On this first full day of spring we have two particularly good offerings from Barry Ritholtz's weekend blog postings. The first is an essay entitled, "Life Happens When You're Not Paying Attention," a fascinating recap of the past few decades of techological progress with particular emphasis on the revolutions started by Bill Gates and Steve Jobs and how all the powers-that-be at the time completely failed to understand their visions for the future. It's a bit longer than our usual postings (3-1/2 pages or 1400 words) but well worth the five minutes it will take to digest it.
Life Happens While You’re Not Paying Attention | The Big Picture
The second is this week's edition of "Masters In Business" featuring one of our favorite gurus Mebane Faber. This is a one-hour plus radio podcast in which Ritholtz interviews Mr. Faber about his investment strategies, behavioral economics, and a whole lot of other financial goodies. I remind everyone that Faber was one of the geniuses that Bert has always encouraged us to study, the author of "The Ivy Portfolio," and an expert we have discussed frequently in our seminars.
MiB: Meb Faber, Cambria Investments | The Big Picture
This link provides several ways to listen to the podcast but, at least as of this writing, Mr. Faber's interview does not yet appear to be posted to the archive. The last program was from March 15th and it looks like they post every seven days so we might have to wait until tomorrow before we can listen to it.
No comments:
Post a Comment