Tag: markets

Get Down On It: What Else I’m Up To, 11/23/2023 Edition

What are you doing with all of this semi-free holiday time? If you need some YouTube or podcasts, I have some self-promotional fun for you - links at the bottom: “Hold My Beer” Breaking News #9. It’s primary season (and the season lasts a full year, so yeah). As the crazy gets crazier, or goes … Continue reading Get Down On It: What Else I’m Up To, 11/23/2023 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) →

You Can’t Talk About Markets Without Talking About Marketing

No price exists without a story.  No transaction happens without a story.  Actually, stories. Plural. No price, no transaction, no anything - without stories.  Which is why this statement is so important: You can’t talk about markets without talking about marketing.   The buyer decides a price makes sense. A variation of the decision process occurs … Continue reading You Can’t Talk About Markets Without Talking About Marketing →

Sam Zell: Chairman Of Everything, CEO Of Nothing

This Sam Zell quote really has wormed its way into my head,  I often say I’m chairman of everything and the CEO of nothing. I stick to what I’m good at - vision, direction, strategy. That’s where I add the most value. I spend almost my entire day listening to other people. I ask questions, … Continue reading Sam Zell: Chairman Of Everything, CEO Of Nothing →

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 →

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 →