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- Buy-Side Insights — December 5, 2025
Buy-Side Insights — December 5, 2025
On market signals ● AI capex supercycle update ● Career calculus in hedge fund land ● Job board
Doug Garber
December 05, 2025
What’s on tap today:
Market signals — Liquidity decoupling from fundamentals, valuation starting points that matter, and how ROE impacts the “expensive or justified?” debate
AI capex supercycle — Why the AI buildout is starting to look like the shale boom
Career calculus — Geography, non-competes, and compensation structures
Job board — curated across L/S, multi-strat, and sector-specialist seats