Steve Eisman’s Three Big Macro Themes

There are three great stories of our time right now. AI and everything having to do with it. Infrastructure. And Crypto. I believe in the first two and I don’t believe in the third. Steve Eisman on the Three Big Macro Stories of Our Time | Odd Lots Steve Eisman … Read more

Weekly Rollup Podcasts

Podcasts are an excellent informational medium to stay informed on industry news and trends. In particular, weekly rollup style podcasts, typically 60-90 minutes in length, succinctly deliver the latest industry happenings. Here are the rollup style podcasts I’m currently enjoying. All-In Podcast Tech, economy, investing. Industry veterans, degenerate gamblers & … Read more

Framework of Crisp

I’ve noticed the word “crisp” being used across various domains and scenarios. For example I read a job description that listed “crisp execution” as a requirement. Jeff Bezos talks about writing “crisp” documents at Amazon. My perfect meeting starts with a crisp document. So the document should be written with … Read more

Naval & Scott University Reading List

In May 2018 Naval Ravikant joined Scott Adams on Twitter live for a wide ranging conversation. At 39:50, they discuss which classes would be taught at a Naval & Scott University. If I were tasked with creating a reading list for each class, here is what I would assign. Persuasive … Read more

A Hybrid or Electric Future?

According to a recent New York Times “The Daily” podcast episode, in 2023 we are on track for 1 million electric vehicles purchased, which is about 1 out of every 10 cars sold in the US. And yet the rate of increase in EV sales in the US went down … Read more

David Rosenberg on the Macro, Rates, Recession

This week the FOMC decided to hold the target interest rate steady at 525-550. Fed Funds Futures pricing data currently have a 95.2% probability that the Fed hold this interest rate level at the Dec 13 Fed meeting. And there is a 49.8% probability that the first 25 basis point … Read more