Finance commentator/podcast host; features interviews and discussions with analysts on markets and sector moves affecting M&A and healthcare deals.
Regulators proposed Thursday letting banks hold less capital, freeing billions for lending, while critics say it increases risks of crises and bailouts.
Could this be the first step on a path to an American Sovereign Wealth Fund? 👇

Gas in the U.S. is now up 25% since the war began and 21% from a year ago. Source: WSJ

This war with Iran is already costing nearly $2B a day and is continuing to take more American lives. Find my take on Iran in my latest substack, “This Time Is Different”: https://bit.ly/SimplyPutSubstack

It's clear: the market is genuinely uninterested in entertaining what could go wrong in Iran. They were very happy to ask that question about AI, but for whatever reason, not about this. More on the market's reaction to Iran in...

Is Cohere the Next AI Powerhouse? I sat down with co-founder Nick Frosst to talk about enterprise models, why chat changed everything, and whether an IPO is on the horizon. Watch Here: https://youtu.be/JqGAQMYwuzQ?si=JS3OpcK1egyIAeFg
How is Wall Street simultaneously afraid of too much AI and not enough AI? 👇