The transcript from this week’s, MiB: David Roux, BayPine, Silver Lake Partners, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts…
This week, we speak with David Roux, Executive Chairman of BayPine, a private equity firm focused on digital transformation. Previously he co-founded Silver Lake Partners and served as the chairman and co-CEO. David has also held leadership positions at Oracle, Central Point…
We lost one of the greats this week: Art Cashin passed away Sunday at the age of 83. CNBC’s Bob Pisani did a wonderful remembrance of Art: “In the intensely competitive and often vicious world of stock market commentary, Cashin was…
At the Money: Deferring Capital Gains on Appreciated Equity. (December 4, 2024) Are you holding large, concentrated equity positions that have accrued big gains? Would you like to diversify but also defer paying big capital gains taxes? Meb Faber, founder and…
You may have missed this little brouhaha over the Thanksgiving weekend. We posted an analysis of a deeply flawed (dare I say fabricated?) data analysis from the Hoover Institution. Dated August 7th, it seemed to have been overlooked during the Summer;…
The transcript from this week’s, MiB: Michael Morris on Tribalism, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can…
My Turkey Day reads: • 101 Simple Joys of Life We Must Not Forget: No matter what is happening in our lives, we can always find something to appreciate and be grateful for. (The Plain Simple Life) • Meet the Italian ‘Fruit Detective’…
This week, we speak with Michael Morris, cultural psychologist and Chavkin-Chang Professor of Leadership at the Columbia Business School. Prior to joining Columbia, he was a tenured professor at Stanford’s Graduate School of Business and Psychology Department. Morris has published over…
Next time you encounter a calm pond or lake with a nice, smooth surface, pick up a rock and toss it into the water. The result will be very predictable: concentric rings will expand out from where the mass disrupts the…
At the Money: Crypto Curious. November 26, 2024 Are you crypto-curious? Are you interested in owning some bitcoin, Ethereum, or other crypto-coins? How can investors get exposure to the space? Full transcript below. ~~~ About this week’s guest: Matt Hougan,…
The transcript from this week’s, MiB: Corey Hoffstein on Return Stacking, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.…
Fun conversation with Ben Carlson on various ways people make mistakes about Investing, Real Estate and our emotional decision making about all of the above. See also:Timing the Housing Market: When Should You Sell? (November 21, 2024)
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • How Google Spent 15 Years Creating a Culture of Concealment: Trying to avoid antitrust suits, Google systematically told employees to destroy messages, avoid certain words and copy the…
This week, we speak with Corey Hoffstein, CEO and CIO of Newfound Research. Corey pioneered the concept of ‘return stacking’ and is one of the masterminds behind the Return Stacked ETF Suite, which manages roughly $750 million across five ETFs. Corey’s…
The transcript from this week’s, MiB: Colin Camerer on Neuroeconomics, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can…
Well, that was a lot more fun than I expected! I submitted the final manuscript for my new book, How Not to Invest, last week. The final edit will involve some back-and-forth, but the writing is finished. I recall “Bailout Nation”…
This week, we speak with Colin Camerer, Robert Kirby Professor of Behavioral Finance and Economics at California Institute of Technology. Prior to joining Caltech in 1994, Camerer was a faculty member at various institutions including the University of Chicago GSB and…
Hard to believe a year ghas blown by that quickly, but it’s been that long (or short) since the first At the Money podcast dropped in 2023. With Masters in Business in its 10th year, the nice folks at Bloomberg asked…
The transcript from this week’s, MiB: Peter Goodman, How the World ran Out of Everything, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on…
This week, we speak with New York Times Global Economic Correspondent Peter Goodman. Prior to the New York Times, Peter began his career as a freelance writer in Southeast Asia before serving as The Washington Post’s Asia Economic Correspondent and later Shanghai…
Well, that was interesting. Every presidential election in the United States, regardless of the outcome, offers something to be intrigued by. 2024 was no different. I have spent much of my career studying human decision-making and behavior, especially when we engage…
SPOTIFY EMBED ATM: Title At The Money: with Guest name, company affiliation (Month Date Year) Is it better to blurb or not to blurb? That is the question? In this episode of At the Money, I speak with Guest. Full transcript…
Over the past few weeks, clients, reporters, friends, and family have frequently asked this. Who’s Gonna Win? is a loaded question for anyone. We all live in our happy little bias bubbles. I work in NYC, a Democratic stronghold, but I…
The transcript from this week’s, MiB: Annie Lamont, Managing Partner of Oak HC/FT, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite…
This week, we speak with Annie Lamont, Co-Founder and Managing Partner of Oak HC/FT. Prior to founding Oak HC/FT in 2014, Annie spent 28 years at Oak Investment Partners, where she served as a Managing Partner and led the healthcare and fintech…
At the Money: Getting More Out of Dividends with Shareholder Yield. Meb Faber, Cambria Investments (October 30, 2024) Dividend investing has a long and storied history, but it turns out dividends are only part of the picture driving stock returns. One…
One of my favorite exercises is examining conventional wisdom—sometimes called the “Consensus”—and identifying where it might be wrong. This can be challenging. Most of the time, the crowd, more or less, gets it right. Markets are mostly (eventually) efficient, and when…
The transcript from this week’s, MiB: Toto Wolff, Mercedes-AMG PETRONAS F1 Team, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod…
This week, we speak with Toto Wolff, Team Principal & CEO of the Mercedes-AMG PETRONAS F1 Team. Prior to joining Mercedes, Toto spent time in the investment world, founding his own company Marchfifteen in 1998 and Marchsixteen in 2004. In 2009…
What do the Great Depression, the Great Financial Crisis, the Stagflationary 1970s, and the upcoming 10-years have in common? If you are a strategist at Goldman Sachs, then a lot. At least if you do forecasts for market returns over the…
At The Money: BlackRock on Building a Bond Ladder (October 23, 2024) Full transcript below. ~~~ About this week’s guest: Karen Veraa is a Fixed Income Product Strategist within BlackRock’s Global Fixed Income Group focusing on iShares fixed-income ETFs. She supports iShares…
The transcript from this week’s, Transcript: Brian Higgins, King Street, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can…
This week, we speak with Brian Higgins, co-founder, managing partner and co-portfolio manager of King Street. Higgins focuses on handling distressed securities, real estate investments and credit. He is chair of the Management Committee, Global Investment Committee, Real Estate Investment Committee,…
At The Money: Our Complicated Relationship With Cash with Dr. Daniel Crosby (October 16, 2024) How can we improve our relationship with money and earning, investing and spending? Full transcript below. ~~~ About this week’s guest: Dr. Daniel Crosby is the…
The transcript from this week’s, MiB: Joe Lonsdale of 8VC, Palantir, Adapar & Opto, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your…
My back-to-work-because-Columbus-Day-is-no-longer-a-market-holiday morning reads: • If you think grocery prices take a big bite out of your paycheck in the US, check out the rest of the world: What’s more, it’s important to note that food prices in the U.S. — relatively…
Live from FutureProof in Huntington Beach, California, Barry Ritholtz speaks with Joe Lonsdale of 8VC. Previously, he co-founded Palantir Technologies, founded Adapar, a wealth management platform, and Opto, a private market investment platform. In this episode, Lonsdale discusses the importance of…
I have very vivid memories of Superstorm Sandy in NY. It was the 18th named storm of 2012, the 10th hurricane, and the 2nd major one. It caused ~$100 billion in property damage and killed 254 people. Throughout the entire disaster,…
ATM: Valuation is an exercise in faith with Aswath Damodaran. (October 9, 2024) Do you understand the difference between price and value? How much faith do you have that any stock or market will eventually return to its intrinsic value? Full transcript…
The transcript from this week’s, MiB: Vincent Aita of Cutter Capital on the DNA of Biotech Investing, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier…
My back from vacay morning reads: • Pandemic Start-Ups Are Thriving, and Helping to Fuel the Economy: A record surge in new businesses has helped drive job growth, and could have longer-term benefits. (New York Times) • Fidelity: Twitter is worth 80%…
One source of annoyance over the past year has been the blind media parroting of national and local polling. These are presented without context, framing, and, most importantly, an acknowledgment of the past track record—just blind repetition of useless “data.” By…
Transcript: The transcript from this week’s, MiB: Kyla Scanlon on Vibecessions & Gen Z, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your…
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: • After Shark Tank, Mark Cuban Just Wants to Break Shit—Especially the Prescription…
This week, we speak with Vincent Aita, Founder and CIO of Cutter Capital Management. Prior to founding Cutter Capital in November 2022, Vincent spent time as a Senior Analyst for Millennium Partners and a Portfolio Manager at Citadel. He also received a Ph.D. in molecular…
I used to spill a lot of ink about how terrible the Harvard Endowment was, especially their heavy overweight in Hedge Funds. I stopped not because they got any better, but simply due to the annual performance disaster was boring to keep…
At The Money: Finding Overlooked Private Investments, with Soraya Darabi, TMV (October 02, 2024) We expect our investments to generate positive financial returns, but can they also have a positive societal effect? Can your capital make an impact? Full transcript below. ~~~…
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Dear Donors,
We hope this message finds you in good health and high spirits. Today, we reach out to you with a heartfelt appeal for your support in sustaining our health practice. With over 30 years of dedicated experience, our practitioner—a seasoned researcher, teacher, and healer—has committed his life to serving individuals who have experienced the unimaginable.
His journey began by offering care to people returning from conflict zones, wars, natural and man-made disasters, and those who have been victims of torture. Through his expertise, he has been able to alleviate the physical and emotional burdens that these individuals carry.
For the past 30 years, our practitioner has specialized in the treatment of psychotrauma and Post-Traumatic Stress Disorder (PTSD), understanding the profound impact they have on health and life, not only for the individuals directly affected but also for their loved ones. Additionally, he has dedicated himself to providing long-term support for those battling physical and mental injuries, cancerous pathologies, genetic diseases, and other challenging conditions.
Through his unwavering commitment, he has helped and cared for several thousand people who were in desperate need, enabling them to not only survive but thrive. For those who lacked financial means, he has always offered care free of charge, allowing them to receive the support they needed, regardless of their circumstances. Those who could afford it were encouraged to contribute what they could, fostering a sense of community and shared responsibility.
The impact of our practitioner’s work cannot be overstated. Lives have been saved, hope has been restored, and the journey towards healing has been made possible for countless individuals. However, we find ourselves at a critical juncture where we urgently need your help and support to ensure the continuity of our services.
By making a donation to our health practice, you will directly contribute to the well-being and transformation of lives. Your generosity will empower us to continue providing essential care, support, and treatment to those who are most vulnerable. Your contribution will help us acquire the necessary resources, develop innovative therapies, and expand our reach to make a lasting impact on the lives of individuals and communities in need.
Join us in making a difference today. Your support will not only sustain our practice but also enable us to extend our services to those who might otherwise go without the care they desperately require. Together, we can create a brighter, healthier future for all.
To make a donation, please visit our donation page. Every contribution, no matter the size, makes a significant difference in the lives of those we serve.
Thank you for considering our appeal and for your compassion in supporting our health practice. Together, we can continue to save lives and inspire hope.
With deepest gratitude,
Yan A. Reichlen de Meldegg
Practitioner in Neuropsychology
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