The Big Picture

MiB: Martín Escobari, General Atlantic

     This week, I speak with Martín Escobari, Co-President and Head of Global G...

Avoid the Unforced Investment Errors Even Billionaires ...

    Your Biggest, Most Avoidable, Unforced Investment Errors Adapted from “How N...

Slate: Economics on a Whim…

    I had a fun and wide-ranging conversation with Felix Salmon, Emily Peck, and...

What Are the Best & Worst-Case Tariff Scenarios?

  I discussed much of this in my Q2 2025 RWM client quarterly call on April 5. I...

Transcript: Anthony Yoseloff, Davidson Kempner CIO

      The transcript from this week’s, MiB: Anthony Yoseloff, Davidson Kempner C...

Cutting Through Financial Noise

     In the latest edition of more or me, I chat with my friend Eric Golden: I ...

Money Life: How NOT to Invest

     Chuck Jaffe: “How NOT to Invest — which is about 375 pages of cautionary t...

MiB: Anthony Yoseloff, Davidson Kempner CIO

    This week, I speak with Anthony Yoseloff, Managing Partner and CIO of Davids...

Stand Up with Pete! on How Not to Invest

    Yeah, yeah, more of me, I know. But this is a fun conversation with Pete Dom...

WSJ Review: The Humble Investor + How Not to Invest

    Daniel Rasmussen (“The Humble Investor”) and I both receive some kind words ...

Transcript: Lisa Shalett, CIO Morgan Stanley

  The transcript from this week’s, MiB: Lisa Shalett, CIO Morgan Stanley, is bel...

The Consequences of Chaos

  This market has been trying to digest a series of unexpected policy disappoint...

Boxes & Lines

    Fun conversation with a few of the fun folk over at IEX. If you recognize th...

MiB: Lisa Shalett, CIO Morgan Stanley

    This week, I speak with with Lisa Shalett, Chief Investment Officer and head...

An Evening with Michael Lewis (April 7)

    Take a break from the sell-off and plan a fun night for this Monday. Join me...

Transcript: Michael Lewis on ‘Who is Government’

     The transcript from this week’s, MiB: Michael Lewis on ‘Who is Government’...

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