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Article: 3 in 3: Sifting Through the Noise of Midterm Elections
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Election noise can distort market signals. Jim Lydotes looks beyond the headlines at consumers, AI infrastructure, and defense demand.

October 20, 2026

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CASTS - Team

April 22, 2026
Now let’s talk about the Team type. These are people who care deeply about connection, alignment, and belonging.

An Overview of CASTS

April 21, 2026
People think that persuasion and influence are about changing someone's beliefs, but they're not.

A Guide to Securitized Credit

April 15, 2026
The securitized credit market has evolved, through economic cycles and crises, into a popular fixed income allocation. However, its breadth, relative youth, and perceived complexities can be challenging for new investors, causing them to miss out on the asset class’s opportunities. Here’s what you need to know.

CIO Roundtable: The AI Story’s Easy Phase is Over

April 10, 2026
The first phase of the AI trade rewarded broad calls: “Buy power!” “Sell software!” The next phase will require much more discrimination across business models, capital structures, and industries.
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