Weekly Reads #2

Hey everyone,

This week’s reads are the following:

Inflation Revisited by VERDAD (link). Interesting article exploring which asset classes tend to perform best in high-inflation environments.

Banking on AI by Accenture (link). Strategy consultants discussing top banking trends in the Age of AI. These are the ones who took in $600m from generative AI advice in last quarter of 2023!

Alternative Data Market by Grand View Research (link). Hedge funds are increasingly using non-traditional data sources to gain a competitive edge in the market. This type of data, often referred to as "alternative data," includes information outside of conventional financial documents like SEC filings and financial statements.

SpaceX vs Competition by The Washington Post (link). An article about how SpaceX's innovation pace - planning 150 launches this year and pushing the capabilities of its Starship rocket - continues to elevate its market status, possibly outpacing competitors for the foreseeable future.

That’s it. Happy weekend!