Newsletters2025-01-04T07:54:08-05:00

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Housing Revolution

February 4, 2024 | Meet Icon’s Jason Ballard, who wants to put a dent in the affordable housing crisis. Could his tiny Austin, Texas-based company disrupt the trillion-dollar construction industry?

Disappearing Public Companies

February 3, 2024 | Back in 1996, there were over 8,000 public companies trading on American stock exchanges. Fast forward to today, and that number has collapsed to fewer than 3,750. The end result?

Comeback Kid

February 2, 2024 | Two years ago, Facebook’s parent posted the biggest market valuation loss in stock-market history. But Thursday, it reported more impressive quarterly earnings, and its stock rose about 21% on Friday — adding $200 billion to its market cap, the biggest single-session market value addition.

Banking Drama Is Back

February 1, 2024 | Nearly a year out from 2023’s panic in regional banks, marked by the collapse of Silicon Valley Bank (SVB) and First Republic, problems at not-too-big-to-fail banks are rearing their head again.

An Airport is IPOing?

January 31, 2024 | If you’ve ever been through security or looked around while waiting for your luggage and thought, “I’d like to invest in this,” well, now you can.

The Buffett Curse

January 30, 2024 | An investment from the “Oracle of Omaha” is a galvanizing vote of confidence. It’s also a source of anxiety for corporate executives.

Blackstone’s Empire

January 29, 2024 | To be cliche, an old expression on Wall Street suggests it’s best to “sell shovels during a gold rush.” In other words, while everyone is chasing the next big trend, a better business is selling them the tools and resources they’ll need.

Morgan Housel’s Sage Advice

January 28, 2024 | What never changes is the root of Housel’s new book, Same as Ever, and the bestselling author of The Psychology of Money joined Clay Finck to discuss the behaviors that never change. Here are some highlights of their conversation.

Let’s Play

January 27, 2024 | Science has long shown that play is healthy for humans, well beyond our childhood. Play has been linked with an ability to deal with stress, think creatively, and feel good.

Essential Intelligence

September 23, 2024 | Today is a special edition centered on discussing the business and valuation of S&P Global, the company behind the S&P 500 index. You can check out the companion podcast episode here to dive even deeper.

How Emotions Are Made

September 22, 2024 | Getting a handle on our complex emotions is a superpower. Managing our emotions in helpful ways can do wonders for us, whether at home, in relationships, or in the stock market. It’s not easy. Fortunately, we can turn to all kinds of research.

Endless Patience

September 20, 2024 | The Messi effect rages on. Since the global soccer superstar joined Major League Soccer’s Inter Miami last year, MLS team values have surged $3.2 billion.

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