Money Life: How NOT to Invest
Chuck Jaffe: “How NOT to Invest — which is about 375 pages of cautionary tales and 75 pages of the right...
10 Weekend Reads
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for...
MiB: Anthony Yoseloff, Davidson Kempner CIO
This week, I speak with Anthony Yoseloff, Managing Partner and CIO of Davidson Kempner. Tony joined the firm in 1999. He...
10 Friday AM Reads
My end-of-week morning train WFH reads: • The Market Check: Congress Blinks; Law Firms Cower; The Market Speaks. (Intrinsic Value by...
Stand Up with Pete! on How Not to Invest
Yeah, yeah, more of me, I know. But this is a fun conversation with Pete Dominick discussing the economy, the market and of...
WSJ Review: The Humble Investor + How Not to Invest
Daniel Rasmussen (“The Humble Investor”) and I both receive some kind words from the Wall Street Journal yesterday....
Transcript: Lisa Shalett, CIO Morgan Stanley
The transcript from this week’s, MiB: Lisa Shalett, CIO Morgan Stanley, is below. You can stream and download our full...
The Consequences of Chaos
This market has been trying to digest a series of unexpected policy disappointments. Most corporate executives thought we...
10 Monday AM Reads
My back-to-work morning train WFH reads: • Where We Stand: The Fiscal, Economic, and Distributional Effects of All U.S. Tariffs Enacted...
Boxes & Lines
Fun conversation with a few of the fun folk over at IEX. If you recognize that name, its because their founder, Brad...