MiB: Peter Rawlinson, Lucid CEO/CTO
This week, we speak with Peter Rawlinson, chief executive officer, chief technology officer and member of the board...
Bull Market Signposts: What Happens Before S&P 500 Peaks?
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...
At the Money: Smart Spending vs. Not Spending
At the Money: Smart Spending vs. Not Spending (June 18, 2024) Spending Scolds will tell you that a sailboat, a sports...
Transcript: Erika Ayers Badan, Barstool Sports
The transcript from this week’s, MiB: Erika Ayers Badan, CEO of Barstool Sports, is below. You can stream and download...
Market Concentration
A quick break from book authorship to share a fascinating set of data and charts, via Sam Ro. In his weekly missive, Sam...
10 Sunday Reads
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The fast-food industry claims the...
10 Weekend Reads
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The...
MiB: Erika Ayers Badan, CEO of Barstool Sports
This week, we speak with Erika Ayers Badan, CEO of Food52. She previously served as the CEO of Barstool Sports....
Debunking QSR Minimum Wage BS: A Follow Up
@TBPInvictus here A few days ago, Barry and I detailed how unscrupulous bad actors had taken Not Seasonally Adjusted data to...
At the Money: Gold, Bitcoin & Other Thematic Investments
At the Money: Gold, Bitcoin & Other Thematic Investments (June 12, 2024) How should you think about thematic investing?...