David’s Substack
David Pepper | Advisors EdgeMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 156 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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dpepper.substack.comLatest Issues
The Advisor’s Edge: Your Next Job Interview May Not Be With a Human
For most of my career, getting a job interview meant one thing: someone had looked at your résumé and decided they wanted to talk to you. You walked into an office, picked up the phone, or more recently logged onto Zoom. There was another p...
The Advisor’s Edge: AI Is No Longer Running the Market. Bonds Are.
For much of the past year, there was one question that seemed to matter more than almost anything else in the stock market:
What is happening with AI?
A strong earnings report from a semiconductor company could add billions of dollars of...
The Advisor’s Edge: America Has a Buyer Problem
For the last several years, almost every conversation about interest rates has started with inflation and ended with the Federal Reserve.
Inflation is too high. The Fed raises rates. Inflation comes down. The Fed eventually lowers rates. M...
The Advisor’s Edge: The world appears to be entering a higher-rate era. Here’s who will pay the price
The global bond rout is raising borrowing costs across the economy and forcing governments, companies and consumers to confront the possibility that expensive debt is here to stay, reports Lee Ying Shan.
Global bond yields have been climbi...
The Advisor’s Edge: The Interest Rate Nobody Is Watching Could Keep Housing Frozen
For the last few years, almost every conversation about housing has eventually come back to the Federal Reserve.
When will the Fed cut?
How many times will it cut?
And when will mortgage rates finally come down?
I think we may be watchi...
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The writers behind this newsletter.
Private equity and corporate banking veteran with 25 years of dealmaking experience and a background in university-level finance teaching, offering insights on value creation and navigating markets through multiple cycles.
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