HeyJaredThe Wall Street Skinny
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- Indexed issues, last 90 days
- 8
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- Sep 23, 2026
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- Jul 11, 2026
Latest issues
Scott Bessent is doing the OPPOSITE of what made him a fortune. Is it working? (opens the original)
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When it comes to Scott Bessent and the U.S. Treasury, the theme of the past 2 months has been “intervention”. Those with long memories point to Bessent’s earlier critiques of Janet Yellen, arguing that he’s employing the very same tactics that he so vehemently opposed under her oversight. But those with LONGER memories of his time as a risk taker at one of the world’s most (in)famous hedge funds aren’t one bit surprised.Instead, what’s truly counterintuitive is: he’s doing the exact opposite<spa
How Will Anthropic Justify a $2 Trillion Valuation? (opens the original)
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Anthropic and OpenAI are gearing up to go public. In anticipation of what’s expected to be (in Anthropic’s case) one of the largest IPOs of all time [see HERE], we are doing a deep dive into the business models of these frontier lab companies.We’re going to break down what it takes to make and sell the product (training and inference)Who the competitors ar
I got the chance to ask Scott Bessent ONE QUESTION. (opens the original)
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I got a chance to ask U.S. Treasury Secretary Scott Bessent one question this week.And after hearing his answer, I’m convinced that every single headline covering his interventions in the market is WRONG.Let me explain. On August 19th, Treasury announced it would AT LEAST double the size of its long end buy back operations. The backdrop for this intervention? Well, if you’re a first year analyst starting your job on a bond desk this month, yields on 30 year Treasuries have never been t
“Is this the next Madoff?” (opens the original)
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I got a text last week from one of Wall Street’s most well-connected and influential power brokers in the entertainment and sports space saying: “Is this the next Bernie Madoff?”The headline she was asking about? Mark Walter, the CEO of Guggenheim and the man who paid a record $10bn for the L.A. Lakers basketball team less than a year ago, just turned around and sold the team for $12.5bn 10 months later to Josh Kushner and Bob Iger.</s
Why Big Law is Deciding Who Wins the AI Race (opens the original)
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ICYMI: the Big Tech companies are all suing each other.Apple is suing OpenAI, Elon Musk is suing Apple and OpenAI, and they’re all being sued by copyright holders who don’t want AI stealing their Intellectual Property.But, hang on. In the world of emerging AI, what Intellectual Property are we even talking about? Counterintuitively, these new AI companies have almost no patents, the type of IP you no
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