MiB: Paul Zummo, Chief Investment Officer of J.P. Morgan...
This week, I speak with Paul Zummo, Chief Investment Officer of J.P. Morgan Alternative Asset Management. They discuss the...
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:...
Michael Burry Speaks to Michael Lewis
Fascinating conversation updating the book, The Big Short: “Of all the characters in The Big Short, fund manager...
10 Friday AM Reads
My end-of-week morning Miami/Art Basel reads: • How Much Will the Stock Market Fall in 2026? What will the worst drawdown look like?...
Sturgeon’s Corollary
Sturgeon’s Law states, “90% of everything is crap.” 1 Theodore Sturgeon was a science fiction writer in the 1950s...
10 Thursday AM Reads
My morning train WFH reads: • Time to admit the truth: Brexit has been an unmitigated economic failure: Leaving the EU has reduced...
At The Money: Finding the Hidden Alpha in SEC filings
At The Money: Finding the Hidden Alpha in SEC filings with Michelle Leder of Footnoted (December 3, 2025) Is there...
Transcript: Wilhelm Schmid, A. Lange & Söhne CEO
The transcript from this week’s MiB: A. Lange & Söhne CEO Wilhelm Schmid, is below. You can stream and download our...
The Return of Cisco
I’ve never shared this story before, but since we are at a milestone, I might as well… February 2000: I was working...
10 Monday AM Reads
My back-to-work morning train WFH reads: • The $260 Billion Mom-and-Pop Funds Distorting the Credit Market: Popular with individual...