My keynote at the Greater Kansas City FPA Symposium 2024 is above. They are a great group of people, and very motivated to serve...
Read More
At the Money: Investing With Personal Values with Ari Rosenbaum, O’Shaughnessy Asset Management (Nov 1, 2023) The term...
Read More
Once again, popping out of book duty for a quick few notes to share. The combination of the market action in July and...
Read More
At the Money: The Right And Wrong Way to Invest, with Dave Nadig, Vetta Fi (Oct 25, 2023) Investing can be...
Read More
The transcript from this week’s, MiB: Natalie Wolfson, Orion CEO, is below. You can stream and download our full conversation,...
Read More
This week, we speak with Natalie Wolfsen, chief executive officer of Orion, which provides technology and...
Read More
At The Money: William Bernstein on Changing Your Behavior For Better Investing (July 3, 2024) If you could change only...
Read More
Making good progress on the book, about 60-70% finished (I feel good about it). I wanted to pop out of hiding to share a...
Read More
A quick break from book authorship to share a fascinating set of data and charts, via Sam Ro. In his weekly missive, Sam...
Read More
At the Money: Gold, Bitcoin & Other Thematic Investments (June 12, 2024) How should you think about thematic investing?...
Read More