Energy and Intelligence.

But first: Today's News Items.

Our first podcast in roughly two years features Karen Karniol-Tambour, Bridgewater Associates’ co-Chief Investment Officer. Jim Haskel (also of Bridgewater) and I spoke with her last week at the company’s offices in Westport, CT. If energy and intelligence are what make a great podcast, Ms. Karniol-Tambour is a podcaster’s dream. We’ll post Parts 1 and 2 later today, as well as an edited transcript of the conversation.