Posts filed under “Philosophy”

Loose Items

I am going to skip the my usual Friday Philosophy as this week has been enormously insane for me, out late for work every night, with lots of meetings every day (and tonight is another holiday).

But I do have a few things I want to discuss/tease/show you:

• There are still a few tickets left for the TBP conference. If you are anywhere near NYC on October 8 than YOU MUST ATTEND. It is an incredible line up. I guarantee you will learn more in one day than any 10 days of other conferences. This group is THAT GOOD. (I will post a detailed bio of a different speaker each day next week).

• I particpated in a fascinating debate on innovation over dinner last night, driven by Robert Gordon’s claim that innovation and invention has plateaued. I guess we have invented everything there is left to invent! My view is the pace of innovation is actually accelerating, and this economist is deeply misguided.

• After 5 years, I am finally ready to start working on the sequel to Bailout Nation. This one is much more investing focused, and will rattle quite a few cages. (I am almost done with the first half of the research). All I have to do is finish my ebook first, now 60% done.

• I have lunch with Howard Lindzon today, who just did a bang up job on BloombergTV discussing the Twitter IPO. He is one of the more interesting people you will meet. (And a freak. He’s super freaky).

Shrubbery! We lost a lot of trees and shrubs during Sandy, and my flower garden got mangled (Yes, I enjoy gardening, wanna make something of it?) NO damage to the house thankfully, but the yard was destroyed (no electricity for 12 days was no fun either). This week, all of our replacement trees and plantings were installed. Looking forward to them blooming in the spring.

• We are getting very close to a big announcement about a major media deal. I am totally jazzed about it. You will be too. I expect great things to come out of it — and alot of heavy lifting as well.

• Josh’s new skunk works project, which he mentioned here before going dark this whole week, is almost done. I have seen early looks at it, and its the shizznit. (I am super proud of him).

• What does everyone get wrong about the Financial Crisis, and especially Lehman Brothers? That is my next Washington Post column.

• I came up with a really interesting idea for a new website. Spoke to some developers, who tell me its unusual but possible. It will be very cool when it launches.

• We live in very, very interesting times . . .

I have all these projects that have been in the works for years, and suddenly they are all popping at once. The site is going to be very busy the next few weeks.

More later . . .

Category: Markets, Philosophy

The Big Picture Conference: Scheduled Speakers

I am thrilled to tell you about the 5th Annual Big Picture Conference coming up on October 8th in New York City. We are extremely excited about the speakers, topics, even the venue itself. And, we are expecting our largest audience yet. I wanted to personally invite you as a reader of the Big Picture to what we…Read More

Category: Investing, Philosophy, Psychology

Simplify Your Future

Want more from your career and life? Live by this single sentence. Based on the free eBook of the same name: Simplify Your Future from Bruce Kasanoff by Bruce Kasanoff on Aug 01, 2013

Category: Digital Media, Philosophy, Think Tank

“I Am Looking to Outperform the Markets by 4-5% a Year”

Lately, the day job has been inspiring many of our Philosophy Phriday posts. (This coming Sunday’s WaPo column was also inspired by what we see int he office). Today’s post is another such example. Perhaps its because we run a somewhat different business model than is typical in the finance industry in the US. Our…Read More

Category: Apprenticed Investor, Hedge Funds, Investing, Philosophy, Psychology, Really, really bad calls

Umair Haque on the Global Economy

Umair Haque discusses the broken relationship between institutions and people, why the economy is stagnant, and how to fix it.

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Category: Philosophy, Video

How’s Your MetaCognition?

  “Knowing yourself is the beginning of all wisdom.” -Aristotle   Over the past few weeks, I have been waxing eloquent on the subject of self-awareness, knowledge, and recognizing one’s own lackings thereto. Last week, we discussed the Value of Not Knowing; that followed the prior week’s discussion of why I don’t bother guessing a…Read More

Category: Philosophy, Psychology

Is McKinsey to Blame for Skyrocketing CEO Pay?

In 2011, I posed the question “Is McKinsey & Co. the Root of All Evil ?” This was not a tongue-in-cheek query, but rather, a look at how so many recent disasters traced their origins back to McKinsey & Co. Which brings us to the latest issue negatively affecting the United States, skyrocketing CEO pay…Read More

Category: Crony Capitalists, Philosophy, Really, really bad calls, Wages & Income

On the Value of Not Knowing

Its Philosophy Phriday, and as such, I want to discuss my ignorance. Or rather, my justifiable pride in my willingness to say “I don’t know.” I use this phrase frequently, for there are a wealth of subjects I know very, very little about. Sometimes I am asked things I could not possibly know, particularly about…Read More

Category: Investing, Philosophy, Psychology

The Best (Non-Financial) Financial Books

From time to time people ask me to give them recommendations on good finance books. When I respond, I either get blank stares or laughs… What’s so funny about the Tao Te Ching, Thoreau’s Walden, or Daniel Gilbert’s Stumbling On Happiness? Were they expecting something like Dave Ramsey’s Financial Peace, Kiyosaki’s Poor Dad / Rich…Read More

Category: Books, Philosophy

“What’s Your NFP Number?” [Don't have one]

This morning, the single most asked question I hear is “So what’s Your NFP Number?” That’s one of the more interesting side issues about this Maine event/fishing trip/conference. Its overrun with economists and Fed folk, who are the fairly focused on short term data. Regular readers number I have little interest in making bad predictions…Read More

Category: Data Analysis, Employment, Philosophy