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

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)

Podcast Of The Week: “Deterministic Thinkers In A Probabilistic World,” Or “When JP Met Rory”

Sometimes you just want to hear two of your favorite people hang out with each other.* James O’Shaughnessy had a nearly two-hour talk with Rory Sutherland on the Infinite Loops Podcast this week. O’Shaughnessy is an OG quant investor/behavioral psychology fanatic/philosopher/et al, and Sutherland is one of the greatest (and most entertaining) marketing minds of … Continue reading Podcast Of The Week: “Deterministic Thinkers In A Probabilistic World,” Or “When JP Met Rory”

Podcast Of The Week: (Twofer) Strategic Thinker Charlie Songhurst And Should The US Ban TikTok Too?

Ok, we’re getting a little wonky this week, but here’s a two-for-the-price-of-one deal. If you want less controversial (but still pretty intense) pick Patrick O’Shaughnessy’s Invest like the Best discussion with Charlie Songhurst (former head of strategy at Microsoft and investor extraordinaire). Their conversation is all about the power of curiosity. Songhurst is a force … Continue reading Podcast Of The Week: (Twofer) Strategic Thinker Charlie Songhurst And Should The US Ban TikTok Too?

Sunday Music: Decent Gentlemen, Try And Understand (“Reeko” By NOFX)

July 5th. The parties are over, there’s a mess in the house and a bigger one in the backyard. I woke up thinking of “Reeko” by NOFX this morning. Sooner or later, the fun ends and you have to start cleaning up. That doesn’t just go for the rager that trashed your house. In case … Continue reading Sunday Music: Decent Gentlemen, Try And Understand (“Reeko” By NOFX)