These Are the Goods

Posted June 20, 2021 by Michael Batnick

Articles

Credit doesn’t come last, it comes first (By Marc Rubinstein)

It’s easiest to convince people that you’re special if they don’t know you well enough to see all the ways you’re not (By Morgan Housel)

The Hype Cycle works because it’s a big mirror. (By Packy McCormick and Jill Carlson)

Profits are of no use. (By Mark Cuban)

The combination of memes and investing is a powerful cocktail that I have been ignoring for a long time, probably incorrectly. (By Fred Wilson)

The possible negative consequences of a large windfall (especially an unearned windfall) aren’t worth the benefits. (By Nick Maggiulli)

U.S. household debt hit a new record at the end of March 2021 of almost $15 trillion. (By Ben Carlson)

Podcasts

No one owes you anything (With Jim O’Shaughnessy and Jack Butcher)

We can achieve miracles (With Vlad Tenev and Marc Andreesen)

The losers make video games (With Patrick O’Shaughnessy and Gabriel Leydon)

Get back to work (With Doug Boneparth, Josh Brown, and myself)

Books

When products are made by teams, it is often difficult to isolate a single individual’s contribution (By Anita Elberse)