Articles
At Amazon Go, checking out feels like — there’s no other way to put it — shoplifting
Investing ultimately requires a nuanced relationship to fear and greed.
Reaching for your smartphone has become our default action
The irony of history is that it’s mostly the study of things changing, often used as a guide for what to do next.
There are two things I would never say: ‘get out’ and ‘it’s time’.
EMH is not true, but for you it probably is true.
The more money you save, the less important your returns are for reaching your goals.
All market cap weighted index funds are momentum funds because they more or less reflect the process by which corporations succeed and fail.
Sometimes markets are a leading indicator, and sometimes they actually cause changes in the economies they are meant to reflect.
Coupon yield had 3x the influence on total return over the last 30 years than changes in rates did.
Podcasts
The person that we have the most difficult conversations with is not someone else, but it’s always ourselves.
With Patrick O’Shaughnessy and Ben Hunt
We have a remarkable capacity to adapt to things.
With Barry Ritholtz and Thomas Gilovich
I signed last. That’s why I wore number 5.
With Bill Simmons and Jalen Rose
She knew your dad was a monster.
With Marc Maron and Macualay Culkin
Books
Human beings follow no script. Human history is the story of people breaking away from patterns and doing things that aren’t traditional.
