Perspective & Subjective Reality
The simple lesson here is that who we are — philosophically, life experiences, career, self-definition — determines how we...
How Much Does the President Matter to the Stock Market?
Short answer: Not very much! This table, from Ben Carlson, is quite revealing: Source: Bloomberg View
What’s Your Narrative?
What’s your story? I don’t mean your personal history, relationship status or childhood neuroses. I refer to your market narrative....
Ritholtz’s Rules of Valuations
How Expensive Are Stocks — Really? Investing isn’t easy. Trying to make it simpler won’t make it any easier. Bloomberg,...
JB: 10 Insane Things People On Wall Street Believe
To outsiders, Wall Street is a manic, dangerous and ridiculous republic unto itself – a sort of bizarro world where nothing adds up and...
Outrage vs Hazard
This is a different depiction of some of the data in my “Misunderstanding Risk” presentation. Source: @ahumey
Some MIB background (Danny Kahneman Interview)
A little inside baseball about how the Masters in Business podcasts are put together: We do a lot of research into each individual guest,...
Moral Behavior in Animals
What happens when two monkeys are paid unequally? Fairness, reciprocity, empathy, cooperation — caring about the well-being of others...