The Power of Less and Local
#197 Why having less things and activities gives us more freedom and happiness. Why low probability risks are unacceptable if the consequences affect all of us. More information, including show notes,...
21 Mars 201823min
How To Survive Financially
#196 Why relying on averages is dangerous given our fate is often determined by extreme events and how we react as financial markets, the economy and our own lives evolve. More information, including ...
14 Mars 201829min
Has A Trade War Begun?
#195 Why duties and other actions are necessary to address trade disputes, but across the board tariffs are a blunt instrument that can lead to a devastating trade war and global recession. More infor...
7 Mars 201825min
Four Investment Lessons From Warren Buffett
#194 Four investment lessons from Berkshire Hathaway's fiscal year 2017 Shareholder Letter with additional insights from Howard Marks and Seth Klarman. More information, including show notes, can be f...
28 Feb 201833min
Why Plan If Life Is So Unpredictable?
#193 How planning helps us avoid catastrophic errors while maintaining flexibility and margins of safety allow us to thrive even if our plans don't work out. More information, including show notes, ca...
21 Feb 201829min
Is Anything Scarce Anymore?
#192 In this episode we explore scarcity. Artificial scarcity created by laws and real scarcity created by our evolving lifestyles and economy. We'll see that most physical products, with drinking wat...
14 Feb 201829min
Has The Bond Bear Market Begun?
#191 Why interest rates are rising and what could happen to bonds, stocks and the economy if rates returned to more normal levels. More information, including show notes, can be found here. Episode Su...
7 Feb 201830min
How To Keep Up With Inflation
#190 What investments are best for maintaining purchasing power relative to inflation. Using the pencil as an example, how inflationary and deflationary forces work together over decades to determine ...
31 Jan 201831min
