SUPD: Debt Ceiling,Inflation and much more
Most podcasts have a Q&A between a guest and the host. Whenever I get together with Pete, it’s just two idiot friends...
10 Friday AM Reads
My end-of-week morning train WFH reads: • Elon Musk’s Epic Quest for LOLs Is Only Hurting Tesla: Amid falling demand and sudden price...
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...
10 Thursday AM Reads
My morning train WFH reads: • ChatGPT is everything you wanted Bitcoin to be: ChatGPT was introduced a few months ago and has already...
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...
10 Wednesday AM Reads
My mid-week morning train WFH reads: • NYSE Investigates Technical Issue That Caused Wild Market Open: At least 40 S&P 500 stocks...
Transcript: Steven Klinsky
The transcript from this week’s, MiB: Steven Klinsky, New Mountain Capital, is below. You can stream and download our...
10 Tuesday AM Reads
My Two-for-Tuesday morning train WFH reads: • The Fiscal Arsonists: Please stop playing weird political games with the U.S. fiscal...
Stop Worrying About All Those Tech Layoffs…
I wanted to drop a quick note about the endless spate of layoff announcements — and why you should (mostly) ignore...
10 Monday AM Reads
My back-to-work morning train WFH reads: • SBF, Bored Ape Yacht Club, and the Spectacular Hangover: After the Art World’s NFT Gold...