Podcasts, Articles, and the Week Ahead

Podcasts – Josh Brown with Micheal Batnick on the Compound show, “It even sounds like a scam. Nikola Tesla’s last name was taken so they decided to go with his first. What’s his middle name, Seymour???”

People I MostlyAdmire – Kerwin Charles – “You never know where an insight will come from”

The Economist Radio, Checks and Balance: Suburban Brawl – all about the suburban voter’s importance in the upcoming election.

Freakonomics Radio on what socialism is and how the NFL has dealt with the pandemic.

Rory Sutherlandon Infinite Loops – “If it was logical, someone would have done it”

Articles – Alex Caruso: the Lebron of Playing with Lebron – Wall Street Journal

Obviousthings that are easy to ignore – Morgan Housel

Storm Coming – John Cochrane

Books – Animal Spirits by Akerlof and Shiller

A quick macroeconomic take - I am planning on rebalancing my portfolio in the next month by selling some high growth and big tech names, trimming my profits on any long term capital gains I might be sitting on on my original core positions. As we head into the election, the story seems to be that volatility will increase. I'm scared the increase in volatility will diminish the role that irrational option volume is seeing and will lead to a larger than expected pullback in the index. We are already seeing some grwoth names take a breather, but more volatility could mean a steep drop due to the gambling nature of current market participants 


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