At The Money: Investing in Wheat
At The Money: Investing in Wheat (July 22, 2026) Do you want to own a core food staple as a geopolitical hedge, an...
10 Wednesday AM Reads
My mid-week morning reads: • Prediction Markets Are Minting a New Type of Insider Trader: Sites like Polymarket were built to price...
The Failure Gap
We are all systematically blind to how often things fail. A 2026 research paper, titled The Failure Gap, goes into great...
10 Tuesday AM Reads
My morning train reads: • Why Most Portfolios Are Under Diversified: QuantPedia’s data-driven case that even portfolios that...
Transcript: Jason Wenk, Altruist founder and CEO
The transcript from this week’s MiB: Jason Wenk, Altruist founder and CEO, is below. You can stream and download our full...
10 Monday AM Reads
My early Monday morning reads: • 2% of What? Redefining inflation is not the way to achieve price stability. Warsh confirmed that 2%...
10 Sunday Reads
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Inside Nokia’s Race to Catch the...
MiB: Jason Wenk, Altruist founder and CEO
This week, I speak with Jason Wenk, founder and CEO of Altruist, a modern custodian for independent financial...
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:...
Overvalued, Bubble, or Revolution?
Perhaps the question I hear asked most often is: “Are we in a bubble?” and “What’s happening with this...