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: Seth Godin And Debbie Millman

Anytime Seth Godin and Debbie Millman get together it’s worth listening. They’re gods of marketing, design, and what I think we can agree to call, “vulnerable leadership.”  If you don’t know them, you’re in for a treat. If you do, you already know what it means to be a fly on the wall when they … Continue reading Podcast Of The Week: Seth Godin And Debbie Millman

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: WTF Tony Hawk

The Tony Hawk documentary (Until The Wheels Fall Off) kicked my ass. It’s not just fan worship, and it’s also not whatever you’d call The Last Dance. It’s a story about life, families, trying hard, working harder, and how a little luck can do wonders for a persistent spirit.  I didn’t want the documentary to … Continue reading Podcast Of The Week: WTF Tony Hawk

Podcast Of The Week: Will Smith, Before The Slap

This is the Will Smith conversation I needed.  Pre-slap I was evangelizing the book as maybe the best non-business business book I’d read so far in 2022.  Post-slap I had a lot of “arghs” “ughs” “icks” and “what” meets “why” feels.  Jon Caramanica and Soraya Nadia McDonald get into the career arc of Smith, how … Continue reading Podcast Of The Week: Will Smith, Before The Slap

Podcast Of The Week: Musk, Twitter, And Strategy (And Stratechery)

What happens if the world’s richest man becomes in charge of the most important information platform? The “Elon Musk wants to buy Twitter” story may be stale by the time I click send on this email, but this conversation between Derek Thompson and Ben Thompson will still be significant.  Derek has previously called Twitter “a … Continue reading Podcast Of The Week: Musk, Twitter, And Strategy (And Stratechery)

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

Podcast Of The Week: The Return Of Susan Cain!

Susan Cain’s new book, Bitter-Sweet: How Sorrow and Longing Make Us Whole, is out now. She’s doing the podcast rounds and I’ve listened to her talk to Tim Ferris and Brene Brown so far. I highly recommend listening to these alone or as a companion to the book - they're both thoughtful and pretty moving. … Continue reading Podcast Of The Week: The Return Of Susan Cain!

Podcast Of The Week: The Current New New Things (With Ben Thompson)

Ben Thompson is one of the writers who have most shaped my thinking about technology and culture over the past 10 years or so (!!!). I like to think of it as earning some type of Stratechery MBA. His insights have been very valuable to me. He’s got a piece and podcast out called, “The Current … Continue reading Podcast Of The Week: The Current New New Things (With Ben Thompson)

Podcast of the Week: The Private Life Cycle Of Businesses

Before you open a spreadsheet, ask “how old is this thing behaving?”  Aswath Damodaran, aka Professor Damodoran, aka the guy who literally wrote THE (textbook) BOOKS on business valuation, says there are no meaningful numbers without stories.  So when it comes to valuing a business, you can and should look at the numbers, but you … Continue reading Podcast of the Week: The Private Life Cycle Of Businesses