Remove The way to get new ideas is to notice anomalies: what seems strange, or missing, or broken
article thumbnail

Transcript: Maria Vassalou

The Big Picture

She wants to know exactly when this, that and the other thing happens, what does it mean for this segment of the market? Why does certain anomalies persistent? And why do some seem to get arbitrage away fairly quickly? And so along the way, I was getting offers to join the industry. When do you own growth?

Assets 161
article thumbnail

Covered Call Funds To Add Volatility?

Random Roger's Retirement Planning

The funds started in mid-2022 but giving the benefit of the doubt, I will assume that last year was an anomaly in terms of magnitude of decline. The LQDW/LQD chart shows what can go wrong. Single stock, covered call ETFs is another new type of product add to this conversation are the. The yields on these are sky high.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Transcript: Jonathan Miller

The Big Picture

I couldn’t get him to coax out stories about David Bowie and other celebrities, but I’ve heard them all over a beer and they’re amazing.  The transcript from this week’s, MiB: Jonathan Miller on Post-Pandemic Residential Real Estate , is below. He is just simply the go-to guy when it comes to residential real estate.

Sales 130
article thumbnail

Investment Beliefs

The Better Letter

Subscribe now Share The Better Letter Get more from Bob Seawright in the Substack app Available for iOS and Android Get the app NOTE: Some email services may truncate TBL. Logically, we should decide what the facts are as objectively as we can and then interpret those facts to come to a consistent set of beliefs about them.

article thumbnail

Transcript: David McRaney

The Big Picture

The transcript from this week’s, MiB: David McRaney on Belief, Opinion, and Persuasion , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

Numbers 291
article thumbnail

Transcript: Bill Browder

The Big Picture

I read all of “Red Notice.” And then I did the same thing with “Freezing Order” which is what’s taking place in the five years since “Red Notice” came out. It’s just next level illegality that seems to take place in Russia. This is just really astonishing stuff.