John O’Connell was recently published in Kiplinger, the third in his series on AI concentration risk, laying out four risks that could break the assumption holding up the AI buildout: that today’s spending gets paid back by tomorrow’s revenue. The four are demand risk, with the gap between AI spending and revenue running around...
John O’Connell was recently published in Investing.com on the CFTC’s June 2026 proposal to finally give prediction markets a rulebook. For sixteen years the Commission’s power to block event contracts ran on guesswork, with no defined process or deadline, and the proposed rule replaces that with a three-step test and a real review clock...
John O’Connell was recently a guest on the Modern Financial Advisor Podcast, joining host Mike Langford to lay out where wealth management firms actually stand on AI adoption. He opens with a story that should make every compliance officer sit up: a firm turned on Microsoft Copilot, connected it to SharePoint, and assumed its...
