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Category: In Brief

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…
Harper Hunt January 23, 2023
0 Comments

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…
Rusty Guinn January 10, 2023
29 Comments

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…
Harper Hunt January 9, 2023
0 Comments

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…
Harper Hunt January 3, 2023
0 Comments

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…
Ben Hunt December 22, 2022
23 Comments

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…
Harper Hunt December 19, 2022
0 Comments

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 …
Ben Hunt December 14, 2022
30 Comments

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…
Harper Hunt December 12, 2022
0 Comments

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…
Harper Hunt November 21, 2022
0 Comments

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…
Harper Hunt November 14, 2022
0 Comments

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…
Harper Hunt November 7, 2022
0 Comments

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…
Harper Hunt October 28, 2022
3 Comments

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…
Harper Hunt October 24, 2022
0 Comments

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 …
Ben Hunt October 18, 2022
0 Comments

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…
Harper Hunt October 17, 2022
0 Comments

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. …
Harper Hunt October 3, 2022
1 Comment

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…
Harper Hunt October 3, 2022
0 Comments

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…
Ben Hunt September 22, 2022
137 Comments

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…
Harper Hunt September 20, 2022
7 Comments

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…
Harper Hunt September 19, 2022
0 Comments
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