Just astounding.

according to this image, I think housing is being butter fried, and it really might be ready to be flipped before the butter goes from brown to burned- so good trade Kris!

I read Roger Mitchell' s stuff because he's a cultural melting pot. His latest = must read, especially for this embedded story: "A club open to all, with no interest in your colour, race, or religion, and all of this was 60 years before DEI was even a thing." asinthelake.substack.com/p/not-in-my-na…

To my (boring) builder friends, Adam Butler has a an AI hype cycle message for you: "the boring work of integration is the only game in town."

The Chris Mayer wisdom runs so deep, me and Bogumil Baranowski decided to do a greatest Mayer-isms clip show for Excess Returns Podcast. 100 Baggers, the emotional toll of patience, me telling bad stories and anecdotes - it's all here! youtu.be/YgiFfqLeNfI?si…

Another phenomenal discussion 🙌 three years worth of interviews with Chris Mayer in one condensed hour long episode ✨ thank you Chris for being an inspiration for many investors out there, and thank you Matt and Jack for putting this incredible piece of content together 🙏🏻

If you want to talk about cultural melting pot Matt Zeigler this is it. Verse after verse of American culture. When it comes on “shuffle” it always takes your breath away.

I had such a fun time chatting with Matt Zeigler and Bill Stephney on this podcast. It brought out the music nerd in me once again, and it was wonderful doing it with someone that has done so much for the culture of hip hop.

You gotta start watching this. Matt’s doing the most creative work in pods today.

They’re gonna run it hot like you can’t even believe.

💯

I was just reminded by Harper that I wrote this in August 2019. Prettay prettay prettay good, if I do say so myself. From "LEEROY JENKINS!!!" epsilontheory.com/leeroy-jenkins/

South Park Last week I wrote an article for Ben Hunt about how letting my son binge watch South Park during COVID was the best bad (parenting) decision I ever made epsilontheory.com/the-gospel-acc…

If I get 60 minutes with Nick Maggiulli for Excess Returns Podcast OF COURSE we're diving into all the wealth mobility data, b/c most people have no idea. BUT, we also get into the known-unknowns of future planning - and his personal life philosophy is 🔥youtu.be/ICSHGZf5ljQ?si…

Denzel is so good. Watch him destroy the Cowboys and a Jerry Jones. Must watch clip. Swap Dallas for Man United. Same monologue. This is a “fan” talking. instagram.com/reel/DNRD0kkx0… Luca Mitchell Grant Williams Elliot Richardson Matt Zeigler Santiago Capital Share far and wide.

A good reminder from Evidence. His new album should be in your rotation today.

Friday morning. I'll take this.

D'Aulaires, you savages, D'AULAIRES