Podcast Episodes

My Worst Trades

"In a career filled with other bad trades, missed opportunities and judgment errors, some decisions stand out, not just for the lost money, but for t…

4 years, 8 months ago

Fight the FOMO

"The moves that we’re seeing are absolutely mind-bending and are creating an unquantifiable amount of FOMO. If this is weighing on you, you are not a…

4 years, 8 months ago

Wisdom I Wish I Knew 30 Years Ago

"Build your skillstack: Just because you finished your formal education does not mean you are finished learning. Education truly begins when you star…

4 years, 8 months ago

The Carrot and the Stick

"Which incentive is more powerful – The Carrot or The Stick? Any parent of a three-year-old can tell you that both are necessary. The trick is to fin…

4 years, 8 months ago

Missing: Corporate Leadership on Vaccines

"If for no other reason than self-interest, it’s time for Corporate America to step up its Vax game – and fast. More than their new hires, companies …

4 years, 8 months ago

How Much Have Americans Increased their Homes’ Values?

"Not counting supply-constrained price increases or ordinary inflation, how much has the value of the real estate in the U.S. been increased due to o…

4 years, 9 months ago

Context Matters: Time Frames

"As of this week, the returns on the broad SPX index are up about 100% off of those same lows. This doubling is catnip to many, the kind of clickbait…

4 years, 9 months ago

How Much is the Rule of Law Worth to Markets?

"There is a real possibility that China will soon be uninvestable to outsiders." - Barry Ritholtz

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4 years, 9 months ago

How Everybody Miscalculated Housing Demand

"Sure, the pandemic sent lots of urbanites out looking for a place in the ‘burbs or a vacation property where they could WFH. But the underlying stru…

4 years, 9 months ago

Magic Beans

"Imagine the chutzpah it takes to say to yourself that you know definitively what the global economy is going to look like in six months." - Josh Bro…

4 years, 9 months ago