Podcast Episodes
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The Confusing State of Inflation Inputs
"I am not blasé about inflation risks, and I can see where reasonable people can disagree. But on balance, we must consider the totality of the circu…
4 years, 2 months ago
Radically Changing Labor Market
"These days, the labor market is even more unusually dynamic than typical. It is not an exaggeration to suggest it is in the midst of a radical trans…
4 years, 3 months ago
Gradually, Then Suddenly
"You probably have not realized we are in a golden age of innovation for investors and financial transactions. All of these little changes over 50 ye…
4 years, 3 months ago
One-Sided Markets
"A one-sided market leads people to engage in increasingly risky behavior (rather than throttling back). This is what I call the earthquake insurance…
4 years, 3 months ago
Misunderstanding Narratives: The Hero’s Journey
"A snapshot of the economy at any given moment reveals billions of transactions, each with endless decisions behind them. Try as you will, it is all …
4 years, 3 months ago
What If Things Go Right?
"There are plenty of worst-case scenarios to consider if that is your preferred poison. Evolution has primed your brain to identify possible threats …
4 years, 3 months ago
Abundance & Scarcity: The Enemies of Appreciation
"The good thing is no one has life completely figured out. There are workaholics who have miserable personal lives. There are people with great socia…
4 years, 3 months ago
Lessons from Our Origin Story
"This week was the 8th anniversary of RWM’s launch. This time of year usually leads me to think about the circumstances surrounding our beginning." -…
4 years, 3 months ago
Boring is Beautiful
"Compound returns are the 9th Wonder of the World. I truly believe that. But they take time, an entire lifetime, to become a wonder. The path along t…
4 years, 3 months ago
The 4 Financial Plotlines
"As a consumer of news and entertainment, I cannot help but notice the similarity between various storylines that seem to get told again and again. I…
4 years, 4 months ago