Articles
We have a full-blown mania on our hands and Wall Street is still at the drawing board.
For a time last week, Coinbase was among the 10 most downloaded iPhone apps, ahead of Uber and Twitter.
Markets are supposed to match the needs of buyers with sellers at a fair price.
Oh, if only it were that simple.
By Cliff Asness, Todd Hazelkorn, and Scott Richardson
U.S. centric investors may face the most challenging period of their investing lives.
We rely heavily on previous patterns…until they break.
Keep politics away from the dinner table and from investing
Diversify your diversifiers.
Avoiding the long-term does not mean we should succumb to the constant urge to try to predict the very short-term.
During bad times, bonds provide comfort. During good times they provide restraint.
We have a front row seat to what could end up being one of the craziest manias of all-time
Ultimately what I think you will see is that behavior will take hold.
Podcasts
I was so wrong. That was the exact bottom.
With Barry Ritholtz and Ray Dalio
Investing is a minefield for meta narrative.
With George Pearkes and Eddy Elfenbein
Here’s why you shouldn’t pick up the $100 bill
With Patrick O’Shaughnessy and Adam Ludwin
Nobody good is ever gonna share an idea for free on the open internet…
With Meb Faber and Howard Lindzon
There’s deflation in things you want and inflation in things you need.
Which team has the worst visiting locker room?
With Bill Simmons and Steve Kerr
Books
The power and beauty of physical laws is that they apply everywhere, whether or not you choose to believe in them.
