Macro Malaise, or “Losing Hope”

“Life’s under no obligation to give us what we expect.” — Margaret Mitchell “You could put somebody on the air who’s like a Permabear, doom person, who writes a macro newsletter,” CNBC’s Josh Brown explained yesterday live on the air…. Read More

@SBF, FTX & WTF “State of the Economy”?

“Our ability to manufacture fraud now exceeds our ability to detect it.” — Al Pacino “Clearly I made a lot of mistakes,” Sam Bankman-Fried said in a virtual appearance at the New York Times summit in New York. “There are… Read More

Break The Class Ceiling?

“The problem with the French is that they don’t have a word for entrepreneur.” — A false attribution to George W. Bush (that went viral during his presidency) “Is there hope?” reader Kim P asks, or exclaims. “To your newest… Read More

Sweaty & Boring Small Businesses

“Hard work spotlights the character of people: some turn up their sleeves, some turn up their noses, and some don’t turn up at all.”   — Sam Ewing “Mr. Wiggin,” reader Richard S writes, hitting the nail on the head… Read More

Contrarian Cash Flows & Unconventional Acquisitions with Codie Sanchez

This week on TWS: Contrarian Cash Flows & Unconventional Acquisitions with Codie Sanchez.  Codie is the founder and CEO of Contrarian Thinking, with over 1.5+ million subscribers. She is the co-founder of Unconventional Acquisitions. She was listed as a 25… Read More

Let The Beard Grow

“You can’t reap what you don’t sow.” – The Lorax Singers “At that point I kept it really tight, short,” the leonine Dr Eifrig said in this week’s Session, talking about his beard. “But, I played college hockey.” Like any… Read More

We are in “the Platinum Age” of healthcare investment, says Dr David Eifrig.

This week on TWS: We are in “the Platinum Age” of healthcare investment, says Dr David Eifrig.  Like many folks we have on the show, Dr Eifrig started his career at Goldman. Disenchanted with the way they do things… he… Read More

A Category 1 Economic Hurricane

“If we do have a downturn next year, it will be the most well-telegraphed recession in modern memory,” Michael Feroli and Daniel Silver, economists at JPMorgan write. “That fact alone should change the nature of the slowdown.” “We’re effectively looking… Read More

Get Rich Slow ly

Retirement is no hummock. Money. You need it. Even if you don’t care about it that much. Today, we’re going to talk about maturity as it pertains to money. Maturity, when it comes to investing, is the time-value of money…. Read More

The Art and Finance of Fine Art

“The reason I came to Masterworks,” Allen Sokhulitsky tells me, “was because I saw an opportunity that, frankly, I never expected to see in my career.” Masterworks, if you’re not aware, is the leading platform – the only platform –… Read More

The Perfect Commodity with Allen Sukholitsky

This week on TWS: “The perfect commodity” with Allen Sukholitsky, Chief Investment Officer at Masterworks, the leading art investment platform for self-directed investors. With all the talk about crypto crashing and another week of stock market pain ahead, we thought… Read More