These Are the Goods

Articles

We can only track the progress of equity markets in hindsight

By David Schawel

Of the nearly 2,000 active equity funds that began the 10-year period, only 300 proceeded to beat a comparable ETF after fees and taxes. That’s a 16% beat rate for the cheapest class of active stock funds.

By Jeffrey Ptak

The raw materials they use in order to “produce” their product is also known as your retirement savings

By Josh Brown

A little more than 1% of the population traded stocks in 1929

By Ben Carlson

If you have problems in your business, you can’t hide them.

By Fred Wilson

What will always be true.

By Nick Maggiulli

It’s easy to get buried in our stuff.

By Blair duQuesnay

Private equity firms have benefitted over the last 25 years from a major tailwind: private equities were cheaper than public equities

By Dan Rasmussen

The signals for what will trigger the next crisis have probably already appeared, and that human nature has once again kept us blind to their warnings

By Jamie Catherwood

The longer it’s been since the last crash, the greater the anticipation builds.

By Brendan Mullooly

You know how in America, there’s always an older guy wearing like EVERLAST sweat-shorts at the court? That guy is always a problem. His J is always wet.

By Joel Embiid

Podcasts

You don’t have to have a relationship with someone for them to become your mentor

With Tim Ferriss and George Raveling

That series literally felt like two months

With Bill Simmons and Steph Curry

Wait a second I have to stop you- what is that watch?

With Barry Ritholtz and Bill Janeway

Chicago, this is a bad idea.

With Michael and Ben

I’ve been in this argument a thousand times. Won them all and convinced nobody

With AQR

Books

Medieval men were rarely aware of which century they were living in.

By William Manchester


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