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The Big Picture
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Latest posts
Last updated about 1 hour ago
An Evening with Michael Lewis (April 7)
about 3 hours ago
Take a break from the sell-off and plan a fun night for...
Transcript: Michael Lewis on ‘Who is Government’
2 days ago
The transcript from this week’s, MiB: Michael Lewis on ‘Who is...
Are Tariffs a New US VAT Tax?
3 days ago
A quick note on tariffs: Over the past few weeks, I’ve been...
10 Monday AM Reads
4 days ago
My back-to-work morning train WFH reads • As Trump Sinks Dollar, Once-Unthinkable...
Stacking Benjamins: Lessons from How NOT to Invest
4 days ago
Fun convo with Joe and Josh of Stacking Benjamins Transcript waaaay...
10 Sunday Reads
5 days ago
Avert your eyes! My Sunday morning look at incompetency, corruption and policy...
Schwab’s On Investing: Avoiding Unforced Errors
5 days ago
I had a super fun conversation with Liz Ann Sonders about HNTI...
MiB: Michael Lewis on ‘Who is Government’
6 days ago
This week, I speak with author and financial journalist Michael Lewis. Michael...
Infinite Loops: Make Fewer Errors, Make More Money
7 days ago
I had a great time talking with my old buddy, Jim O’Shaughnessy...
At the Money Special: Activist Investing for Closed End Funds
8 days ago
At The Money: Boaz Weinstein (March 26, 2025) What happens when...