Épisodes

  • This is Tough

    This is Tough
    Jul 17 2023

    Views on markets and why options are worth looking at for shorts right now. 
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    22 min
  • I’m Still Wrong and Still Negative

    I’m Still Wrong and Still Negative
    Jun 2 2023

    Reflection on losses and current price action. Plus thoughts on my kids and what I’m learning there.
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    24 min
  • It Sucks to Lose Money

    It Sucks to Lose Money
    May 23 2023

    Why I’m still negative and bleeding money + how good Succession is in its final season
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    25 min
  • Current Market Observations

    Current Market Observations
    May 8 2023

    Thoughts on the current tape + a long idea. 
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    23 min
  • Patience is a Super Virtue in Markets

    Patience is a Super Virtue in Markets
    Mar 29 2023

    Patience and common sense are going to be critical to managing the current market landscape plus the ideas I’m working on. 
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    22 min
  • Marathons, not Sprints

    Marathons, not Sprints
    Mar 21 2023

    Remembering that investing is a marathon with hurdles and not a sprint. Plus thoughts on personal capital. 
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    25 min
  • Not Over Yet

    Not Over Yet
    Mar 15 2023

    Thoughts on the market and why SIVB/SBNY are a harbinger of things to come. Plus updated crypto thoughts. 
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    25 min
  • Update on Ideas + Career Advice

    Update on Ideas + Career Advice
    Mar 9 2023

    My thoughts on SIVB, SI, markers and how to avoid wrecking your career.
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    24 min