The Weekly Investing Brief
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The Weekly Investing Brief
Investing
May 23, 2026
Weekly investing signals from the top US podcasts.
Energy
I don't think there's any doubt about $6 a gallon here this summer because we're just going into summer.
So I go on those shows and I told them the other day, you're going to six. I don't think there's any doubt about $6 a gallon here this summer because we're just going into summer. Now you'll get big data from the DOE today.
From Bloomberg Surveillance · Concerns Over Long Term Yields and Oil Prices
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Bloomberg Surveillance -
The MAD Podcast with Matt Turck -
TBPN -
Big Technology Podcast -
All-In with Chamath, Jason, Sacks & Friedberg -
Macro Musings with David Beckworth
6 signals from 6 podcasts this week
strong_opinion
I think most of the time the balic is the last mile. There will always be a lot of space left for this last mile in different verticals. And I would highly encourage people to continue working on that.
The reason why is because a lot of people kind of think about intelligence and quotations and all like kind of like probability as being the real balic but I don't think that's true. I think most of the time the balic is the last mile. It's like making sure that the model has access to the right permissions or has access to the right connectors and things like this. And we are going to be very focused on this general aspect and I think there are other companies that should be focused on more the verticals and providing maximum value of what we currently have.
From The MAD Podcast with Matt Turck · OpenAI's Yann Dubois: Why AI Progress Suddenly Feels Real
Financials
Work that we would usually do with people with masters or PhDs in finance over the course of weeks or months is being done by AI agents over the course of hours or days.
And now he's saying for us at Citadel, it's allowed us to unleash a much broader array of use cases. It's been really interesting to watch. Work that we would usually do with people with masters or PhDs in finance over the course of weeks or months is being done by AI agents over the course of hours or days. And it's seen as sort of a blackpilling moment because he says like, I got home and I was sort of, I got to tell you I went home one Friday, barely depressed by this because you could see how this was going to have such a dramatic impact on society.
From TBPN · Leopold's 13F, Data Center Fixes, Shein Buys Everlane | Mike Isaac, Rowan Trollope, Dean Leitersdorf, Joanna Stern