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Finance

Ethan McGowan

AVs must pass an insurance test—no policy, no deployment Permits should hinge on corridor-specific coverage and quarterly audited claims data Keep driver-assist and driverless distinct; if it’s not insurable at market rates, it’s not permissible

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Keith Lee

AI accelerates information cascades, turning rumors into rapid bank runs Stability now hinges on dampening synchronized behavior, not just capital buffers Build rumor-aware stress tests, fast disclosures, and drill-based curricula

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Keith Lee

Korean GDP growth was 6.4%/y for 50 years until 2022, but down to 2.1%/y in 2020s.Due to low birthrate down to 0.7, population is expected to 1/2 in 30 years.Policy fails due to nationwide preference to leftwing agenda.

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Keith Lee

When an expectation for future is shared, market reflects it immediatelyUS Fed hints to lower interest rates in March, which is already reflected in prices

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