Articles
What I thought was a major career failure turned out to be the best thing that ever happened to my career
Learn to love the micro-stakes arena
If things like research department headcount or manager tenure had any predictive value, then you could throw away your Bloomberg terminal and just use LinkedIn
Capital gains is a hell of a drug.
Debt is a perennial worry
We all begin as novice investors
Social Security is the greatest source of income for the typical American household
He didn’t care who’s son I was and for that, I thank him
Needless to say, “staying away” from positive returns is not the best investment strategy
The only difference between the lucky and the rest is that the lucky just live a little farther inland
Then in the summer of 1915, something unexpected happened — the economy took off like a rocket.
Investment mythology is littered with Ragnarok-styled blow-ups
The rhymes between today and the late-’90s are close enough that some veteran market participants are singing along
Podcasts
There’s a lot of information in the world that’s not in the market
With Patrick O’Shaughnessy and Michael Reece
There is our memory and there is the truth, and the two are not the same
One dollar is the best price point god ever made
With Barry Ritholtz and Cal Turner Jr.
It wasn’t just making money, you were backing a horse
People get mad at inevitability
With Bill Simmons and Bryan Curtis
Books
The long term is fuzzy at best
