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The Big Picture



Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media



Last Build Date: Mon, 26 Jun 2017 13:32:13 +0000

 



Who Americans Spend Their Time With

Mon, 26 Jun 2017 13:00:50 +0000

Interesting to track this over time:   Source: The Atlas  

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10 Monday AM Reads

Mon, 26 Jun 2017 11:00:01 +0000

My West Coast morning train reads: • How a 36 Year Old Wall Street Prodigy Saved Burger King (Business Insider) • What Brexit Watchers Expect Now (Bloomberg) • Howard Schultz Has Something Left to Prove (Fortune) • You Do Not Think Alone (Scientific American) • Trump’s victory changed the way Americans see reality (Washington Post) Be sure…

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Treasury’s Missed Opportunity

Mon, 26 Jun 2017 09:00:33 +0000

Treasury’s Missed Opportunity Money and Banking, June 19, 2017       “…we expect to be cutting a lot out of Dodd-Frank because, frankly, I have so many people, friends of mine that have nice businesses that can’t borrow money, they just can’t get any money because the banks won’t let them borrow because of…

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Munger: The Psychology of Human Misjudgement

Sun, 25 Jun 2017 22:00:24 +0000

  In 1995, Charlie Munger gave a speech about how the human mind tricks itself into making poor decisions. This is an abridged and animated version of that speech.   Charlie Munger: The Psychology of Human Misjudgement  

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Its Here! #EBIWest

Sun, 25 Jun 2017 15:30:18 +0000

  We are in California in lovely Dana Point for the big 3 day Evidenced Based Investment  conference. It is an outstanding lineup of brilliant, innovative disruptive speakers. The talent level here is top notch, both in front of the room and in the audience. If you are one of the 700-1000 people attending, I can guarantee you…

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10 Sunday Reads

Sun, 25 Jun 2017 11:00:53 +0000

My easy like Sunday morning train reads: • The Economy Needs Amazons, but It Mostly Has GEs (Wall Street Journal) • The Golden Age of Restaurants Is Stranger Than It Seems (The Atlantic) • An Index-Fund Evangelist Is Straying From His Gospel (New York Times) • Bust Your Phone Again? These Teens Are Here to Help—For a Price (Wall…

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Justice League trailer

Sun, 25 Jun 2017 01:00:11 +0000

Fueled by his restored faith in humanity and inspired by Superman’s selfless act, Bruce Wayne enlists the help of his newfound ally, Diana Prince, to face an even greater enemy.   Justice League Official Comic-Con Trailer (2017) – Ben Affleck Movie  

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MIB: Anindya Ghose

Sat, 24 Jun 2017 13:30:01 +0000

This week, we speak with professor Anindya Ghose is the Heinz Riehl Chair Professor of Business at New York University’s Stern School of Business and the Director of the Masters of Business Analytics program at NYU; he is the author of Tap: Unlocking the Mobile Economy. Ghose describes how technology is disrupting every aspect of modern life,…

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10 Weekend Reads

Sat, 24 Jun 2017 11:00:22 +0000

The weekend is here! Pour yourself a mug of KickAss coffee, grab a seat by the pool, and get ready for our longer form weekend reads: • Obama’s secret struggle to punish Russia for Putin’s election assault (Washington Post) see also The intelligence community report on Russian activities in the 2016 election (Washington Post) • The Reasonable Formation of Unreasonable Things: An…

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