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Is The Rally Over? Has The Pullback Now Started? | Lance Roberts
Adam Taggart | Thoughtful Money Adam Taggart | Thoughtful Money

Is The Rally Over? Has The Pullback Now Started? | Lance Roberts

Portfolio manager Lance Roberts confirms the market correction has technically begun after nine consecutive weeks of gains, but suggests it may manifest as sector rotation from overvalued tech and semiconductors into quality value stocks rather than a broad market collapse, even as strong earnings revisions and economic data continue supporting the bull case.

25 days ago · 8 points
Stanford CS547 HCI Seminar | Spring 2026 | The Modern Motivators of Play
59:34
Stanford Online Stanford Online

Stanford CS547 HCI Seminar | Spring 2026 | The Modern Motivators of Play

The speaker challenges the game industry's outdated assumption that players primarily seek competition, presenting 2024 data showing only 18% of gamers are motivated by competition while 50% seek stress relief and 40% want community. They introduce a framework of nine motivators divided into classic (Fun, Mastery, Competition, Immersion, Meditation, Comfort) and modern (Self-expression, Companionship, Education), arguing that successful games must layer social and creative motivators onto traditional designs to serve contemporary player needs.

25 days ago · 9 points
Your 401K Is Their Exit Strategy
33:40
Andrei Jikh Andrei Jikh

Your 401K Is Their Exit Strategy

Major exchanges have rewritten index rules to fast-track $4 trillion worth of mega-IPOs, forcing passive 401(k) funds to automatically buy shares and provide exit liquidity for insiders. This engineered demand supports artificially inflated valuations built on circular accounting tricks and unsustainable AI spending that shows negative returns even in best-case scenarios.

25 days ago · 9 points
The AI That Aced The Hardest Math Test: Inside Axiom Math
36:23
Forbes Forbes

The AI That Aced The Hardest Math Test: Inside Axiom Math

Axiom Math CEO Karina Hong explains how their AI mathematician 'Axiom Prover' achieved a perfect score on the Putnam exam and produced eight peer-reviewed research papers in 100 days, while commercializing through high-stakes code verification using synthetic data and self-verification to create a self-improving loop of mathematical reasoning.

25 days ago · 9 points
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
31:15
All-In Podcast All-In Podcast

Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back

Legendary activist investor Dan Loeb explains why short selling is returning as a critical discipline, how Third Point evolved from event-driven trading to quality-focused investing emphasizing durable moats, and why understanding technology and management adaptability is now essential for generating alpha.

25 days ago · 8 points