MiB: Richard Bernstein, CEO/CIO at RBA
This week, we speak with Richard Bernstein, the chief executive officer and chief investment officer of Richard Bernstein Advisors...
Presentation: How to Avoid Financial Disasters
I did a brand new presentation last week, the first one since the pandemic lockdown began 3 years ago this month. I...
What if Dunning Kruger Explains Everything?
Physics has been seeking a grand “Unified Field Theory” that can explain everything in the universe. I sometimes wonder if we...
Interest Rates, HELOCs, & 401ks
Today I had some fun recording portfolio rescue with Ben and Duncan. They always do a great job (I pop in around the 17-minute mark). We...
Avoiding Financial Disasters
Click to download Financial Disasters Yesterday was kind of a fun day: Sure, it was a dark, damp, dreary February morn...
Alien Invasion!!!
Over the weekend, a NATO general was asked by a bright-eyed reporter whether or not the various flying objects that were being...
Risk-free Annual Returns of 50%
There is a fascinating long-form article in the Washington Post about the murder of an investigative reporter who was...
Simple, But Hard
We live in an age of contextless slogans. It is the stock in trade of Instagram Influencers, TikTok Investors, and grinding side...
How to Avoid Financial Disasters
I am genuinely excited about a new presentation I have been working on since the holidays: How to Avoid Financial Disasters. My...
How Do Active Managers Invest Their Own Money?
Fascinating discussion this morning from Robin Powell. He points to a research note from Kings College where the authors surveyed...