Miriam Gottfried

Covering investing and wealth management for @WSJ; [email protected]; Signal 503-730-4464

[WSJ Podcasts @WSJPodcasts]

Are tech giants hiding the real cost of the AI buildout? @telisdemos and @JonathanWeil are joined by Kevin Koharki (@caecoach) on WSJ’s Take On the Week to break down why investors need a clearer view of the financial statements.

Listen🎧:https://t.co/cwZI72dsMz

[WSJ Podcasts @WSJPodcasts]

History suggests IPO waves can be risky. Owen Lamont of Acadian Asset Management joins @miriamgottfried and @telisdemos on WSJ’s Take On the Week to explain why retail investors should approach mega-cap debuts like SpaceX with caution.

Listen🎧: https://t.co/cwZI72dsMz

[Todd Stankiewicz @Todd_Sykon]

Great article in the @WSJ by @miriamgottfried … check it out. It’s about how to handle concentrated stock and highly appreciated positions.

Something I have been talking about a lot this week.

https://t.co/Jr5oPsXAwo

[WSJ Podcasts @WSJPodcasts]

Is SpaceX worth around $1.77 trillion? WSJ’s Take On the Week co-hosts @miriamgottfried and @telisdemos are joined by NYU professor @AswathDamodaran, who breaks down the mega IPO, and why the company’s AI business is not quite what it seems.

Listen🎧: https://t.co/cwZI72dsMz

[Sam Ro 📈 @SamRo]

"A new strategy took shape. Hedge-fund firm AQR Capital Management developed the tax-aware long-short strategy for clients such as family offices and ultrawealthy individuals. ... It was a hit. AQR now manages nearly $70 billion in tax-aware long-short strategies, roughly 80% of which is in SMAs." https://t.co/tFZgxcOxKb

[WSJ Podcasts @WSJPodcasts]

🚨 New pod alert! 🚨 This week on WSJ's Take On the Week, co-hosts @TelisDemos and @miriamgottfried are joined by @Adam__Josephson of Sakonnet Research to break down the disconnect between a buoyant financial economy and a struggling consumer. Listen: https://t.co/cwZI72dsMz

[Brent Sullivan @TaxAlphaInsider]

Sunday is supposed to be my day off...

[WSJ Podcasts @WSJPodcasts]

The divide between Wall Street and Main Street keeps growing. @Adam__Josephson of Sakonnet Research joins @miriamgottfried and @telisdemos on WSJ’s Take On the Week to explain why high financial leverage is masking consumer weakness.

Listen🎧: https://t.co/cwZI72e0C7

[WSJ Podcasts @WSJPodcasts]

Billionaire philanthropist @johnarnold joins @miriamgottfried and @telisdemos on WSJ’s Take On the Week to discuss the looming oil market breaking point, the future of energy needs for AI, and the call for guardrails around prediction markets.

Listen🎧: https://t.co/cwZI72e0C7

[Michael Amon @michaelkamon]

Looking for an exciting reporting and editing role in the heart of the biggest stories in the world? Apply to be WSJ's next Deputy Middle East Bureau Chief, in Dubai or Tel Aviv. https://t.co/huAcTEWBVO

[WSJ Podcasts @WSJPodcasts]

New pod alert! 🚨 This week on WSJ's Take On the Week, @telisdemos and @miriamgottfried are joined by @downtown to discuss "HALO" stocks and the end of the capital-light era.

Listen🎧: https://t.co/cwZI72dsMz

[WSJ Podcasts @WSJPodcasts]

Are “HALO” stocks immune to AI risk? @ReformedBroker joins @miriamgottfried and @telisdemos on WSJ’s Take On the Week to discuss the “HALO” Trade and the shift away from capital-light companies.

Listen🎧: https://t.co/cwZI72e0C7

[Michael Amon @michaelkamon]

Now that my friend and, sadly, former colleague @shayndi is on her way to CBS to work for @bariweiss, it’s a good time to share all her hit stories—those she authored but also spearheaded as an editor (and not what she didn’t). Thread on our coverage under her leadership.

[Arnold Ventures @Arnold_Ventures]

Arnold Ventures’ Co‑Founder @johnarnold will join @telisdemos and @miriamgottfried for a live conversation at WSJ’s Take on the Week during @WSJ’s Future of Everything on May 5 (11:45 a.m. ET), discussing U.S. energy markets, AI power demand, and prediction markets. https://t.co/xwr10S7bW2

[WSJ Podcasts @WSJPodcasts]

🚨New pod alert! 🚨 This week on WSJ's Take On the Week, @miriamgottfried and @telisdemos are joined by @andrewcourt1 of @Kalshinomics to explain how investors could use prediction markets.

Listen: https://t.co/OTSeyY4os0

[WSJ Podcasts @WSJPodcasts]

Are prediction markets more than just gambling? @andrewcourt1 of @Kalshinomics joins @miriamgottfried and @telisdemos on WSJ’s Take On the Week to explain how investors could use prediction markets like Kalshi and Polymarket.

Listen🎧: https://t.co/cwZI72e0C7

[Andrew Courtney @andrewcourt1]

Should the average investor trade prediction markets? (Spoiler: no — but they shouldn’t ignore them.)
Putting probabilities front and center in how we understand news and finance is a real step forward.
Great questions from @miriamgottfried and @telisdemos.

[WSJ Podcasts @WSJPodcasts]

Economists have been whiffing on jobs reports lately. @WendyEdelberg of @BrookingsInst joins @telisdemos and @miriamgottfried on WSJ’s Take On the Week to break down how a lack of immigration could change the calculus for the labor market.

Listen🎧: https://t.co/cwZI72e0C7

[WSJ Podcasts @WSJPodcasts]

Are we entering a short sellers’ market? @Carson_C_Block of @muddywatersre joins @miriamgottfried and @rudegeair on WSJ’s Take On the Week to discuss the growing risks in private credit, passive investing, and AI.

Listen🎧: https://t.co/cwZI72e0C7

[WSJ Podcasts @WSJPodcasts]

Will high oil prices kill demand? Natasha Kaneva of @jpmorgan joins @miriamgottfried and @telisdemos to break down the “red line” for demand destruction, the ceiling on oil prices, and why you should book your summer travel today.

Listen🎧: https://t.co/cwZI72e0C7