These Are the Goods

Articles

Most of what people share is what they want you to see. Skills are advertised, flaws are hidden. (By Morgan Housel)

Once people belong, they automatically oppose or shut down any idea that seems to threaten their side (By Dror Poleg)

I spent 140 ETH on a cartoon picture of an Ape. Yeah, that is around $400,000. (By Raoul Pal)

Out of twenty-seven investments, ten have returned a gross MOIC of 10x or more already, with many stretching far beyond that figure (By Mario Gabriele)

Ramp is the fastest-growing SaaS or fintech company of all time by revenue. It grew to a $100 million revenue run rate in two years from launch. (By Packy McCormick)

As private property and ownership are central to capitalism, and economic activity increasingly moves online, NFTs may become central to our economy. (By Scott Galloway)

Financial services firms are 300 times as likely as other companies to be targeted by a cyber attack. (By Marc Rubinstein)

The world is now blowing up in all sorts of unexpected ways because we’ve put artificially rigid structures on natural systems (By Tom Morgan)

Even the most optimistic investors were too pessimistic. (By Nick Maggiulli)

Podcasts

Stocks move for very particular reasons (With Nick Colas, me, and Josh)

Wall Street is overly impressed with themselves. So are most industries. (With Acquired and Ben Rollert)

The business of basketball (With Jackie McMullen) 

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.