Most interesting market views on Substack this week

Substack has emerged as a hub for financial market commentary, drawing retail investors and prominent voices who publish newsletters and independent research. With figures like Michael Burry and Ray Dalio alongside firms such as Citrini, the platform has taken on a quasi Bloomberg-terminal role for those unwilling to pay for expensive subscriptions.

Rupak Ghose argued that Bloomberg's institutional trust shields it from disruption by AI, using a Good Will Hunting analogy to make the point. He wrote, "Of course that's your contention. You're a VC who's never traded markets. You saw an AI demo from a start-up, and now you think Bloomberg's a legacy SaaS vendor." Frank Chaparro looked at the implications of around-the-clock trading for crypto volatility and highlighted efforts to limit extreme moves when traditional markets are closed.

substack, michael burry, ray dalio, citrini, bloomberg, ai disruption, rupak ghose, frank chaparro, crypto volatility, retail investors