This month, we explore the dangers of “fool’s yield” in fixed income, dive into the surprising history of the venture capital industry, and review a Goldman Sachs report offering a positive economic outlook on global aging.
What's Matt Reading
What’s Matt Reading? (Nov 2025)
This month, we look into OpenAI’s financial performance, examine the timeless lessons of human nature from the 1929 market crash, and explore how nuclear energy could power the future of AI data centers.
What’s Matt Reading? (Oct 2025)
This month, we explore the universal temptation of financial comparison, uncover the surprising history behind the first comprehensive study of overall stock market returns, and analyze whether today’s tech-heavy stock market is actually in a bubble.
What’s Matt Reading? (Sep 2025)
This month, we examine the structural headwinds causing Europe’s economic decline, highlight Seth Klarman’s contrarian value perspective on commercial real estate, and explore how surging AI demand is changing the landscape for enterprise technology.
