These Are the Goods

Articles

Of course, we thought our work was unique and valuable. But to prospective investors it looked neither new nor unique. (By Neckar Value)

Momentum and growth are very different from each other (By Jack Forehand)

Some Wall Street firms are sharper than others (By Simon Lack)

Buying and selling risk can be a profitable business, although it’s not as profitable as it used to be (By Marc Rubinstein)

Startups themselves are investing in other startups (By Packy McCormick)

Banks are playing an increasingly smaller role in the financial system (By Jamie Dimon)

Big risks are easy to underestimate because they come from small risks that multiply (By Morgan Housel)

The playing field has been leveled (By Ben Carlson)

This has been the wildest and most rewarding year of my life (By Packy McCormick)

Why would you want to play a game out of something that you can’t prove that you are good at? (By Nick Maggiulli)

Podcasts

It’s the biggest thing to come around since the browser (With Patrick O’Shaughnessy, Jesse Jacobs, and Mike Kerns)

What’s our next move? (With Bill Simmons and Stephanie McMahon)

I started my journalistic career the week that Lehman collapsed (With Jim O’Shaughnessy, Jamie Catherwood, and Joe Weisenthal)

You can sell on Amazon through your Shopify store (With Patrick O’Shaughnessy, Alex Danco, and Zack Fuss)

Chipotle’s one of those rare circumstances (With Zack Fuss and Jesse Pujji)

Where are the stores relative to all of the customers (With Patrick O’Shaughnessy and Tony Xu)

Books

There’s a lot of other areas where AI is opening doors that we’ve never opened before. And we don’t really know what’s on the other side (By Cade Metz)