These Are the Goods

Articles

Stories lead to as much success as success leads to stories.

By Morgan Housel

At some point along the way the disappointments and hurt feelings from falling short of our youthful ideals begins to wane.

By Tadas Viskanta

Twelve Books Everyone in Finance Will Be Talking About in 2018.

By Phil Huber

There are reasons to wonder whether the CAPE has lost its predictive power

By Nir Kaissar

The goal of life is not always to maximize your returns

By Barry Ritholtz

There will always be legitimate arguments to be made on both sides of the aisle.

By Ben Carlson

I do the math, they do the physics.

By D.T. Max

Exuberance and a herd mentality can exist without passive management present.

By Jeremy Schwartz

Prudent lending was the concern in 1907; moral hazard was the concern in 2008.

By John Huber

For better, and then eventually for worse

By Josh Brown

The best investment you can make is in yourself

By J.C. Parets

House of charts.

By Ryan Detrick

Financial advisors are competing for the same 15%.

By Lara Crigger and Michael Kitces

Podcasts

The demand for the marginal hedge fund is much lower that it used to be.

With Ted Seides and Patrick O’Shaughnessy

No one in our industry has market share.

With Barry Ritholtz and Ric Edelman

He had a bad haircut, bad clothes, and a bad attitude.

With Bill Simmons and Mike Francesa

It’s funny because we’re in this illiquid long duration product yet guys are pricing risk off of the S&P 500.

With Patrick O’Shaughnessy and Sorin Capital

Who’s Josh Groban?

With Michael and Ben

Books

If I have seen further than others, it is by standing upon the shoulders of giants.

By James Gleick


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