Thaler and Varian

Sponsored by Greenhaven Road Capital, finding value off the beaten path. This talk, published in June 2015, was part of Richard Thaler’s book tour promotion for Misbehaving. Hal Varian, Chief Economist at Google, calls it “A wonderful new book.” When asked about ‘Econs’ (a utility maximizing computational automaton – that doesn’t exist) and humans on the tour … Continue reading “Thaler and Varian”

Nick Chater’s Mind

Supported by Greenhaven Road Capital, finding value off the beaten path. Nick Chater (@NickJChater) believes human thinking is more ‘make it up’ and less ‘look it up’. Certainly, there are automatic processes; breathing, digesting, etc. There are also learned process we engage simultaneously; running and talking.¹ But Chater makes the case  humans cannot use the same … Continue reading “Nick Chater’s Mind”

Learning but not reading

Supported by Greenhaven Road Capital, finding value off the beaten path. In 2017 I bought 100+ books on Amazon. In 2018 I haven’t bought any books from anywhere. In October of 2018, I didn’t even read a book. Instead, I binged on YouTube and podcasts. Books are great because they encapsulate an idea. As a … Continue reading “Learning but not reading”

Simmons, House, and the Utah Jazz

Supported by Greenhaven Road Capital, finding value off the beaten path. Before each NBA season, Bill Simmons and Joe House team up to pick over or under win totals for each team. Sports and forecasting go together like burgers and fries. We’ll use the Simmons and House section about the Utah Jazz (1:33:30) to look … Continue reading “Simmons, House, and the Utah Jazz”

Howard Marks, may the odds be ever in your favor

Supported by Greenhaven Road Capital, finding value off the beaten path. This post will use quotes from Howard Marks’s fall 2018 interviews with Barry Ritholtz,  Tim Ferriss, and the The Investor’s Podcast as well as an August 2018 talk at Wharton. You can listen; iTunes, Overcast, or Soundcloud. Or read; ePub. Howard Marks’ advice is … Continue reading “Howard Marks, may the odds be ever in your favor”

Gold Medal Culture

Supported by Greenhaven Road Capital, finding value off the beaten path. After the Olympic games in 1996, where Britain finished 36th in the medal count, Sir John Major shifted some of the national lottery money towards sport. Journalist Owen Slot covered the team through this time and in 2017 wrote The Talent Lab. He told a … Continue reading “Gold Medal Culture”