Bessent’s Top Bank Reform is Good for Markets

Published on June 20, 2025

US banks seem likely to get the changes they want to an obscure but important rule known as the supplementary leverage ratio.

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How AI Will Disrupt Big Tech

June 20, 2025
AI is advancing at an astonishing pace and undermining the core businesses of tech giants like Google, Microsoft, and Apple. But it is not only transforming the applications we use; it is also reshaping the very process of software development, threatening to render much of today’s tech sector obsolete.

Zephyr's Adjusted for Risk: Investment Strategies for the Modern Market with Brad Roth

June 20, 2025
Ryan Nauman and Brad Roth discuss the use of AI and alternative data sources, the advantages of automated investment systems, and the importance of minimizing drawdown risk through low volatility strategies.