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Podcast links: fading dominance

Abnormal Returns

theinvestorspodcast.com) Justin Carbonneau and Jack Forehand talk with Jason Buck of Mutiny Funds about building a diversified portfolio for uncertain times. artofmanliness.com) Russ Roberts talks with physician Adam Cifu about the human side of medicine. Aswath Damodaran to discuss his new book, "The Corporate Life Cycle."

Medicine 277
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Supply Chain Is 40% of Inflation

The Big Picture

My job is not to give policy advice to the Fed, but to interpret what they are doing and its most likely impact on our portfolios. The honest answer: “ Nothing, we are aiming at the 60% that is the goods demand side.”. To paraphrase Ray Dalio, it is the role of the investor to see embrace reality and deal with it as it is.

Medicine 363
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Dollars Are For Spending & Investing, Not Saving

The Big Picture

That comp gets deposited directly into my bank account, and that money is available for purchasing necessities (food, housing, clothing, medicine, transportation, etc.) Instead of cherry-picking the S&P 500, what about a simple 60/40 portfolio (e.g., I work 40-60 hours a week and get paid for my time and efforts. and paying taxes.

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Saturday links: a cleaner world

Abnormal Returns

eater.com) Quitting medicine to make the country's best pork products. variety.com) Why Sony wants Queen's song portfolio. (papers.ssrn.com) Food The amount of fish farmed globally has surpassed the wild catch for the first time as production soars to meet rising demand. ft.com) Why restaurants feel the need to add service fees.

Medicine 220
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The Least Bad Choice

The Big Picture

The problem with all of the above is that the results would have been devastating: Many more deaths, lots of people without money for food, rent, medicines, and mortgage payments. Millions of defaulted mortgages, 10s of millions of evictions — complete social chaos. middle and lower classes) struggled.

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Cipla Vs Sun Pharmaceutical – Financials, Future Plans & More

Trade Brains

Cipla Vs Sun Pharmaceutical : Pharma companies bear enormous responsibility for producing medicines and monetizing the time and effort spent on research and development for years by using patent protection. Sun Pharma’s portfolio includes innovative specialty medicines, branded generics, pure generics, and APIs.

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At The Money: Behavior Beats Intelligence

The Big Picture

We’re going to discuss how to make sure your behavior is not getting in the way of your portfolio. I think one analogy here would be think about health and medicine. You want to say, look, I hope to retire in about 20 years and maybe I’ll be in a position to sell part of my portfolio. You need more information.

Math 273