The longer I’m doing this, the more I realize the truth of one very big idea: The ability to withstand and endure volatility is worth more than the ability to avoid drawdowns. The good news is that enduring volatility is a more realistic ability for one to pursue and improve at. Limiting or managing volatility…
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Clip From Today’s Closing Bell
Ritholtz’s Josh Brown on what investors should do in market sell-off from CNBC.
You can’t undrop the bomb
Grappling with the future implications for a world in which everyone’s seen rapid, massive stimulus in action
Clip From Today’s Halftime Report
The tech stocks investors are watching right now from CNBC.
Clip From Today’s Closing Bell
Josh Brown: We’re back to our regular trend from CNBC.
Feelings drive short-term prices
I had an interesting conversation with a friend this morning
Frank Partnoy on the hidden systemic risk of leveraged loans
understanding these things now will be helpful should things begin to get materially worse.
Clip From Today’s Halftime Report
I’m hoping markets trade sideways for awhile: Jim Cramer from CNBC.
Unheard of
Can an army of retail know-nothing pajama traders save a corporation through deliberate indifference?
Listen to Jeremy Grantham explain the slow death of value investing better than anyone
It’s one of the best podcast episodes of the year for me.