The Big Picture

Are Tariffs a New US VAT Tax?

    A quick note on tariffs: Over the past few weeks, I’ve been putting together...

Stacking Benjamins: Lessons from How NOT to Invest

     Fun convo with Joe and Josh of Stacking Benjamins. Transcript waaaay down ...

Schwab’s On Investing: Avoiding Unforced Errors

    I had a super fun conversation with Liz Ann Sonders about HNTI (starting at ...

MiB: Michael Lewis on ‘Who is Government’

    This week, I speak with author and financial journalist Michael Lewis. Micha...

Infinite Loops: Make Fewer Errors, Make More Money

    I had a great time talking with my old buddy, Jim O’Shaughnessy, about marke...

At the Money Special: Activist Investing for Closed End...

     At The Money: Boaz Weinstein (March 26, 2025) What happens when a fund is ...

Debunking Investment BS!

     Fun chatting with Meb! Today’s guest is Barry Ritholtz, Chairman, and CIO ...

Transcript: Jim O’Shaughnessy on Infinite Wisdom

    The transcript from this week’s, MiB: Jim O’Shaughnessy on Infinite Wisdom, ...

Government Spending Is Out of Control! LOL

Calculation: BEA Table 3.1 Line 20 (Current Expenditures) divided by Table 1.1.5...

Disruption

    You’ve got to be willing to question the system. That was what Napster was a...

The Compound: How Not to Invest

    On this episode of Live from The Compound, Downtown Josh Brown is joined by ...

MiB: Jim O’Shaughnessy on Infinite Wisdom

    This week, I speak with Jim O’Shaughnessy, Founder and CEO of O’Shaughnessy ...

RCM Review: How Not to Invest

    I know, I know, I am torturing you with book stuff. This will run its course...

Morningstar: How Not to Invest

    I chatted with Morningstar’s Christine Benz and Amy C. Arnott about the new ...

10 Biggest Ideas in “How NOT to Invest”

    It is March 18th! Publication day is finally here! The challenge in writing ...

Transcript: Stephanie Kelton on US Fiscal Policy and th...

    The transcript from this week’s, MiB: Stephanie Kelton on US Fiscal Policy a...

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