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17 September
Former options market maker who writes Moontower, a newsletter on trading, volatility, decision-making and how to think about risk outside markets too.
Co-sign Dave & Jon are media personalities with pointed views because that travels even though plenty of room for reasonable debate in between. For most of us debate is a waste of time. We have bills to pay not crusades to fight. Pick whatever view makes your life better. Related
Prime Minister of the United Kingdom since July 2026 and leader of the Labour Party. MP for Makerfield since a by-election in June 2026; Mayor of Greater Manchester from 2017 before that.
We're putting power into communities across Britain by backing them to build and control their own clean energy supply. That's good for bills, good for local economies and good for tackling the climate crisis. theguardian.com
energy Related
12 September
Former L8 engineer at Meta, Microsoft and Atlassian, now writing and building solo on agentic engineering. Writes Kun's Field Notes and posts a lot about AI coding agents on X.
github actions in my oss repos suddenly stopped running today i had opus 4.8 look into it, it spent ~$10 worth of tokens and insisted that either i haven't paid my bills or there's a github outage switched to grok 4.5 and just 3 minutes in with $1.2 worth of tokens, it found there's a surge of CI runs in my firstmate repos starving all the allowed runners across my account, cancelled a bunch of them, and everything's back on track this is just an anecdotal example but i've had many positive experiences like this. people ask me why i default to grok and this is why Related
11 September
Co-founder and chief investment officer of Cambria Investment Management. He has written several books on quantitative asset allocation, blogs at Meb Faber Research and hosts The Meb Faber Show.
๐๐ผ๐ป๐ฑ๐ ๐ฏ๐ฒ๐ฎ๐ ๐ก๐ฎ๐ฝ๐ผ๐น๐ฒ๐ผ๐ป, ๐๐ผ๐ฝ๐ฝ๐น๐ฒ๐ฑ ๐ฎ ๐ฝ๐ฟ๐ถ๐บ๐ฒ ๐บ๐ถ๐ป๐ถ๐๐๐ฒ๐ฟ, ๐ฎ๐ป๐ฑ ๐บ๐ฎ๐ฑ๐ฒ ๐ง๐ฟ๐๐บ๐ฝ ๐ฏ๐น๐ถ๐ป๐ธ. ๐๐ผ๐ฟ๐ถ๐ป๐ด ๐๐ต๐ฒ๐ ๐ฎ๐ฟ๐ฒ ๐ป๐ผ๐. My guest today is Robin Wigglesworth (@RobinWigg), editor of @FTAlphaville and author of A Fabulous Debt, a thousand-year history of the market that sets the price of everything else. We get into: โข An Austrian 100 year bond that lost 80%, while a defaulting Argentina paid off better โข Why T-bills feel safe but can lose you 50%+ in real terms after inflation โข Is private credit the next systemic blowup? โข Why the $12 trillion repo marโฆ inflation Related
10 September
Co-founder, chairman and chief investment officer of Ritholtz Wealth Management. Hosts the Masters in Business podcast for Bloomberg and wrote How NOT to Invest.
Co-founder and chief investment officer of Cambria Investment Management. He has written several books on quantitative asset allocation, blogs at Meb Faber Research and hosts The Meb Faber Show.
Real current drawdowns in fixed income: TIP 19% T-bills 20% AGG 25% LQD 27% IEF 32% TLT 55% Zeros ๐ฑ๐ฑ If you respond yEs BUT i iNveSt in InIDVIDual BonDs so I don't have this problem you're going to get blocked. via totalrealreturns.com
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3 September
Co-founder of Y Combinator and Viaweb; essayist at paulgraham.com.
startups
Their words
Everyone always asks me like with all this AI is anything still the same? And the answer is so far almost everything is exactly the same. The only weird The only weird new thing is that companies have these giant AI bills.
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11 August
General partner at Benchmark Capital for over two decades; was the lead analyst on Amazon's IPO before moving into venture capital. Writes Above the Crowd on tech and marketplace economics.
Different states, counties, and cities trying different things. Beautiful and effective competition of policies. I doubt any tax bills are going down in NY State. Quoting @SaraEisen In Loudoun Virginia home to more than 200 data centers, tax revenue from data centers has exploded. As a result, over the past 10years, they lowered the real property tax rate every year from $1.145 in tax year 2016 to $0.805 cents per $100 in assessed value for 2026. Related
30 June
Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.
Imagine having $1.66M in T-bills in 1987 and your income goes from $300k per year (in 2026 dollars) to less than $3k per year by 2021. "T-Bill and Chill" is a terrible long-term strategy Quoting @dollarsanddata Is $5M in Treasury Bills enough to be set for life? Kevin O'Leary (Mr. Wonderful) says yes. History says no. O'Leary is right...but not for the reason he thinks. My latest: Related
Is $5M in Treasury Bills enough to be set for life? Kevin O'Leary (Mr. Wonderful) says yes. History says no. O'Leary is right...but not for the reason he thinks. My latest: ofdollarsanddata.com
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29 June
Writer and climate campaigner; wrote The End of Nature in 1989, founded 350.org and Third Act, and writes The Crucial Years.
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