Good morning. The world is more dangerous for leaders, across multiple dimensions. The attempted shooting attack at the White House Correspondents’ Dinner on Saturday and the Molotov cocktail attack on Sam Altman’s home earlier this month are further proof of that. Researchers tracked more than 2,200 direct threats to CEOs across different channels in the five weeks following the fatal shooting of UnitedHealthCare CEO Brian Thompson in late 2024, more than the entire year that preceded it. Spending on physical security is up and the geopolitical landscape is obviously more risky with the war on Iran. Now add AI, which has made it dramatically cheaper to execute and scale fraud. So what can leaders and their companies do?
Don’t publicize location or other details. I now receive a number of invites where the location is disclosed only after I RSVP ‘yes.’ Sometimes, that’s to keep party-crashers at bay, but it’s also a smart security move. Of course, that’s not possible for events like the White House Correspondents’ Dinner, which is why gunman Cole Tomas Allen knew to book a room at Hilton, where it was being held. It’s a common practice for CEOs to book hotel rooms under pseudonyms or a staffers’ name.
Split up the leadership team. Like the royal family, most companies have policies that bar key executives and board members from traveling on the same plane. It’s surprising to me that at least two-thirds of the 18 officials in line to succeed the president were at the dinner, many in close proximity to Trump.
Talk to your kids. You don’t have to be a billionaire to be exposed to the threat of kidnapping, extortion, or fraud. There are ways to minimize it. Growing up, my family used a different (non-Catholic) last name when visiting with Protestant relatives during ‘the troubles’ in Northern Ireland. Many leaders I know have a safe word for their company and another for their family that they know to use if any strange phone calls come in from fraudsters pretending to be them. In an age when identity theft is so prevalent, it’s a smart thing for everyone to do.
When John Ternus succeeds Tim Cook as Apple CEO on Sept. 1, he’ll inherit a rebounding China business, with $64.3 billion in fiscal 2025 revenue and a strong iPhone 17-driven start to 2026. But he faces touchy U.S.-China tensions, supply-chain diversification challenges, AI delays, and renewed pressure from Huawei and Xiaomi.
The ‘Buffett Indicator’ flashes red
The S&P 500 has rebounded to a near all-time record of 7165 since the Iran war sparked a selloff. Here’s the shocker: The Buffett Indicator now stands at 227%, a figure that’s around one-sixth higher than what Buffett identified as the prepare-for-a-roasting zone. Buffett’s thesis does not predict when the market swings back into balance, just that it will eventually, and when it does all investors will feel the pain.
When insider trading is the whole point
George Mason University professor Robin Hanson, who helped develop the market scoring rule used by many prediction markets, said people with inside information should be on platforms like Kalshi and Polymarket. “You want the most accurate prices. That’s pretty clear. The purpose of the market is to inform decisions.”
S&P 500 futures are down 0.08% this morning. The last session closed up 0.80%. The STOXX Europe 600 was up 0.11% in early trading. The U.K.’s FTSE 100 was up 0.04% in early trading. Japan’s Nikkei 225 was up 1.38%. China’s CSI 300 was up 0.03%. Hong Kong’s Hang Seng was down 0.20%. South Korea’s KOSPI was up 2.15%. India’s NIFTY 50 is up 0.86%. Bitcoin was at $78K.
Florida’s influx of rich residents is killing the middle class and housing market by Sydney Lake
North Korean IT workers are stealing remote jobs and raking in billions—and Americans are helping them do it by Amanda Gerut
CEO Daily is curated and edited by Andrew Wyrich, Jason Ma, Claire Zillman, and Lee Clifford.
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