Relax. Take it easy. It’s as if I’m terrified, as if I’m scared. Relax.

A week ago, I wrote that the “melt-up” might be beginning. Well, since then the financial media have gone into melt down mode. Talking heads have been buying stockpiles of food at Costco. The end is nigh.

Perma-bears have come out of their caves. Screams of joy were heard last night, ricocheting down the empty streets of  Permabearville:

“CNBC returned my call” – “CNBC returned my call”

“They want a doom and gloom guest”  – “They want a doom and gloom guest”

Continue reading

Words from the wise

Portraits of Persian creatives.


I like long form interviews, whether it be podcasts or print.

Below are some of the podcasts I’ve been listening to recently:

  • The Meb Faber Show (Investing)
  • The Joe Rogan Experience (Everything)
  • The East Africa Business Podcast with Sam Floy (Primarily start-ups)
  • Motley Fool Money (Investing)
  • The Moment with Brian Koppelman (Mostly interviews with creatives)
  • Masters in Business with Barry Ritholz (Usually investing)

By far the best regular interview series I’ve come across in print is Lunch with the FT. It’s behind a pay wall but you can register and read 5 or so articles a month. Continue reading