Articles
You don’t have to agree with Barry’s opinions, but you cannot deny the authenticity with which he shares them.
Repeatedly, and assuredly, investors move from mania to mania, sacrificing long-term gains for short-term speculations
Teaching others is the best way to learn
People are more like lawyers building a case for their gut feelings than judges reasoning toward truth
There has always been a gap between theory and practice.
One of the lessons of financial history is that risk-taking never disappears, it just changes shape, often to slip past the institutional and psychological defenses erected after the last crisis
The challenge for active managers is not from the outside. It comes from within.
U.S. real GDP has grown 2,200 fold since 1800, a time when total production was equivalent to the NFL’s revenue in 2017
There are no rules that say you can’t have competing styles in your portfolio or your factor investing strategy
How can one look at all of this evidence and conclude no crimes were committed?
The enemy of learning
There are only nine countries with larger market cap than Apple
A 1.5% increase in productivity each year compounded over a generation is incredible
We are paying more for less coverage
Podcasts
There’s a sense of loneliness when you’re hurt
Space X is my walk in the park
Extending the average age to 150 years
Factory worker to software engineer
With David Perell and Austen Allred
Books
Don’t get all Warren Buffett on me
