These Are the Goods

Articles

No one can tell you what’s enough (By Khe Hy)

A brand operates as a consensus system (By  Toby Shorin, Laura Lotti, Sam Hart)

The majority of informational alpha has been wrung out of equity markets (By Phil Pearlman)

There’s always next year. (By Myles Udland)

Coinbase probably has more similarities to American Express and some of Berkshire’s biggest long-term winners than Buffett and Munger would like to acknowledge (By Josh Brown)

We don’t need to have strong predictions about the future in order to build wealth (By Nick Maggiulli)

Podcasts

The government manages a portfolio of risks (With Barry Ritholtz and Michael Lewis)

There is no off switch (With J.C. Parets and Jim Bianco)

Density of demand (With Patrick O’Shaughnessy and Andrew Sugrue)

1 out of 3 developers is using Twilio (With Jesse Pujji and Ro Nagpal) 

A second-round MVP for the first time in NBA history (With Ryen Russillo)

How much more will prices rise before demand cools? (With Barry Ritholtz and Jonathan Miller)

Millions of transactions per second (With Tracy Alloway, Joe Weisenthal, and Hayden Adams)

Books

There were seventy thousand buses in the entire U.S. public transportation system, but five hundred thousand school buses. (By Michael Lewis)


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