· 3 min read
The AI Trade Is Coming for the Boring Part of Your Portfolio
Big Tech is diversifying its lenders globally. Investors can end up with more of the same companies on both sides of their portfolio.
Some personal notes and essays from The Forward Curve, where I cover the finance, AI, and what’s getting repriced.
Big Tech is diversifying its lenders globally. Investors can end up with more of the same companies on both sides of their portfolio.
Wall Street can finance the AI buildout. The harder task is keeping contracts and GPU economics alive for the length of the debt.
Build a multi-agent framework that puts a super-powered equity analyst in your pocket.
A multi-agent framework for analyzing commodities using Llamaindex and the Financial Modeling Prep API. Base LLM uses Claude but feel free to bring your own model.
Disclaimer: My views and opinions expressed here are solely my own and do not necessarily reflect the position of my employer or any other affiliated organizations. Nothing contained in this blog should be construed as investment advice.