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Next Financial

Next Financial is a forward-looking newsletter covering emerging trends in finance. We analyze markets, supply and demand dynamics, capital flows, and consumer behavior to help investors and decision-makers understand where opportunities are forming

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Substack
PricingOnly paid issuesPublishesDaily
Issues72Founded10 months agoLast Issue3 days ago
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Latest Issues

How Much? The question that decides your returns — and it isn’t what you buy

In 2016, two researchers — Victor Haghani (a founder of the ill-fated hedge fund LTCM, now running Elm Wealth) and Richard Dewey — handed 61 people a rigged game and watched them fail at it.

In 2016, two researchers — Victor Haghani (a fou...

3 days ago
14
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The Poor Man’s Hedge Fund - How to read a company’s quarter before it reports — using tools that cost you nothing

Somewhere right now, an analyst at a multi-billion-dollar fund is staring at a dashboard you will never see.

Somewhere right now, an analyst at a multi-billion-dollar fund is staring at a dashboard you will never see. It shows how many car...

4 days ago
12
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The Second Derivative - How to profit from a trend after everyone has already seen it

In the week before Samuel Brannan ran through the streets of San Francisco holding a vial of gold dust over his head, he did something quieter and far more lucrative: he bought up every pick, pan and shovel he could find in the city.

In th...

5 days ago
9
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Alex Karp Says AI Labs Are Stealing Their Clients' Data — Here's Why Open Source Will Flip the Script

On July 1, Alex Karp went on CNBC’s Squawk Box to talk about a Palantir–Nvidia partnership.

On July 1, Alex Karp went on CNBC’s Squawk Box to talk about a Palantir–Nvidia partnership. Within two minutes he’d torched the entire frontier-AI...

18 days ago
7
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The money isn't in selling guns — it's in selling powder

For the first time since the Cold War, Europe is rearming in earnest — and it’s not a drill.

For the first time since the Cold War, Europe is rearming in earnest — and it’s not a drill.

19 days ago
13
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