These Are the Goods

Posted September 5, 2021 by Michael Batnick

Articles

Web2 companies are waking up to the fact that they need to figure out their web3 strategy or they’re not gonna make it (By Packy McCormick)

Perpetual QE seems to pose more downsides than upsides (By Allison Schrager)

The era of the rock star equity research analyst passed a long time ago, yet revenues continue to fall. (By Marc Rubinstein)

Are we in a real asset bubble? (By John St Capital)

Overlooking that some of your opinions would change if your incentives were different. (By Morgan Housel)

It is perhaps my biggest career blunder. (By Barry Ritholtz)

Books that defined specific market cycles (By Ben Carlson)

Podcasts

Google is order flow for every word on the internet (With Howard Lindzon and John Street Capital)

People try and overthink everything (With Bankless and Raoul Pal)

We’re all early and we all see it (With Acquired and Kevin Rose)

Are Cryptopunks a better store of value than Bitcoin? (With David Hoffman and Eric Connor)

Books

Thiel is like Ayn Rand crossed with one of her fictional characters (By Max Chafkin)