Digital Health Jobs Thrive Beyond London: Regional Clusters Matter
Career opportunity in digital health isn’t confined to London. Hiring clusters exist across Manchester, Cardiff, Cambridge, Bristol and national bodies. Understanding where domains concentrate matters as much as what role you target.
QT Arguments Clash with QE-Driven Inflation Narrative
You see a lot of people try to argue that quantitative tightening didn’t tank markets and reduce inflation because it came out of the RRP. But you can’t argue this if you also argue that QE going into the RRP...
Follow Dan
This is along the lines of what @DanAwrey has recommended, rather than relying on OCC Trust charters and skinny Fed master accounts. https://t.co/2MP5UWLpHM
People Analytics Poised to Transform CHRO and Executive Search
#Podcast Is People Analytics Ready to be CHRO & Executive Search? https://t.co/FgFZFuByON #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Hollywood Shames CEO Whether He Wins or Loses
David Geffen, WBD investor and Zaslav ally, says about Hollywood's attitude toward the CEO: “If you win, they shit on you. If you lose, they shit on you. How do you win? The win for David is not the money.”...
NY Attorney General Probes Gemini Since Super Bowl Bet
The New York AG Office's investigation of Gemini dates back to December with the first sports bet made on the Super Bowl. https://t.co/iyXAyw1TSk
Warsh Vows Monetary Policy Independence From Trump
Warsh: I'll make monetary policy decisions independent of any advice or pressure from President Trump Also Warsh:
1990s Boom Stemmed From Tighter Money, Not Looser Rates
Me trying to explain to my nephew's friend that the 90's disinflationary/productivity 'boom' was underpinned in part by 'sounder' money and a 5+% FF funds rate, not the other way around (my nephew went upstairs to grab his shit for bball...
Creator Economy Thrives: Artists Earn More, Stay Independent
The @contra team published compelling research that disproves all of the AI doommaxxing being sold to creatives. Artists are making more art, earning more money, and staying independent. I’d argue the Creator Economy is stronger now than it was 5...
Fed's Shift: From Late Powell to Sock Puppet Warsh
It seems like the Fed is going from “Too Late” Powell to “Sock Puppet” Warsh. Will “Sock Puppet” Stick?
Founder Matters More than the Startup Idea
The best early-stage startup investment isn't actually the startup. It's the founder. When Joshua Sirota came through the Launch accelerator after getting rejected by YC, and my team, "I don't know if this startup works. But I know Josh is...
Copper at $6 Signals Economy’s Health Boost
Here comes "The Doctor," touching $6 again. They call it Doctor Copper because the metal's action diagnoses a sick or recovering economy. A nice 55.1 on ISM Manufacturing Production indicates the industrial sector has been taking its Vitamin (C)opper. https://t.co/BGqFYLIPUI
Transparency and Trust Foster Ownership and Performance
This went around a few years ago a lumber mill puts machine prices on the door to remind operators of responsibility. - I’ve never seen an employer lose by sharing information with their people. - But price alone doesn’t create ownership. Training purpose and...
Rate‑cut Odds Tumble After Warsh Hearing, Retail Sales Drive Shift
What's priced in after Warsh's nomination hearing. Yesterday, here was a 54.5% chance of a rate cut in December; now it's 39.5%. Was it Warsh's testimony? Doubtful, as we had a strong retail sales report. (src: BBG) https://t.co/Xg7g7b7gXM
New BOK Governor Emphasizes Inflation Control and Financial Stability
Interesting passage from @HyunSongShin's first speech as governor of the Bank of Korea: https://t.co/usPzjCjld0 https://t.co/DePG6zH4MH
Three Key Focuses for Marketers in Connected Customer Era
3 Areas Marketers Must Focus on in the Age of the Connected Customer https://t.co/vVmMc0lrzP Customers are more connected than ever before, but brands aren’t there yet; customers have disappointing experiences during their #brand relationships. #customerexperience #marketing https://t.co/RLDusSYv3p
Today's Top Marketing AI News Highlights
Top #Marketing #AI News Stories today: https://t.co/Vz4gBaefBQ Top stories from @axios @FastCompany @Adweek @WSJ @kingsmarketDXB @databricks @martechismktg @AdobeForBiz @nvidia and more. https://t.co/61P09Bwnfn
QE: Reverse Robin Hood, Stealing From Poor, Enriching Rich
Bravo, Mr. Warsh, for speaking the truth and not repeating Bernanke's jibberish. "QE is reverse Robin Hood. It’s policy that steals from the poor, to give to the rich." - Kevin Warsh "Higher stock prices will boost consumer wealth and...
Warsh Denies President Asked About Rate Cuts
Warsh says reports that the president asked him if he would lower rates if nominated were fake news.
Fed Must Prioritize Chronic Inflation Risk Management
Warsh addressed none of this in his nomination hearing. FTR, I think inflation is more of a chronic risk than an acute problem, but risk management is central to what the Fed is supposed to be about.
Cut Facebook Ads, Build Sustainable Profitability
Blueland reached profitability and $300M in sales by *cutting* over $1M/month in Facebook ad spend to focus on a stronger business foundation. Meanwhile you're burning all your cash on Facebook ads to chase unprofitable growth instead of building a sustainable...
Higher ROAS Doesn’t Guarantee Profit: P&L Matters
Paid ads winners in the 2026 eComFuel report had 2.5x ROAS. Losers had 4x ROAS. The difference was the P&L! Survey has 300 stores, $3.5B revenue, and 6 years of data. Link in replies. https://t.co/5XjFgANzNn
China May Follow Iraq Model for Gulf Deals
Wait for things to shake out and then make deals with Gulf states on the other side, leveraging its own offerings? Iraq, where China is a dominant player in the upstream, maybe an instructive precedent for China ...
Brand Concierge Embeds Conversational AI Into E‑commerce Sites
Brand Concierge lets embedding a conversational experience in an ecommerce site. #AdobeSummit #AI #ecommerce https://t.co/o2OAAwXN8D
Inflation Trajectory Improves, but Work Remains Ahead
Warsh: the trajectory on inflation is improving, but there's more work to do This may well serve as a summary of his testimony as well.
OpenAI Introduces Persistent 24/7 ChatGPT Agents
Always-on Agents that can run a small AI-run organization -> OpenAI develops platform for always-on Agents on ChatGPT "OpenAI is testing a ChatGPT Agents feature codenamed Hermes, enabling users to create persistent agents with custom skills, tasks, and workflows."...
UK Consumer Confidence Falls to 33‑month Low
Reuters reports that the UK consumer confidence index has slid to 42.3, the lowest in 33 months. RUSSOPHOBE STARMER IS CAPTAINING A SINKING SHIP. https://t.co/csiMRSlqnp
Unlock Hidden ARR Growth with Revenue Intelligence
SaaS CFOs, there is so much insight you can take from your MRR data. This is my new Revenue Intelligence feature. Upload your MRR schedule to analyze the health and durability of your ARR. We can find: 1) Retention patterns...
17 Content Types That Thrive in Google’s Zero‑Click Era
New: 17 Content Types to Survive Google’s Zero-Click Future Google Zero is coming for many sites, but Google still sends billions of visits per day to the web What kind of content survives? Not generic blog posts. AI killed that strategy (1/2)...
GDP Graph Fails to Reflect Recent Decline
Hardly look at this broken model anymore since the gold imports mistake over a year ago. That said my pet peeve max annoying report detail is still broken. GDP now went down from 1.3 to 1.2 and yet...
AI Monitors Oncologist Chatter at ASCO 2025
AI-powered social media listening of oncologist conversations at ASCO 2025 - Ghosal @brunolarvol @mtmdphd Gramling @Larvol https://t.co/azRDBVYLGK #ASCO26 abstr 9045 Poster Bd # 512 #hemonc #Scicomm #ASCO25 @ASCO
China and US Fight Tightening Copper Market
A global tug of war between the SHFE (China) and the Comex (USA) for copper
Stadium Bonds Cost Double the Tax Revenue Generated
At a 4% interest rate, Missouri's $900m in stadium bonds would cost ~$50m a year to pay off, while bringing in only whatever slice of $28m/year in state, county, and city taxes attributed to the Royals actually goes to the...
Zero Personal Capital Enables True Serial Vendor Finance
what makes serial 100% vendor finance rare: – most acquirers deploy capital on deal 1 – most educators have done it maybe once – most advisors mix personal funds in – most structures require some deposit my track record: – zero personal capital – every single deal
Announcing “Lookmaxxxing at 50” Startup on All In
On the next episode of All In, @chamath and I will reveal our new startup... "lookmaxxxing at 50" in partnership with @Clavicular0 https://t.co/3KFw5I88pZ
Pending Home Sales Plunge
Pending Home Sales Still in the Deepfreeze, Drop in the West & Midwest, Tick up in the South & Northeast . Down by 35% from 2021, by 30% from 2019, and by 31% from 2018. The housing market is in the 4th...
Cook Joined Apple for Jobs' Consumer‑First, Product‑Driven Vision
Tim Cook tells the story of Steve Jobs recruiting him to Apple in 1998. Cook was 37 and at Compaq while Apple had almost gone bankrupt. Friends advised Cook not to do it but Jobs’ convinced him with one phone call: “There...
Winners Act First, Losers Wait for Understanding
after 5,000+ clients and i can tell you exactly what separates winners from losers: The winners implement before they understand. The losers wait until they understand before they implement. Systems work before you believe in them. that's the whole point.
Even Buffett Missed the Right Boat Once
Warren Buffet’s Wrong Boat Story ⛵️
Operations Fail From Ownership Gaps, Not Missing Tools
Most operational challenges aren’t caused by a missing tool. They come from unclear ownership, inconsistent execution, or structures that haven’t evolved with the level of growth. Tools can support a business, but they don’t fix how it operates. That’s where I...
Small Teams Disrupt; Large Teams Focus on Development
Large teams develop and small teams disrupt science and technology This analysis of +65 million papers, patents and software products finds that smaller teams have tended to disrupt science and technology with new ideas and opportunities, whereas larger teams have tended...
My Proven Ad Strategies Vs. Time‑Wasting Tactics
Ad insights… what works for me and what I find to be a waste as a full time author
Fed Balance Sheet Shrinkage Doesn't Cool Inflation or Markets
The notion that Warsh shrinking the balance sheet would put downward pressure on inflation or that it would deflate asset prices is one of the most ludicrous propositions that anyone following monetary policy and markets over the past 20 years...
Overfunded Startups Suffer when Bull Market Turns
Here's what happens when you raise way too much cash during a raging bull market https://t.co/z6PFT9EgGQ
Ideal Fed Policy: Minimal Meetings, No Politics, 2% Inflation
My wish list 8 meetings and press conferences Muzzle governors and presidents from discussing and writing about monetary policy Keep the dots Forward guidance when useful (typically at zero fed funds rate, or Pivots) Smaller balance sheet with no MBS and no long duration assets...
Oil Prices Set to Surge After Gulf Shipments End
My take w/ @WallStBullion on why OIL is about to SPIKE: "By the end of April, all pre-war Gulf oil shipments will be delivered. Then, oil prices will spike again. Soon, the paper market will be mugged by reality & converge.” STAY LONG...
Warsh: President only Suggested, Didn’t Demand Rate Cuts
Q: did the President ask you to lower rates? Warsh: he didn't require it, he didn't demand it. Question goes back and forth. Warsh is pretty clear - Warsh doesn't dispute that he may have been 'asked' to lower rates - he...
Guest Quality Beats Production Budget Every Time
Clipping strategies are effective but my number one rule is no amount of big budget production can make up for a guest that isn't informative and entertaining to watch. Be interesting. Everything else will follow.
Automation Cuts Email Response Time From Minutes to Zero
One of my colleagues used to spend about 20 minutes every day responding to emails in a particular email account. Now Dunky Bot fully auto responds to emails in one our email accounts. Crazy. Looking forward to getting the other...
Brad Jacobs Explains QXO's $17B Insulation Acquisition
Brad Jacobs dropped by Odd Lots to talk with me and @tracyalloway about why his company $QXO is buying an insulation company for $17 billion. https://t.co/a9rTLDb9rs