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Yangge Seaman, who helped build the private markets programme at Texas-based foundation Children’s Health, has launched Gordian Investment Group, which aims to unlock secondaries access for institutional investors. After years of buying and selling secondaries as an allocator, Seaman believes institutional investors often have the appetite and capital to pursue deals, but aren’t able to follow through given they often lack the governance, resources or speed to execute on their own.

Jonathan Raa | Nurphoto | Getty ImagesCrowdStrike and Okta shares surged on Thursday after earnings showed that artificial intelligence adoption is pushing customers to spend more on cybersecurity tools. Both companies beat Wall Street’s estimates for the fiscal second quarter and raised their forecasts, citing the AI agent threat. CrowdStrike’s stock gained 20% for its best day ever, while Okta’s surged nearly 29%. The broader cyber sector rallied as well, with shares of Palo Alto Networks, SailPoint, Zscaler and Rubrik up at least 10% each.”We’re in an arms race,” CrowdStrike CEO George Kurtz said during an earnings call with analysts…

American flag is seen displayed at the Time Square in New York City, United States.Jakub Porzycki | Nurphoto | Getty ImagesAmericans’ inflation-adjusted incomes rose and poverty declined in 2025, according to new Census Bureau data released Tuesday, as the Federal Reserve meets to decide whether inflation still requires higher interest rates. Real median household income rose by 2.6% to $87,460 last year, the Census Bureau reported as part of a suite of data releases Tuesday. The poverty rate fell by a nearly half-point to 10.2%. The poverty threshold for a family of four last year was $32,970.Treasury Secretary Scott Bessent celebrated…

Share prices of cyber firms have jumped around a lot in recent weeks, leading one side or the other to claim victory. But the crucial point is that, relative to the historical norm, the market is not really pricing ANYTHING big to change. There was a much bigger move in cyber stocks in both 2020-22 (up) and 2022-23 (down) but no one read “AI x-risk” into this. Here is the full post with graph. Hardly the final word, and I am myself more pessimistic than those numbers indicate.  But at least with this we are getting somewhere concrete and scientific…

The Fed meeting is a pivotal moment for the bond market WYFF

Congress congratulated itself for solving the penny problem, but what about the source of the problem — inflation?

    The transcript from this week’s, MiB: Seth Bernstein, Chief Executive Officer of AllianceBernstein, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ MASTERS IN BUSINESS Seth Bernstein, CEO, AllianceBernsteinBloomberg Radio  |  Host: Barry Ritholtz 00:00:07  BARRY RITHOLTZ: This week on the podcast, we have an extra special guest. Seth Bernstein is the CEO of AllianceBernstein, as well as Head of Asset Management for Equitable Holdings. The firm manages $905-plus billion…

I’m sitting on the sidelines. In fact, I’m still buying… Listen to the audio version of this article (generated by AI). The bond market is flashing a warning. Treasury yields have been climbing as investors react to higher energy prices and the inflationary pressure that comes with them. And that is putting the Federal Reserve in a difficult spot. In my view, the Fed should not raise interest rates simply because oil, diesel and jet fuel prices are moving higher. There is very little monetary policy can do to solve an energy-price shock. But Fed Chair Kevin Warsh has made…

Listen to the audio version of this article (generated by AI). A 27-year-old’s viral warning… AI CEOs agree about slowing down… why Wall Street is selling… and the contrarian case that a slowdown could extend the AI bull… how Jonathan Rose is trading it As I write on Monday morning, the AI trade is in the red. Over the weekend, the people building artificial intelligence spent their time warning the world about it – a panic that started with a single viral post last week. A 27-year-old Anthropic researcher named Jacob Coxon quit the AI industry with a seven-part post…

Goldman Sachs Asset Management launched two new ETFs Monday, expanding exposure to emerging and international equities. The ETF duo includes the Goldman Sachs Data Enhanced Emerging Markets Equity ETF (GEMQ) and the Goldman Sachs Data Enhanced International Equity ETF (GIEQ). That pair joins an ETF landscape in which those segments are seeing growing interest. Key […] The post Goldman Sachs Launches Emerging, International Equities ETFs appeared first on ETF Trends.