The Trump Scorecard (2/3)

Hey Jordan —

Thanks for your post. These have been tough to do. I find myself becoming emotional (angry) discussing ‘things Trump’ these days. While this is a problem on its own, it’s also a problem because we’re friends! Off this blog, our email exchange…


Global Warming Orthodoxy (3/3)

Surya,

Thank you for the intellectually honest response. I think most Thinking people would have to admit, like you have, that my questions are good ones and that they call into question much of the current orthodoxy.


Global Warming Orthodoxy (2/3)

Hey Jordan,

The questions you raise are good ones. As you ask, I don’t get bogged down in them and instead put some thoughts on them as comments in your article.


Dalio’s Questions (3/3)

Surya,

When I posted Ray Dalio’s three questions, I was hoping to have a substantive discussion in the open and honest truth-seeking style to which Dalio has introduced us. However, I am reading your response as mostly partisan name-calling and political…


Dalio’s Questions (2/3)

Jordan —

You’ve been busy typing!

Yep, as I’ve spent increasing chunks of my time investing in the public markets, my respect for Dalio has only increased. His clear-eyed analysis of macro-events is, maybe, the best out there. I also…


Dalio’s Questions (1/3)

Surya,

You and I share deep admiration for hedge-fund billionaire Ray Dalio. Speaking for myself, I think he is a genius. His ideas about radical honesty and transparency, especially, have had a profound impact on my thinking.


Media Bias: A Dissection (3/3)

Surya,

I read your response and took a look at the David Pell piece you sent. While I appreciate the admission that media bias exists, I have to disagree with Mr. Pell’s premise. Specifically, he writes:

The media is biased…

Media Bias: A Dissection (2/3)

Hey Jordan,

Thanks for your note. There’s a lot here!

So, look, is there “media bias?” Yeah, as you say, I’m not going to argue the counter. The media is made up of humans and humans are inherently emotional and therefore…