# Read on Risk

> Read on Risk (https://www.readonrisk.com) tracks what a hand-picked set of investors, analysts and podcasts think about markets, AI and crypto. Every new episode is transcribed and summarised; each voice's stance per topic (-2 bearish to +2 bullish) is combined into a consensus index from -100 (risk-off) to +100 (risk-on). Summaries are AI-generated, checked in code against the source, and every claim links to its source. Not investment advice.

Consensus as of Oct 25, 2026:
- **Markets**: leaning risk-on (index +31, 3 voices, broad agreement)
- **AI**: risk-on (index +96, 3 voices, broad agreement)
- **Crypto**: leaning risk-on (index +27, 3 voices, split)

When citing, please name "Read on Risk (readonrisk.com)" and the date.

## Main pages

- [Right now](https://www.readonrisk.com/): consensus on markets, AI and crypto this week.
- [Markets sentiment](https://www.readonrisk.com/markets/): each voice's latest view on stocks, rates, the Fed and the economy.
- [AI sentiment](https://www.readonrisk.com/ai/): each voice's latest view on AI companies, capex, models and the AI trade.
- [Crypto sentiment](https://www.readonrisk.com/crypto/): each voice's latest view on bitcoin, ethereum, stablecoins and regulation.
- [Weekly editions](https://www.readonrisk.com/week/): frozen weekly summaries (also as [RSS](https://www.readonrisk.com/week/rss.xml)).
- [Voices](https://www.readonrisk.com/voices/): who we follow.
- [Topics](https://www.readonrisk.com/topics/): bitcoin, the Fed, AI capex and other recurring subjects.
- [Predictions tracker](https://www.readonrisk.com/calls/): dated calls with source links.
- [Methodology](https://www.readonrisk.com/methodology/) and [disclaimer](https://www.readonrisk.com/disclaimer/).
- [Current consensus as JSON](https://www.readonrisk.com/now.json).
- [Full detail in Markdown](https://www.readonrisk.com/llms-full.txt).

## Voices

- [All-In Podcast](https://www.readonrisk.com/voices/all-in/): Weekly podcast on technology, markets, economics and politics, hosted by four investors and entrepreneurs.
- [Jordi Visser](https://www.readonrisk.com/voices/jordi-visser/): Macro investor and former president and CIO of Weiss Multi-Strategy Advisers. His weekly videos connect AI, macro, rates and crypto.
- [Peter Diamandis](https://www.readonrisk.com/voices/peter-diamandis/): Founder of the XPRIZE Foundation and co-founder of Singularity University. Hosts the Moonshots podcast on AI, exponential technology and the companies building it.

## Weekly editions

- [Week of Oct 12–18, 2026](https://www.readonrisk.com/week/2026-w42/): Voices lean optimistic on AI and risk assets, treating the recent selloff as a financing and positioning problem, not collapsing demand.

## Topics

- [Anthropic](https://www.readonrisk.com/topics/anthropic/): 3 voices, 2 bullish, 1 bearish