here's why I'm an AI maximalist: First, literally every intellectual domain, from programming to … Continue reading ChatGPT on AI and the Leverage Paradox: Maximum Gains, Maximum Risk.