“Burn It Down” Nihilism Is Harmful Too


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These are truly fascinating times to be an investor. Markets seem to be going through a generational phase shift, and not necessarily for …

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Podcast Interview With Dan Proft


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I recently joined Dan Proft on The Dan Proft Show for a short interview to discuss my article COVID-19 Catalyst For …

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COVID-19 Catalyst For An Easy Game Against Passive Investing


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Passive investing has eaten active management’s lunch for decades. Its market share has grown steadily, capturing disproportionate amounts of inflows and allocation changes. Backed …

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