Transcript: Michael Lewis on ‘Who is Government’
The transcript from this week’s, MiB: Michael Lewis on ‘Who is Government’, is below. You can stream...
Are Tariffs a New US VAT Tax?
A quick note on tariffs: Over the past few weeks, I’ve been putting together my quarterly call for clients. The...
10 Monday AM Reads
My back-to-work morning train WFH reads: • As Trump Sinks Dollar, Once-Unthinkable Worry Grips Markets. Just two months into his 2nd...
Stacking Benjamins: Lessons from How NOT to Invest
Fun convo with Joe and Josh of Stacking Benjamins. Transcript waaaay down the page here. Stacking Benjamins: Ever...
10 Sunday Reads
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • This Is the Land of Wolves Now: Masked...
Schwab’s On Investing: Avoiding Unforced Errors
I had a super fun conversation with Liz Ann Sonders about HNTI (starting at 5:00 in). In this conversation, Liz Ann Sonders...
10 Weekend Reads
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for...
MiB: Michael Lewis on ‘Who is Government’
This week, I speak with author and financial journalist Michael Lewis. Michael has written countless New York Times...
10 Friday AM Reads
My end-of-week morning train WFH reads: • The Rich List: The 24th Annual Ranking of the Highest-Earning Hedge Fund Managers:...
Infinite Loops: Make Fewer Errors, Make More Money
I had a great time talking with my old buddy, Jim O’Shaughnessy, about market history and where investors go...