This Time is Always Different (except for Human Nature)
I discuss today’s unique market environment in the wake of the Covid-19 pandemic with Tom Keene and Lisa Abramowicz. Markets...
Collective Delusion of Fiat Currency
I weigh in on the cryptocurrency debate with Tom Keene and Lisa Abramowicz Bitcoin ‘Lacks Teeth’ of Traditional...
WFH vs Returning to the Office
The quits rate is at an all-time high in the wake of the Covid-19 pandemic, which shows employees want more control over their life,...
Rebalancing Your Way to Alpha
Our discussion of return-based versus volatility-based investing and rebalancing is below. Parts of our conversation were motivated by...
Guide to Navigating the ‘Great Reset’
I popped onto Bloomberg Surveillance earlier this week to chat with Tom Keene and Lisa Abramowicz about my recent column, “The...
The Economics of “the IKEA Effect”
Counterintuitive though it may seem, part of furniture giant IKEA’s success stems from its policy requiring its customers to build its...
Light Summer Volume is Here
My chat with Tom Keene and Lisa Abramowicz on the recent volume flows and why I don’t find it surprising that volume is tapering...
Hanging in Jay Leno’s Garage
“All of this making money from cars is fairly new. The real trick is, if you buy something you like, and it goes up in value, great. If...
What We Learned from David Swensen
I chatted with Tom Keene on what I learned from Yale’s David Swensen, why this is not the Elon Musk top, the folly of choosing...
Valuations, Sentiment & Bubbles
Last month, I gave a presentation at the Markus’ Academy at Princeton’s Bendheim Center for Finance. You can find the full video...