The Big Picture

Since it’s commencement time, I wanted to share a few thoughts on serendipity. I have been working in finance since...

My back-to-work morning train WFB reads: • Why the Enormous IPOs Won’t Sink the Market. This is a potential stock market sea change....

Fun conversation with the “My First Million” guys! Show Notes: (0:00) Intro (2:19) Christmas tree portfolio...

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Cattle Empire That Turned Out to Be a...

 This week, I speak with Jean Eric Salata, chair of EQT group. The firm is a purpose-driven global investment...

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:...

My end-of-week morning train WFH reads: • You Have No Idea What a Trillion Dollars Is — and We Have Proof: WSJ runs an interactive on...

 At The Money: How Fixed-Income Investors can use ETFs to their Best Advantage (June 11, 2026) Investors seeking...

My morning train WFH reads: • The Future of Work & AI: How 16 top economists think AI will change the job market, and how to...

Last week, I was up in Montreal for a keynote presentation to 750 Bank RIAs. Morgan Housel was the keynote the day before...