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February 15, 2024

Extending Time Horizons; Interview with Bill Nygren; Money; Drawdowns; Revealed Beliefs about Responsible Investing; The Behavioral Alpha Benchmark; “The Art of Negotiation”; “What is Common Sense”


February 7, 2024

Kopernick Global Year-End Letter; Greenlight Capital Q4 2023 Letter; Horizon Kinetics Q4 Commentary; Third Avenue Value Q4 Commentary; The Big Questions; Venture Predation; “How Much Is Your Favorite Free App Worth?”; “The Psychology of Hoarding”


January 24, 2024

Ten Surprises of 2023: Year End Review; Will We Do the Right Thing?; Indexing the Short Case; Emerging Markets 2024; “The Art of Looking Stupid”; "Pricing Without Mispricing"


January 17, 2024

The Weirdest Market Efficiency in the World; Year Ahead Outlook; Easy Money; Semiconductors, Real Estate and the Japanese Consumer; Leading Platform Companies are Thriving; Volatility Laundering; Contrarian Investing; Investing Skill vs. Luck


January 10, 2024

Oakmark Select Fund Q4 Letter; Oakmark International Fund Q4 Letter; Pattern Recognition; The Four 4s Behind the Opportunity in Japan; The Outlook for 2024-26; How AI-Powered Trading Could Hurt Price Formation; Andrew Brenton Interview; Annie Duke and Howard Marks