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Mid Air Collision in DC
All around tragedy. Very sad. update
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Hope
Ray Dalio and David Friedberg hope bringing attention to the US debt problem will help the government gather the courage to cut spending. Ray highlights the historical context of debt cycles and the importance of understanding patterns in financial trends to avoid severe economic crises, underlining that many currencies have faced devaluation over time. Dalio…
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The Big Short Panel in 2025
The Big Short panel discusses the dynamics of America’s housing market and draws parallels with the events depicted in “The Big Short,” referencing a significant trade amounting to $1.3 billion. The conversation touches on the recent fluctuations in the stock market, particularly in relation to tech stocks and AI, questioning the sustainability of current valuations…
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Are Cartels Terrorists?
*Language Warning* Former Navy SEAL Mike Ritland Weighs In,” with mixed feelings about the potential classification of drug cartels as terrorist organizations and the military response that could follow. He highlights the complexities of this approach, emphasizing the unique nature of cartels as well-funded and strategically positioned threats close to the U.S., unlike traditional terrorist…
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Substance over Status
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Daniel Yergin on Power
Daniel Yergin – Oil Explains the Entire 20th Century,” Pulitzer Prize winner and energy expert Daniel Yergin discusses his book “The Prize,” which chronicles the history of oil and its profound impact on the 20th century. Yergin shares how the book’s initial focus on oil’s history evolved into a comprehensive account of the century itself due…
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Cliff’s World
Cliff Asness on tax policy, diversification, and Warren Buffett vs the quants…
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DELL on Business Building
Michael Dell shares insights into his early fascination with technology and entrepreneurship , sparked at the age of 16 when he took apart an IBM computer. Initially pursuing a premed path at the University of Texas, Dell’s growing success in his computer venture led him to pivot focus towards technology, resulting in rapid growth for Dell Computer…
Got any book recommendations?