Office Hours Recap 01/20/2023
These are the major topics and ideas we discussed during the 01/20/2023 Office Hours as well as some of the biggest takeaways. If you have something y…
Category: In Brief
Hodor
The Story of Adequate Liquidity doesn't exist and shift on the margin. Instead, it exists in two states: it is normal, or it is broken. Once the thres…
Office Hours Recap 01/06/2023
These are the major topics and ideas we discussed during the 01/06/2023 Office Hours as well as some of the biggest takeaways. If you have something y…
Office Hours Recap 12/30/2022
These are the major topics and ideas we discussed during the 12/30/2022 Office Hours as well as some of the biggest takeaways. If you have something y…
Covid is China’s Vietnam War
Covid is China's Vietnam War, and the current outbreak is their Tet Offensive.
This is how common knowledge changes, as now everyone knows that every…
Office Hours Recap 12/16/2022
These are the major topics and ideas we discussed during the 12/16/2022 Office Hours as well as some of the biggest takeaways. If you have something y…
Webinar: It’s Not Just SBF – How to Recognize and Avoid Wall Street Cons
A webinar on recognizing and navigating the confidence games, big and small, of our investing world, and coming out the other side with our integrity …
Office Hours Recap 12/09/2022
These are the major topics and ideas we discussed during the 12/09/2022 Office Hours as well as some of the biggest takeaways. If you have something y…
Office Hours Recap 11/18/2022
These are the major topics and ideas we discussed during the 11/18/2022 Office Hours as well as some of the biggest takeaways. If you have something y…
Office Hours Recap 11/11/2022
These are the major topics and ideas we discussed during the 11/11/2022 Office Hours as well as some of the biggest takeaways. If you have something y…
Office Hours Recap 11/04/2022
These are the major topics and ideas we discussed during the 11/04/2022 Office Hours as well as some of the biggest takeaways. If you have something y…
Cursed Knowledge #15: Sir Edmund Hillary Thinks You’re An Ass
Mt Everest is a death trap. Everything about the mountain is designed to kill you. So why are so many people going up there? Why do we ignore the very…
Office Hours Recap 10/21/2022
These are the major topics and ideas we discussed during the 10/21/2022 Office Hours as well as some of the biggest takeaways. If you have something y…
UK Pensions Webinar Recording
This is the recording of our webinar on UK Pensions that took place on October 14th, 2022. If you want to continue the conversation, check out the ET …
Office Hours Recap 10/14/2022
These are the major topics and ideas we discussed during the 10/14/2022 Office Hours as well as some of the biggest takeaways. If you have something y…
Cursed Knowledge #14: In Defense of Marie Antoinette
Marie Antoinette has a rather interesting historical footprint. For all that her image is iconic and her reputation infamous, it's not all the truth. …
Office Hours Recap 9/30/2022
These are the major topics and ideas we discussed during the 09/30/2022 Office Hours as well as some of the biggest takeaways. If you have something y…
Monetary Policy is Non-Linear
The relationship between interest rates and inflation is non-linear and non-monotonic, and in exactly the same way that the Fed was unable to spur inf…
Cursed Knowledge #13: Subverting Censorship
The Golden Age of Hollywood was full of drama. On and off screen. It was the age of carefully cultivated images. Fake names and secret procedures. And…
Office Hours Recap 9/16/2022
These are the major topics and ideas we discussed during the 09/16/2022 Office Hours as well as some of the biggest takeaways. If you have something y…