MiB: Alex Morris, “Buffett and Munger Unscripted”
This week, I speak with Alex Morris, author of “Buffett and Munger Unscripted: Three Decades of Investment and...
10 Weekend Reads
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads:...
The Written Word Is Not Your Work Product
There has been a lot of discussion about the impact of AI slop on writing and other creative works. I can’t speak to...
10 Friday AM Reads
My end-of-week morning train WFH reads: • Why Does Everything Feel Like a Scam?: Hanna Horvath on the corrosive effect of price...
10 Thursday AM Reads
My morning reads: • What Are Bond Markets Telling Us? Interest rates are up — but don’t panic: I have a message for future...
How Wealth Is Created in America
Recent claims of the “Closing of the K” are wishful thinking. I have a longish piece on this that I plan to cut down to a...
10 Wednesday AM Reads
My mid-week morning train WFH reads: • How Wall Street Sussed Out That Situational Awareness Was on the Ropes: From whispers of...
Transcript: Ankur Crawford, Portfolio Manager, Alger Capital...
The transcript from this week’s, MiB: Ankur Crawford, Portfolio Manager, Alger Capital Appreciation, is below. You can...
10 Tuesday AM Reads
My Two-for-Tuesday morning train reads: • A Breakdown of the Financial Advice That’s Flying All Over TikTok: The Journal reviewed...
Negative. Yay!
Well, that was no fun… I have been testing negative since the weekend; maybe it’s the availability heuristic talking,...