MiB: Tom Barkin, Richmond Federal Reserve President & CEO
This week, I speak with Tom Barkin, Richmond Federal Reserve President & CEO. He previously spent 30 years at McKinsey...
10 Friday AM Reads
My end-of-week morning train WFH reads: • The age of AI layoffs is already here. The reckoning is just beginning: Job cuts are hitting...
The Data on Active Large Cap Underperformance
Sometimes, the data is so overwhelming that little commentary is needed. From SPIVA, here is the data on large-cap fund...
Fun with Bad Investing Ideas
Click for video. Source: Paul Krugman I am in the 4th quarter of the HNTI promo tour, and we saved some of the best for...
Transcript: Ron Shaich, Au Bon Pain, Panera Bread & CAVA
The transcript from this week’s MiB: Ron Shaich, Au Bon Pain, Panera Bread & CAVA, is below. You can stream and...
Trillions: How Not to Invest
I had a great conversation with Eric Balchunas and Joel Weber on Trillions: In investing, there are many “rules.” And...
10 Memorial Day Reads
My three-day weekend, Thank you for your service, reads: • Long Drives and Short Homilies: How Father Bob Became Pope Leo: A résumé...
10 Sunday Reads
Avert your eyes! My Sunday morning look at incompetence, corruption, and policy failures: • The Era Of The Business Idiot. The article...
10 Weekend Reads
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for...
MiB: Ron Shaich, Au Bon Pain, Panera Bread & CAVA
This week, I speak with Ron Shaich, co-founder of Au Bon Pain and founder and former chairman and CEO of Panera Bread. A...