Articles
Coming up with explanations for past successes is easy but figuring out who the winners will be going forward never is.
Sometimes not acting can be worse than taking a big risk
Shifting the investment program from benchmark-based to goal-based allows every institution an opportunity to succeed
Fear and greed are undefeated
Most businesses are sold and bought by accident
He’s made a $160 million fortune and can’t enjoy it. He’s earned his rest but can’t take it.
All but the most incompetent executives who have served as CEOs since mid-2009 have seen their company share prices soar.
The key to happiness is owning dogs
Small pieces of cardboard were traded like stocks.
Everyone has views persuaded by identity over pure analysis
You gotta understand how complicated everything is when you’re growing up in poverty
Podcasts
Who’s Gene Hoffman?
Every single deal we do, we’re the only party at the table.
With Patrick O’Shaughnessy and Savneet Singh
Consensus under performs over time.
With Ted Seides and Basil Qunibi
Unironic enthusiasm.
With Aaron Lammer, Max Linsky and Joe Weisenthal
Al Jefferson would annihilate me.
With Bill Simmons and Chris Bosh
Are you lying?
With Barry Ritholtz and Ryan Holiday
Books
The ranks reflect the methods.
