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CIRCLE OF COMPETENCE

“If a man empties his purse into his head, no man can take it away from him. An investment in knowledge always pays the best interest.” - Ben Franklin

#131 - Interview with Trish Higgins of Chenmark

Interview with Trish Higgins of Chenmark, GMO on parallels to 1999, Ackman bets against corporate credit, ibuyer economics, and more.

Nov 28, 2020

#130 - How Work, Life, and Play Will Change in the Future

How cities will change in the future, SPACs & Wall Street, Andrew Wilkinson on the Berkshire model, Airbnb's S-1, top emerging tech in 2020.

Nov 20, 2020

#129 - Interview with Michael Arrieta, CEO of Garden City

Interview with Michael Arrieta on his career and founding Garden City, Jack Ma's failed IPO, Lilium's big announcement, and more.

Nov 13, 2020

#128 - Politics, Real Estate Troubles, and More

Scuttlebutt on company culture, Horizon Kinetics 3Q20 commentary, the coming real estate crisis, politics, and more.

Nov 5, 2020

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