U.S. Mid Cap Equities: Tech, Regional Banks, and Valuation | EP140
A look at the strategy a year on and why we think valuation should be more top of mind for investors.
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Extreme ownership: The winning principle of the U.S. Navy SEALs
Jocko’s acceptance of responsibility in that moment is a good example of a leader taking extreme ownership. It is the kind of action in which we can all find a little inspiration.
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The trouble with bond indices
Japan’s crash in 1989 and its subsequent economic woes have provided policymakers and investors with many cautionary tales, but one in particular is usually overlooked.
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Wisdom from the wolves of Yellowstone
The destruction and then reintroduction of the wolves in Yellowstone serves as an important cautionary tale about our limited understanding of complex, adaptive systems.
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The perfect bid
Like most people, Terry and Linda had seen The Price Is Right. But their approach was not going to be luck; it was going to be skill.
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Lessons from the children of Mumbai
Sometimes no amount of preparation (or “book study”) can educate you as much as seeing it with your own eyes.
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Thinking for ourselves: Lessons from the NBA's Phil Jackson
One of the core tenets of Jackson’s approach to leadership is allowing individuals to discover their own destiny by forcing them to accept individual responsibility.
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China’s control issues
If recent events in China teach us anything, it is that there is a difference between control and resilience. Historically, when governments try this hard to control markets, the control they seek has already been lost.
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Don’t fix a ship in a hurricane
The middle of a hurricane is not the time to fix your ship. Rather, the best time to fortify your ship is long before you let it sail from harbour.
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CURRENCY WARS: The empire strikes back?
Investors would do well to ensure their portfolios are built to be resilient no matter what unfolds in China.
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Running with pebbles
Low-cost lessons are gifts from the gods of probability. Given that many lessons in life are learned through pain, low-cost lessons are opportunities to grow without enduring significant hardship.
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The expert problem
A better understanding of how and when to utilize experts helps prevent wasting time and money.
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Chinese reform: One step forward, two steps back
Chinese reform is a big deal. Despite being the second largest economy in the world and experiencing decades of impressive growth, China suffers from structural challenges that hamper its future potential.
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Extreme ownership: The winning principle of the U.S. Navy SEALs
Jocko’s acceptance of responsibility in that moment is a good example of a leader taking extreme ownership. It is the kind of action in which we can all find a little inspiration.
November 12, 2015
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The trouble with bond indices
Japan’s crash in 1989 and its subsequent economic woes have provided policymakers and investors with many cautionary tales, but one in particular is usually overlooked.
October 27, 2015
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Wisdom from the wolves of Yellowstone
The destruction and then reintroduction of the wolves in Yellowstone serves as an important cautionary tale about our limited understanding of complex, adaptive systems.
October 15, 2015
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The perfect bid
Like most people, Terry and Linda had seen The Price Is Right. But their approach was not going to be luck; it was going to be skill.
October 6, 2015
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Lessons from the children of Mumbai
Sometimes no amount of preparation (or “book study”) can educate you as much as seeing it with your own eyes.
September 24, 2015
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Thinking for ourselves: Lessons from the NBA's Phil Jackson
One of the core tenets of Jackson’s approach to leadership is allowing individuals to discover their own destiny by forcing them to accept individual responsibility.
September 16, 2015
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China’s control issues
If recent events in China teach us anything, it is that there is a difference between control and resilience. Historically, when governments try this hard to control markets, the control they seek has already been lost.
September 9, 2015
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Don’t fix a ship in a hurricane
The middle of a hurricane is not the time to fix your ship. Rather, the best time to fortify your ship is long before you let it sail from harbour.
August 27, 2015
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CURRENCY WARS: The empire strikes back?
Investors would do well to ensure their portfolios are built to be resilient no matter what unfolds in China.
August 18, 2015
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Running with pebbles
Low-cost lessons are gifts from the gods of probability. Given that many lessons in life are learned through pain, low-cost lessons are opportunities to grow without enduring significant hardship.
August 13, 2015
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The expert problem
A better understanding of how and when to utilize experts helps prevent wasting time and money.
August 5, 2015
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Chinese reform: One step forward, two steps back
Chinese reform is a big deal. Despite being the second largest economy in the world and experiencing decades of impressive growth, China suffers from structural challenges that hamper its future potential.
July 30, 2015
