Get Down On It: What Else I’m Up To, 1/5/2024 Edition

It's been a wild start to 2024 - I'm kind of in shock the year is almost 15% in the books, and then I look at just how much happened and... some highlights! In no particular order - here's what else I'm up to. And if you want to know more frequently than these self-promotional … Continue reading Get Down On It: What Else I’m Up To, 1/5/2024 Edition

Punk Rock Economics (How To Start A Scene, Not Sell Out, And Save The World)

A friend of mine was telling a story about a small business event where a sponsor chose to order food from a nearby chain instead of getting it from one of the local restaurants the sponsor had personally invited to attend(!). The sponsor proceeded to eat the takeout in front of the restaurant owners. In … Continue reading Punk Rock Economics (How To Start A Scene, Not Sell Out, And Save The World)

Podcast Of The Week: Tom Morgan On Curiosity Calling

Tom Morgan is one of my favorite financial professionals for this reason: he’s curious.  Not just about the standard financial person curiosity, but everything - from literature, to Jungian analysis, to spiritual energy.  And not in any too woo-woo ways that make me blush (or “clutch my pearls”), but in the way that makes me … Continue reading Podcast Of The Week: Tom Morgan On Curiosity Calling

Podcast Of The Week: Tales From The Crypto [FTX Podcast Collection]

Somebody else made a “Tales from the Crypto” joke already I’m sure, but I thought of it now and I’m running with it damnit.  With the FTX bankruptcy and crypto ponzi blowups making headlines all around us, I’ve been fascinated by just what happened, who got sucked in (and how), and how the world is … Continue reading Podcast Of The Week: Tales From The Crypto [FTX Podcast Collection]

Podcast Of The Week: Jigar Shah On The DOE And Energy Policy In America

If you like business, if you’re interested in capitalism, incentives, and the overlap between public and private idea funding AND scaling… you’ll love this podcast episode and Jigar Shah.  Listen to Jigar Shah on the Oddlots podcast, “Jigar Shah on the DOE’s Role In Accelerating The Energy Transition.”  Change takes investment. Investment requires money. Money … Continue reading Podcast Of The Week: Jigar Shah On The DOE And Energy Policy In America

Podcast Of The Week: Ben Hunt With JP O’Shaughnessy

I may have to make a separate list of “oh, to have the privilege of being a fly on the wall for this conversation” podcast episodes. Ben Hunt is the market/political game-theorist extraordinaire. JP O’Shaugnnessy is one of the original quant investors. The talk is supposed to be centered on the metaverse, but they cover … Continue reading Podcast Of The Week: Ben Hunt With JP O’Shaughnessy

Fortunes Are Collected At Peaks And Created In Declines

The world feels like its trying to end all around us sometimes.  Once you’ve been through it a few times, once you’ve come to terms with hating how true “this too shall pass” is because it’s never passing fast enough, and once you’ve embraced how “things are always darkest before they go completely black,” you’re … Continue reading Fortunes Are Collected At Peaks And Created In Declines

Podcast Of The Week: Gave On What Is Happening In Global Markets

I need some optimism. I also need a fresh perspective on reality. Louis-Vincent Gave is a great macro thinker, and being that he both lives outside of the US, and does global investing/research, he’s just the insightful conversation I was looking for. Gave appeared on the MacroVoices podcast a few weeks ago and talked about … Continue reading Podcast Of The Week: Gave On What Is Happening In Global Markets