How you gonna do it if you really won’t take a chance The YouTube/podcast parade continues - We have a NEW episode of Breaking News up this morning, “Voldemort 2024! The Biden/Trump Rematch Nobody Wants.” We talk about the strategies political incumbents use to defend against newcomers, why this election will be the mud-slingingest yet, … Continue reading Get Down On It: What Else I’m Up To, 9/28/2023 Edition
Tag: politics
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: 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: Zeihan On Geopolitics In 2022
Who knew a guy obsessed with maps could reframe the entire way we understand world history and where we might be headed? Peter Zeihan’s that guy. He recently showed up on Meb Faber’s podcast to talk about his upcoming book, what’s happening in the world, and what’s moving markets. This matters more than just reading … Continue reading Podcast Of The Week: Zeihan On Geopolitics In 2022
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
(The Power Of) I’ll Have To Get Back To You
Sometimes someone says something so crazy to you, the best response is a simple, “I’ll have to get back to you.” Next time your patience is being tried, or also if someone says they’ll “have to get back to you,”reflect with this: https://twitter.com/forbes/status/1402388019420741633?s=21 If you can’t see the video, one government official is asking another, … Continue reading (The Power Of) I’ll Have To Get Back To You
Sunday Music: “Shortcummings” By Sleaford Mods
Sleaford Mods do this minimalist, post-punk, not quite rap, kind of danceable, not quite anything else thing. It’s always original and interesting in some way to me, and their latest album, Spare Ribs has some great tracks. In particular, I can’t get the song, “Shortcummings” out of my head. Background first (and yes, I had … Continue reading Sunday Music: “Shortcummings” By Sleaford Mods
Four More XYZ’s
Before we get hung up on how we feel about four more years with or without the president of our preference, we can start by focusing on some other cycles: Four more seconds Four more minutes Four more hours Four more days Four more weeks Four more months Four more years Four more decades And … Continue reading Four More XYZ’s
Advise Up, Lead Down, Manage Forward
James Baker, former White House chief of staff for Ronald Reagan and George Bush Sr.’s administrations, offered this advice on the complicated role: “You can focus on the ‘chief’ or you can focus on the ‘of staff.’ Those who have focused on the ‘of staff’ have done pretty well.” Baker knew how to advise his … Continue reading Advise Up, Lead Down, Manage Forward
Sunday Music: Do You Hear That Thunder? That’s The Sound Of Strength In Numbers (IDLES)
It’s a march really. Not a military parade type of march or the kind you hear on a carnival ride, but a steadily paced “we the peasants will now storm your palace” march. From their song “Grounds,” Do you hear that thunder?That's the sound of strength in numbersI am IUnify IDLES are back. There’s a … Continue reading Sunday Music: Do You Hear That Thunder? That’s The Sound Of Strength In Numbers (IDLES)