Podcast Of The Week: Zeihan With Rogan

Zeihan is getting more famous than ever. Who else is going to make the intersections between geography and geopolitics cool?  While I may not be able to tell everyone to read at least the first handful of chapters from The Accidental Superpower, I’m hoping some of you will check out Zeihan’s brain getting the Rogan … Continue reading Podcast Of The Week: Zeihan With Rogan

Lifestyle/Workstyle and Time/Money

I spend a lot of time in my professional life talking to people about “wealth.” It all boils down to healthy versus unhealthy relationships with both time and money.  And then Ash Ambirge showed up with a Selfish Forever email in my inbox. Unsurprisingly, she put a few things about time vs. money, wealthy vs. … Continue reading Lifestyle/Workstyle and Time/Money

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]

Why Hindsight = Opportunity, But Foresight = Risk

This Morgan Housel quote is about markets. It’s also about anything we thought was scary but did anyway in our past, and anything we think looks scary and aren’t sure if we’ll do in our future.  Every past market crash looks like an opportunity, but every future market crash looks like a risk.  In markets, … Continue reading Why Hindsight = Opportunity, But Foresight = Risk

Podcast Of The Week: Ben Hunt on Panic With Friends

Ben Hunt returned to Howard Lindzon’s Panic With Friends podcast a few weeks ago - and if you missed it, it’s worth the revisit. Hunt is one of my favorite thinkers on how to think about people’s behavior in the context of markets.  If you’re not a finance person, think about it as how marketing … Continue reading Podcast Of The Week: Ben Hunt on Panic With Friends

Podcast Of The Week: It’s All About Bottlenecks

In finance, “macro” people are the ones who operate at the big-picture level. It’s not just stocks and bonds, but they (typically) factor commodities, exchange rates, politics, and all sorts of other things into their analysis. Sometimes they sound really smart, but aren’t.  Sometimes they sound really tin-foil hat, and they are.  And sometimes, if … Continue reading Podcast Of The Week: It’s All About Bottlenecks

Want Wealth? Go Where The MBAs… Arent?!

Dan Rasmussen and Nicholas Rice at Verdad have a fascinating piece out called, “The MBA Indicator.” They studied which industries the graduating MBAs of Wharton have joined over time, and then tracked the stock performance of each sector in search of some correlation. What they found is that the more freshly-anointed MBAs were joining a … Continue reading Want Wealth? Go Where The MBAs… Arent?!

Stories Set Prices, But Changing Stories Move Prices

I was listening to a person talk about selling their house. They’re kicking themselves they should have moved when the market was hot last year, but they had some more work to do, and surely it’s still worth it now that everything in the house is perfect, right? The story sets the price. They sound … Continue reading Stories Set Prices, But Changing Stories Move Prices

Podcast Of The Week: Impassioned Founders (New Favorite Podcast!)

I had seen David Senra referenced/retweeted/etc. a few times, but I didn’t think I needed another podcast about business founders.  Boy was I wrong.  Senra was on the Invest Like The Best podcast with Patrick O’Shaughnessy and let’s just say if you don't know him - start here.  All he does is read bios, make … Continue reading Podcast Of The Week: Impassioned Founders (New Favorite Podcast!)

Valuation Keeps Storytellers Honest And Number Crunchers Relevant

I keep coming back to this Aswath Damodaran idea lately.  Valuation is the bridge that keeps storytellers honest and number crunchers relevant.  If you live in a spreadsheet you’ve got data but no stories. Nobody is going to care what your numbers are.  If you can tell a good story but have no data to … Continue reading Valuation Keeps Storytellers Honest And Number Crunchers Relevant