Hey, just back after taking the redeye home from Futureproof Colorado, and getting my feet back under me. But I wanted to briefly...
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One of my favorite exercises is examining conventional wisdom—sometimes called the “Consensus”—and identifying where it...
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Transcript: The transcript from this week’s, MiB: Kyla Scanlon on Vibecessions & Gen Z, is below. You can stream and...
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This week, we speak with Kyla Scanlon, creator, host of YouTube’s,“Let’s Appreciate” podcast, writer of daily...
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I have been a consistent critic of survey “data” and polling, along with traditional measures of sentiment. There are...
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I’ve been observing how radically unusual various sentiment readings have been for a few years now. It made little sense to...
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My long-standing skepticism about survey data has reached the point where I feel compelled to comment on the current state...
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I have a vivid recollection of the period following the Great Financial Crisis: I spent March to September of 2008 writing Bailout...
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This week, we speak with Peter Atwater, president of Financial Insyghts and an adjunct professor at William & Mary and...
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One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for...
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