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Excess Returns

Mike Green argues that mechanical passive investment flows are artificially inflating mega-cap valuations by approximately 18% annually, creating systemic risks as the market faces an unprecedented supply wave from upcoming tech IPOs (SpaceX, Anthropic) and potential big-tech equity issuances, while circular accounting masks deteriorating earnings quality.

Y Combinator

Meesho founder Vidit Aatrey details how the company pivoted from a failed local shopping app to India's largest e-commerce platform with 250 million users, achieving product-market fit by empowering WhatsApp-based resellers and focusing on value-conscious consumers in 'mass India.'

Huberman Lab

This video outlines science-based protocols for optimizing sleep quality by leveraging morning sunlight exposure, temperature manipulation, and strategic timing of caffeine and meals to properly anchor circadian rhythms and trigger wakefulness signals early in the day.

Reuters

Northern Ireland police condemned a second night of violent disorder in Belfast, reporting 16 arrests and 12 officer injuries while warning that online agitation from domestic and foreign actors is fueling the unrest and that perpetrators face severe legal penalties.

Financial Education

The video outlines a proven framework for building substantial wealth through individual stock picking, emphasizing the psychological importance of consistent investing, long-term discipline, and rigorous SWOT analysis to identify game-changing companies.

The David Lin Report

BitGo CEO Mike Belshe argues that stablecoins and 100% reserve blockchain banking are poised to disrupt the fractional-reserve system, creating a separation between safe custody and lending while challenging traditional banks' ability to withhold risk-free yields from depositors.

The David Lin Report

Lobo Tiggre analyzes the recent energy-driven inflation surge and the Federal Reserve's policy dilemma under Chair Kevin Warsh, warning that gold's technical pattern resembles previous major peaks while advising investors to hold cash for upcoming opportunities in oversold miners and commodities.

Forbes

Kalshi co-founder Lana Lopez Lara discusses how the prediction market platform achieved regulatory victory over the CFTC to legalize election trading, scaled to a $1.5B+ revenue run rate with $3-4B in weekly volume, and why she believes these markets provide superior forecasting data without the ability to influence electoral outcomes.

TED

This TED event explores how unstructured play and imagination are essential human capacities under threat from modern efficiency culture and AI dependency, arguing that reclaiming 'creative play' across work, home, and public life is necessary for societal resilience and innovation.

Reuters

FIFA President Gianni Infantino held a pre-World Cup press conference defending the tournament's record-breaking scale and ticketing model while addressing diplomatic hurdles including Iran's participation and visa challenges, and announcing new governance agreements with players' unions and clubs.

The Verge

Apple's WWDC 2026 keynote abandoned its usual theatrical polish for unusually honest, slow-paced live demos designed to prove Apple Intelligence actually works, while signaling an architectural shift toward horizontal AI services that transcend traditional OS boundaries and a return to rigorous design discipline.

The David Lin Report

Chief market strategist Gareth Soloway warns that Bitcoin is testing critical double-bottom support at $60k with potential downside to $50k or $35k if it fails, while urging investors to avoid the hyped SpaceX IPO on Friday and prepare for the S&P 500 to catch down to Bitcoin's weakness as the AI trade deflates.