At The Money: Do Agricultural Commodities Belong in Your...
At The Money: Do Agricultural Commodities Belong in Your Portfolio?, with Sal Gilbertie, Teucrium (June 24, 2026) Looking...
10 Wednesday AM Reads
My mid-week morning train WFH reads: • I want to be in the same business as Leopold “Lumpy” Aschenbrenner: A skeptical...
Transcript: Seth Klarman, The Baupost Group
The transcript from this week’s MiB: Seth Klarman, The Baupost Group, is below. You can stream and download our full...
10 Tuesday AM Reads
My Two-for-Tuesday morning train WFH reads: • Trump picked Kevin Warsh to cut rates. The new Fed chief just told us he has other plans....
Euphoria Has Taken Over The Markets — ft. Barry Ritholtz
I had fun talking with Scott and Ed about the market’s reaction to the SpaceX IPO, including whether the valuation is...
10 Monday AM Reads
My back-to-work morning train WFH reads: • The impact of the AI capex boom on S&P 500 return on equity: Record profitability has...
Epic Road Trip
This past Spring, I had about 6 weeks of mad travel. Especially so, for someone who isn’t much of a road warrior. But my...
10 Sunday Reads
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The World’s Leading Deepfake Expert...
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:...
MiB: Seth Klarman, The Baupost Group
This week, I speak with Seth Klarman, CEO and portfolio manager of The Baupost Group, a Boston-based investment...