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?!
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
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!)
This book made me feel like I was hearing Pusha-T reimagine Warren Buffett’s letters. If you need a late-summer beach read, or just love a good (re: insane) biography, don’t leave The Fish That Ate The Whale in your to-read list or audible queue for as long as I did. I tore through this book. … Continue reading I’ma I’ma (Fruit) Hustla
Everybody should read How To Lie With Statistics (or a similar math-based critical thinking book). The inflation reports of 2022 have been near weaponized by people on all sides of the political spectrum, and just being able to think critically is essential. One lesson you can get from the book or elsewhere is how to … Continue reading How To Lie With Statistics (2022 Inflation Edition)
Terry O’Reilly’s Under The Influence podcast does a very interesting dive into “green” marketing. He looks at where it started, how it's changed, and gives some ideas for marketers in 2022 to stay relevant in a quickly shifting space. These are the stories that move markets, pay attention.
Matthew Ball’s book is finally out (and if you want to see me obsessing over things I’ve learned from his thinking on media, tech, business, etc. click here). The metaverse - or this second plane of real-time virtual reality - is not just early 90s science fiction anymore. The tech is upon us, the building … Continue reading Podcast Of The Week: Matthew Ball Metaverse Podcast Tour
Everybody’s scared again (here in July of 2022). Inflations and recessions and bear markets, oh my. Amelia Earhart had this to say about preparation and worry, The time to worry is three months before a flight. Decide then whether or not the goal is worth the risks involved. If it is, stop worrying. To worry … Continue reading The Time To Worry
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
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