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

Podcast Of The Week: The Tangible ‘20s

Disclosure: to my non-financial markets friends, I offer you this insight first, and then for whoever else still cares, you’ll want to check out the podcast below.  One interpretation of the decade (still mostly) in front of us is that it might be like The Roaring ‘20s all over again. Advances in technology, low unemployment, … Continue reading Podcast Of The Week: The Tangible ‘20s

Podcast Of The Week: The Behavioral Finance Entertainment Complex

This Brian Portnoy take really resonated with me. He says we (the finance industry) have created a “Behavioral Finance entertainment complex that does very little to help real people make real decisions.”  In a nutshell, people are predictably irrational (as Dan Ariely put it).  We know a lot of ways these irrationalities manifest.  In the … Continue reading Podcast Of The Week: The Behavioral Finance Entertainment Complex

How Old (In Human Years) Is Your Business?

Your business has an age. Treat it accordingly.  A baby needs 24/7 care, can’t do anything for themselves and is wholly unpredictable. It’s the idea on paper where you’re asking “maybe this will work” but any number at this stage is largely irrelevant.  Toddlers require even more resources. Nothing of material value is coming out … Continue reading How Old (In Human Years) Is Your Business?

Podcast Of The Week: Jim Bianco Just Altered My Entire View On NFTs

Ok, I know, I still haven’t written that NFT post I’ve promised to write, but I’m still learning. And god is there so much to learn here. Jim Bianco is one of my favorite macro thinkers and JC Parets is one of my favorite “the trends don’t lie” financial guys who helps keep my thinking … Continue reading Podcast Of The Week: Jim Bianco Just Altered My Entire View On NFTs