ATM: Aswath Damodaran on the LifeCycles of Companies
At The Money: At the Money: Learning Lifecycles of Companies. (August 21, 2024) The Magnificent Seven, the Nifty Fifty,...
Transcript: Mike Green, Simplify Asset Management
The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management, is below. You can stream and download our...
10 Sunday Camp Kotok Reads
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • How ‘Deepfake Elon Musk’ Became the...
10 Weekend Camp Kotok Reads
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The...
MiB: Mike Green, Simplify Asset Management
This week, we speak with Mike Green, portfolio manager and chief strategist for Simplify Asset Management Inc. He...
Another Reason Why Polling is So Bad
I have been a consistent critic of survey “data” and polling, along with traditional measures of sentiment. There are...
At the Money: Investing With Personal Values
At the Money: Investing With Personal Values with Ari Rosenbaum, O’Shaughnessy Asset Management (Nov 1, 2023) The term...
Transcript: Meir Statman
The transcript from this week’s, MiB: Meir Statman on the Intersection of Finance & Life, is below. You can stream...
Catastrophizing Debt
I’m deep in my book writing work discussing federal debt when I see a tweet that simply epitomizes the entire genre....
911 EV Is Complete!
Our story so far: Stuck at home over the pandemic, it was a perfect time to revisit a pastime of my youth – buying cheap...