Post-mortem: Learnings from 2020 | EP80
Chief Investment Officer Paul Moroz discusses why the Research team’s post-mortem process is important, and some of their top learnings from 2020.
(Not) boring finds for May 2020
A podcast about decision-making theory, a global fiscal policy tracker, a blog about market assumptions, and an infinite monkey theorem experiment. The ideas springs have sprung.
(Not) boring finds for February 2020
Why, in investing, it is better to ‘avoid the zeros’; what 700 years of falling interest rates looks like; how mathematics can be a study in wonder (i. e. , fun); and the way spices spurred on empires.
Why capital allocation is critical to investor success
One of our enduring beliefs is that investors serially underappreciate the long-term value of strong management teams
(Not) boring finds for February 2019
Our finds this month include a case for “Peak Investment Industry”; the surprisingly old history of modern ETFs; Jeff Bezos on the importance of being customer-focused; and the incredible advancements in augmented reality—imagine watching a full scale whale swim by...
(Not) boring finds for 2018
With reminders about volatility; a glance into the economics of craft beer; the consumer effects of trade wars; and demonstrating causality from McRib sales…these seven provide quite the spectrum.