My consumption of podcasts has been unreasonable, and it`s all about AI lately, partly because I have been deep in technical work and the transition is moving faster than I expected, meaning i'm doing stuff i would NEVER been able to without AI. Which is scary because AI will for sure take many people´s jobs, but at the same time cool, because of all the things we can to without needing the tech bros now? love that.

I think this means many people will have to step into their entrepreneur era, and for as long as i can remember the traits associated with ADHD and dyslexia were just not it. The economy tended to rewarded compliance, consistency, and the ability to sit still for eight hours straight and follow a process. AI just blew that up, and THANK GOD for that.

The people who are going to win in the next decade are not the ones who are best at executing repeatable tasks (machines do it better), the winners are the ones who can make unexpected connections, tolerate ambiguity, and move fast.

I'm not romanticizing it, neurodivergence tendencies come with real costs, but I do think we're at an inflection point. The skills that got pathologised for decades are suddenly the most economically valuable ones. People who previously have been told “they needed to fix” themselves are walking into this moment with just the right wiring.

and if that's you, good for you love, you got this.

The stock rally goes on. And it is being carried by a surprisingly narrow group of names, but whats new?

The bond market has been making a point that equity markets have (so far) chosen to ignore. The yield on a 10-year US Treasury now exceeds the earnings yield on the S&P 500, a gap not seen since the early 2000s, meaning that for the first time in years, lending money to the US government pays better than owning the stock market. That is not, historically, a backdrop that ends well for equities.

Bank of America noted this week that their sentiment indicator hit its highest reading since just before last year's correction. Markets have a long and well-documented history of staying irrational well past the point where the data suggests they should, so do not consider it a prediction.

But if you have been quietly meaning to revisit your allocations, rebalance, or simply get clear on what you actually own, all-time highs are, fittingly, an excellent moment to take stock. Worth to notice, the indicator has a record of being right 63% of the time, so by no means flawless.

The wellness girls has been knowing for quite some time, but it´s refreshing to have some numbers to back it up. More than half of active-consumers now say fitness is central to their identity, so not something they do, but something they are. At the same time, nearly a third of adults globally don't move enough, and the number is climbing. (plug GLP-1s)

The K-shaped economy has become the framework for describing a world where different segments of society aren't just growing at different speeds, they're moving in opposite directions entirely, and it maps the class divide quite accurately. And as it turns out, wellness follows the exact same shape, as the fit are getting fitter, while everyone else is getting more sedentary.

So it is no longer necessarily about looking a certain way, but about signaling a certain life. Health has become one of the clearest proxies for economic position, because of the time, attention, and mental bandwidth it requires.

On the consumer side, the challenger brands like Lululemon, Alo, Oneractive, bala, understood this shift before the incumbents did, and they are not selling us performance gear, but a €200 sports set that tells the room something about who you are.