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Market Insights] Howard Marks, 13Fs, and the Road Ahead for 2025

Market Insights] Howard Marks, 13Fs, and the Road Ahead for 2025

Markets have been turbulent since April, with 13F filings showing a shift from pricey big tech into healthcare, construction, and rate-sensitive sectors. Howard Marks warns equities are overvalued—urging rebalancing, patience, and defensive positioning.

Tariffs, AI, and the 401(k) Revolution: A Global Rebalancing of Capital & Opportunity for Impact Investing

Tariffs, AI, and the 401(k) Revolution: A Global Rebalancing of Capital & Opportunity for Impact Investing

I've Been Thinking…On the Future of Capitalism - AI, Digital Currency, Geopolitics & Impact

I've Been Thinking…On the Future of Capitalism - AI, Digital Currency, Geopolitics & Impact

From Decarbonization to Value Creation: Embedding Sustainability in the Global Energy Transition

From Decarbonization to Value Creation: Embedding Sustainability in the Global Energy Transition

Essay Collection: Recordings from Seoul. (Summer 2025).

Essay Collection: Recordings from Seoul. (Summer 2025).

AI Foundational Series - Part 2] Machine Learning vs. Deep Learning vs. AGI

AI Foundational Series - Part 2] Machine Learning vs. Deep Learning vs. AGI

Productivity (incl. AI)

AI Foundational Series - Part 2] Machine Learning vs. Deep Learning vs. AGI

AI Foundational Series - Part 2] Machine Learning vs. Deep Learning vs. AGI

Understanding How AI Learns—And What It Means for Humanity

AI Foundational Series - Part 1] What Is AI? A Historical and Conceptual Overview

AI Foundational Series - Part 1] What Is AI? A Historical and Conceptual Overview

Revisiting the Social Contract in the Age of AI

Revisiting the Social Contract in the Age of AI

Chapter 1: Introduction to Python for Quantitative Finance

Chapter 1: Introduction to Python for Quantitative Finance

AI | The Age of AI is here: Chat GPT 4 + Google's AI, ft. Bill Gates' latest note

AI | The Age of AI is here: Chat GPT 4 + Google's AI, ft. Bill Gates' latest note

Ultimate Guide to ChatGPT 101: What is it, How does it work, and How to Increase Productivity with It (before it takes over our lives) - Part 1

Ultimate Guide to ChatGPT 101: What is it, How does it work, and How to Increase Productivity with It (before it takes over our lives) - Part 1

AI | How ChatGPT Works? Three Videos to Watch.

AI | How ChatGPT Works? Three Videos to Watch.

Books

Growth | Wherever you go, there you are: Mindfulness meditation in everyday life - Ph.D. Jon Kabat-Zinn (1994)

Growth | Wherever you go, there you are: Mindfulness meditation in everyday life - Ph.D. Jon Kabat-Zinn (1994)

Discover how Jon Kabat-Zinn's free pandemic meditations brought mindfulness and tranquility during uncertain times.

Growth | The Pilgrimage - Paulo Coelho (1987)

Growth | The Pilgrimage - Paulo Coelho (1987)

Growth | The Untethered Soul: The Journey Beyond Yourself - Michael A. Singer (2007)

Growth | The Untethered Soul: The Journey Beyond Yourself - Michael A. Singer (2007)

Growth | Silence - Erling Kagge (2016)

Growth | Silence - Erling Kagge (2016)

Growth | The Monk and the Philosopher - Matthiew Ricard (1997)

Growth | The Monk and the Philosopher - Matthiew Ricard (1997)

Growth | The Four Agreements: A Practical Guide to Personal Freedom - Don Miguel Ruiz (1997)

Growth | The Four Agreements: A Practical Guide to Personal Freedom - Don Miguel Ruiz (1997)

Growth | Inward - Yung Pueblo (2017)

Growth | Inward - Yung Pueblo (2017)

Conscious Living

Essay Collection: Recordings from Seoul. (Summer 2025).

Essay Collection: Recordings from Seoul. (Summer 2025).

Hi everyone — it’s here. I’m grateful to share Recordings from Seoul — a new collection of essays written during a recent return to South Korea. What began as reflective notes on memory evolved into something more layered: a written homecoming across time, identity, and legacy. I’m EJ Elena

Why I Run: A Journey Back to Myself

Why I Run: A Journey Back to Myself

Revisiting the Social Contract in the Age of AI

Revisiting the Social Contract in the Age of AI

Wheel of Life - rate your life

Wheel of Life - rate your life

Travel | Nature restoration site visit with WWF - Ingleborough National Nature Reserve

Travel | Nature restoration site visit with WWF - Ingleborough National Nature Reserve

Travel | Scottish Highlands (2-day weekend getaway)

Travel | Scottish Highlands (2-day weekend getaway)

From Couch to 5K: A Beginner’s Guide to Building a Running Habit

From Couch to 5K: A Beginner’s Guide to Building a Running Habit

Newsletter

Sustainable Investing

Tariffs, AI, and the 401(k) Revolution: A Global Rebalancing of Capital & Opportunity for Impact Investing

Tariffs, AI, and the 401(k) Revolution: A Global Rebalancing of Capital & Opportunity for Impact Investing

Executive Summary The global capital markets stand at an inflection point. Three disruptive forces—tariff realignments, AI-driven productivity, and the democratization of retirement capital through alternative assets—are colliding to reshape investment paradigms. President Trump’s August 2025 executive order allowing 401(k) retirement plans to invest directly in crypto,

I've Been Thinking…On the Future of Capitalism - AI, Digital Currency, Geopolitics & Impact

I've Been Thinking…On the Future of Capitalism - AI, Digital Currency, Geopolitics & Impact

From Decarbonization to Value Creation: Embedding Sustainability in the Global Energy Transition

From Decarbonization to Value Creation: Embedding Sustainability in the Global Energy Transition

Climate Science 101: Climate Risk Scenarios and Net Zero for Investors (Part 2)

Climate Science 101: Climate Risk Scenarios and Net Zero for Investors (Part 2)

Climate Science 101: Climate Risk Scenarios and Net Zero for Investors (Part 1)

Climate Science 101: Climate Risk Scenarios and Net Zero for Investors (Part 1)

How Cities are Going Green: Embracing Sustainability and Nature in Urban Design ft. Rooftop Ski slope!

How Cities are Going Green: Embracing Sustainability and Nature in Urban Design ft. Rooftop Ski slope!

What Are Green, Social, Sustainability, Sustainability-linked (GSSS) Bonds? & Key Bloomberg Shortcut Keys for Practitioners!

What Are Green, Social, Sustainability, Sustainability-linked (GSSS) Bonds? & Key Bloomberg Shortcut Keys for Practitioners!

Investing

Market Insights] Howard Marks, 13Fs, and the Road Ahead for 2025

Market Insights] Howard Marks, 13Fs, and the Road Ahead for 2025

Markets have been turbulent since April, with 13F filings showing a shift from pricey big tech into healthcare, construction, and rate-sensitive sectors. Howard Marks warns equities are overvalued—urging rebalancing, patience, and defensive positioning.

Tariffs, AI, and the 401(k) Revolution: A Global Rebalancing of Capital & Opportunity for Impact Investing

Tariffs, AI, and the 401(k) Revolution: A Global Rebalancing of Capital & Opportunity for Impact Investing

Global Markets Recap - Week of Dec 18, 2023

Global Markets Recap - Week of Dec 18, 2023

Global Markets Recap - Week of Dec 11, 2023

Global Markets Recap - Week of Dec 11, 2023

Global Markets Recap - Week of Dec 4, 2023

Global Markets Recap - Week of Dec 4, 2023

Global Markets Recap - Week of Nov 27, 2023

Global Markets Recap - Week of Nov 27, 2023

Global Markets Recap - Week of Nov 6, 2023

Global Markets Recap - Week of Nov 6, 2023

education

More

Chapter 1: Introduction to Python for Quantitative Finance

Education | Key Stats, Risk and Performance 101 Concepts

Education | Ultimate Fixed Income 101: What are Credit Spread, Spread Duration, and DxS?

Education | Ultimate Fixed Income 101: What is the Role of Bonds in a Portfolio?

Education | Ultimate Fixed Income 101: What is Duration?