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Doug O'Laughlin
Brad DeLong
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15 September
Economics professor at the University of California, Berkeley and a former Deputy Assistant Secretary of the US Treasury. Author of Slouching Towards Utopia and writer of the Grasping Reality newsletter.
9 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
Animal Spirits: Everywhere Millionaires On today's show we discuss how bull market gains have changed the markets, AI is crowding everything else out, when the next financial crisis will hit, Ray Dalio keeps scaring investors, the earnings boom, a buying oppo…
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6 September
Economist at George Mason University. Writes Overcoming Bias on prediction markets, signalling and the far future, and wrote The Age of Em and The Elephant in the Brain.
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
1 September
Investment researcher and engineer who runs Lyn Alden Investment Strategy, writing on macroeconomics, currency systems and equity analysis.
Someone dug this old gem up, so I checked the resulting outcome, 6+ years later. The moral of the story is don't buy Clorox for 30x earnings and don't lend money to the government for a 0.6% yield. If you do, you're gonna have a bad time. Quoting @LynAldenContact Clorox $CLX trades at nearly 30 times earnings and grows at a low single-digit growth rate per year. Dividend yield is 2.2%. Question: Would you rather buy and hold that for the next ten years, or a 10-year Treasury note yielding 0.6%? government Related
2 July
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
The S&P 500 capped off a middling month in June 2026, but had a stunning 2nd quarter, up 14.87%. Rising earnings helped, and the equity risk premium for the index stood at 4.17% over the 10-year treasury rate. Related
1 June
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
US stocks continued to climb in May 2026, with the S&P 500 up 5.1% and treasury rates leveled off at 4.44% (up from 4.40%). The ERP for the index declined from 4.36% to 4.31%, as a surge in earnings partially offset higher stock prices. Related
30 May
Indian value investor who taught Behavioural Finance and Business Valuation as an adjunct professor at MDI Gurgaon. He writes the Fundoo Professor blog about investing, moats and mental models.
A cheap stock without a catalyst is a value trap plus a prayer for a bull market. (That is chasing beta) https://t.co/0XrAuqYqhz The most common catalysts are earnings growth when combined with very low P/E multiples plus a high dividend yield. Doesn’t happen very often but a setup like this must result in stock price appreciation otherwise the yields start exceeding bond yields which by themselves are catalysts for re-rating. There are many other catalysts based on developments inside the company (corporate actions) or developments in markets (eg increase in free float, inclusion in an index… Related
19 May
Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
6 May
Hosts the Lex Fridman Podcast — long, unhurried conversations with scientists, engineers and public figures. Several of the interviews quoted elsewhere on this site are episodes of it.
Here's my conversation all about @FFmpeg, the legendary open-source software powering most video on the Internet. In the episode, I talk with Jean-Baptiste Kempf and Kieran Kunhya. JB is lead developer of VLC and Kieran is FFmpeg contributor, codec engineer, and the person behind the now-infamous @FFmpeg account on X. VLC (@videolan), by the way, is also a legendary piece of open-source software: it's a video player that can open basically anything & has been downloaded over 6 billion times. I think both FFmpeg and VLC are two of the most important and impactful software systems ever created,… Related
20 March
Founding member of OpenAI and former director of AI at Tesla; creator of nanoGPT and the term "vibe coding".
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I do think we should expect more speciation in the intelligences. Um like, you know, the animal kingdom is extremely diverse in the brains that exist and there's lots of different niches of of nature and some animals have overdeveloped visual cortex or other part kind of parts and I think we we should be able to see more speciation and um you don't need like this oracle that knows everything.
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23 January
Software entrepreneur who bootstrapped and sold FeedbackPanda and now builds Podscan; writes The Bootstrapped Founder.
14 October 2025
Demographer; writes on fertility, marriage and population, and directs the Pro-Family Initiative at the Institute for Family Studies.
11 August 2025
Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
25 July 2025
Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
16 July 2025
Chairman and chief executive of JPMorgan Chase, which he has led since 2005 after turning around Bank One.
Their words
if we if if today PEs were 15 as opposed to 23, I say that's a lot less risk. A lot less to fall and you have some upside. I would say at 23, there's not a lot of upside and there's a long way to fall.
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26 April 2025
Managing partner at Ritholtz Wealth Management. Writes the blog The Irrelevant Investor and co-hosts the Animal Spirits podcast with Ben Carlson.
There was a lot to like about the commentary from Q1 earnings season. I'm afraid we'll hear a different story next time. Related
5 March 2025
Deep-learning researcher and Turing Award laureate; founder of the Mila institute.
7 January 2024
Author of Shape Up; formerly head of strategy at Basecamp, where he worked on product design for seventeen years; now runs Felt Presence.
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A korrent is a belief a person has stated in their own words: one
sentence stating the claim, backed by a quote and a source, kept at
korrents.com .
Under a name here, the quoted block is what they actually said.
The korrent beneath it is the claim those words support, in
korrents' wording — tap it to see the record, its source, and who
else holds it.
Nobody here wrote their own korrents. They are compiled from public
statements, and a person can change their mind, which is recorded too.
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About the English under a post
Some people here publish in a language other than English. Where they
do, this site shows a machine translation beneath the post, in
this typeface — the site's own, not theirs.
The post itself is never changed, moved or hidden: what is set in the
serif above is exactly what the person published, and it is what to
quote them on. A translation can be wrong in ways that matter,
especially about tone.
Only the post's own words are translated. A quoted post, a linked
article and a belief on korrents.com
are left in their original language.
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