Josh on Narro

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Josh Beckman uses Narro to create a podcast of articles transcribed to audio. Read more at https://www.andjosh.com.

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    • Dec 7, 2022 LATEST EPISODE
    • every other week NEW EPISODES
    • 19m AVG DURATION
    • 952 EPISODES


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    Latest episodes from Josh on Narro

    Worldwinds

    Play Episode Listen Later Dec 7, 2022 10:22


    A counter-intuitive feature of wind power is that it is usable regardless of the direction the wind is blowing, so long as it is sufficiently steady and you have the right technology. A windmill th… https://www.ribbonfarm.com/2022/12/07/worldwinds/ divergencepoints of sailWisner-Gross modelGary Marcus points outDestruction and Creation

    Email Test of the email routing

    Play Episode Listen Later Nov 21, 2022 0:17


    Transferring your domain to Cloudflare tells your registry that a different registrar can now set those authoritative records for you. The relationshi...

    The Art of Gig Books

    Play Episode Listen Later Nov 18, 2022 6:13


    My 2-volume collection of essays about independent consulting and life in the gig economy, The Art of Gig, is finally out. It is available in paperback and Kindle ebook form on Amazon. Art of Gig, … https://www.ribbonfarm.com/2022/11/17/the-art-of-gig-books/ The Art of GigTempoThe Art of GigThe Art of Gigartofgig.comYak Collectivego buy them

    Storytelling — End-Times Tales

    Play Episode Listen Later Nov 4, 2022 5:00


    It is perhaps a bit of a conceit, but I don't like posting anything on this blog that doesn't feel timeless. This does not mean ahistorical. In fact, timeless to me means acutely histor… https://www.ribbonfarm.com/2022/11/03/storytelling-end-times-tales/

    Blockchain solutionism – Guest lecture at the University of Texas at Austin by Molly White

    Play Episode Listen Later Oct 23, 2022 51:07


    "Blockchain solutionism". A guest lecture by Molly White at the University of Texas at Austin on September 21, 2022. This lecture was for a course in the School of Design and Creative Technologies called "Anti-Solutionism". There is a Q&A portion at the end—to protect the privacy of students only my own audio is included, and I've replaced the question audio with a text summary of the question. 00:00 Intro 00:52 Overview of concepts 10:35 Pros and cons of blockchains 16:43 Claimed use cases 17:32 More believable use cases 20:01 Solutions looking for problems 22:52 The XY problem 33:35 Q&A https://www.youtube.com/watch?v=G0k_GjxuJDM

    Indigenous Peoples Day Walk

    Play Episode Listen Later Oct 13, 2022 0:36


    Walking the I&M Canal on a warm fall holiday. https://www.joshbeckman.org/indigenous-peoples-day-walk/

    Ark Head

    Play Episode Listen Later Sep 29, 2022 10:05


    This week is probably the closest we've ever gotten in my lifetime to the brink of nuclear-powered World War 3, yet people seem strangely indifferent ... https://www.ribbonfarm.com/2022/09/29/ark-head/ shared this memea replya thread about the deep recession in the insight economy

    Tangle Logic

    Play Episode Listen Later Sep 22, 2022 20:16


    The word tangle is generally used pejoratively in the English language, as in Walter Scott's line, Oh what a tangled web we weave, when first we pract... https://www.ribbonfarm.com/2022/09/22/tangle-logic/ a great threadmy twitter promptBreaking SmartChola temple at Thanjavurmutualism

    What I've Learned from Users

    Play Episode Listen Later Sep 20, 2022 12:33


    September 2022I recently told applicants to Y Combinator that the best advice I could give for getting in, per word, was Explain what you've learned f... http://paulgraham.com/users.html 123counterintuitive45hacking the testAirbnbs

    September 2022 Blog Update

    Play Episode Listen Later Sep 9, 2022 1:34


    I haven't been in a creative blogging mood for a month, thanks to oven-like conditions in Los Angeles these past few weeks, and of course the general ... https://www.ribbonfarm.com/2022/09/08/september-2022-blog-update/ ArmpitRibbonfarm Studio

    Fred again.. | Boiler Room: London - YouTube

    Play Episode Listen Later Aug 26, 2022 71:44


    Get the tracklist here: https://blrrm.tv/3zQvnoV The wait is over. UK super-producer Fred again.. makes his Boiler Room debut in London. Fred joins us at The Warehouse Project's Repercussion in Manchester this September, tickets at https://repercussion.uk.com/. ► Listen to Boiler Room's archive on Apple Music: https://apple.co/BoilerRoom ► Shop Boiler Room clothing: https://blrrm.tv/shop ► Subscribe to Boiler Room: https://blrrm.tv/YT https://m.youtube.com/watch?v=c0-hvjV2A5Y

    Narrative Slipstream Effects

    Play Episode Listen Later Aug 10, 2022 22:10


    Drafting is a behavior in bird-flock-like systems where one agent rides the slipstream of another in a way that delivers a collectivizable benefit, us... https://www.ribbonfarm.com/2022/08/10/narrative-slipstream-effects/ Hofstede’s cultural dimensions modelturnpike theoryPierre Kabambawtf happened in 1971antiflockdivergences

    A Dreaming World

    Play Episode Listen Later Aug 4, 2022 14:07


    I haven't written a truly interesting general trend piece since approximately 2017, when I wrote Premium Mediocre. I don't count Internet of Beefs (20... https://www.ribbonfarm.com/2022/08/04/a-dreaming-world/ Premium MediocreInternet of BeefsSuperhistory, not SuperintelligenceClockless Clock, my serialized book-in-progressgoing brrrgoblin modevibesFuture Tableshow to construct a viable psychohistoryThe Plot EconomyLeaking into the Future

    Tubeworld

    Play Episode Listen Later Jul 29, 2022 16:36


    This week, my inventory of scavenged cardboard tubes increased from 9 to 36, grew 6x in total length (from 13′ to 84′), and 23x in total volume (0.36 ... https://www.ribbonfarm.com/2022/07/28/tubeworld/ The LinearcologyOzymandias projectasked Twitter for ideasTwitter had no suggestions that truly spoke to meTwitter didn’t have particularly great ideas to offer.didgeridoosartwork based on cardboard tubingcardboard tube furniturewrote a while backFrontierlandarcologyI explored the storm drains under Las Vegas with a friendBeneath the NeonJeffries tubeshereRules™page for Why Tubesideas at componentRoam graph

    Storytelling — Tellability

    Play Episode Listen Later Jul 14, 2022 24:51


    This entry is part 8 of 8 in the series Narrativium I've been reviewing my own experiments with fiction (the stand-alone ones are on a separate fictio... https://www.ribbonfarm.com/2022/07/13/storytelling-tellability/ fiction blogchain(nonfiction) writing coursestoryworthyOrson Scott Card’s MICE frameworkArchetypes for Writersescapementmy post on pendulum clockmakingThe MapOn Exactitude in ScienceNon-ContactThe RetireeThe Heirloom Lounge

    Virtue Degeneracy

    Play Episode Listen Later Jul 8, 2022 4:48


    Last summer, in a burst of enthusiasm for pious, healthy living, I got into the habit of making and consuming this rather elaborate salad, using only ... https://www.ribbonfarm.com/2022/07/07/virtue-degeneracy/ the recipe and my prep routinegoblin-mode

    What is a Life?

    Play Episode Listen Later Jun 25, 2022 32:20


    It's an odd question, but what is a life? A good scoping definition to start with is: life is the objectively observable and subjectively experienceab... https://www.ribbonfarm.com/2022/06/23/what-is-a-life/ Bright Lights, Big CityA Distant Mirrorplay games with notions of memory and time

    What is a Life?

    Play Episode Listen Later Jun 24, 2022 34:09


    It's an odd question, but what is a life? A good scoping definition to start with is: life is the objectively observable and subjectively experienceab... https://www.ribbonfarm.com/2022/06/23/what-is-a-life/ Bright Lights, Big CityA Distant Mirrorplay games with notions of memory and time

    Mediocre Metamodernism

    Play Episode Listen Later Jun 3, 2022 19:59


    This entry is part 7 of 7 in the series Narrativium As I continue my own experiments with fiction, I have been thinking lazily about metamodernism. By... https://www.ribbonfarm.com/2022/06/02/storytelling-mediocre-metamodernism/ HomeStudioFor New ReadersNow ReadingAboutBooksribbonfarmE. Unibas Pluramthis interesting essay by Jonathan RowsonthreadthulhuKamil GaleevSarah Tabera tweet I saw recentlymediocrityon TwitterAnnual RoundupsBook NotesCaptain's LogClockmakingDomestic CozyElderblog SutraFictionInto the PluriverseLexiconMansionism

    Mediocre Metamodernism

    Play Episode Listen Later Jun 3, 2022 21:13


    This entry is part 7 of 7 in the series Narrativium As I continue my own experiments with fiction, I have been thinking lazily about metamodernism. By... https://www.ribbonfarm.com/2022/06/02/storytelling-mediocre-metamodernism/ HomeStudioFor New ReadersNow ReadingAboutBooksribbonfarmE. Unibas Pluramthis interesting essay by Jonathan RowsonthreadthulhuKamil GaleevSarah Tabermediocrityon TwitterAnnual RoundupsBook NotesCaptain's LogClockmakingDomestic CozyElderblog SutraFictionInto the PluriverseLexiconMansionism

    Infirmity

    Play Episode Listen Later May 27, 2022 8:00


    My 18-year old cat (around 80-100 in human years) is teaching me about infirmity and providing a sneak preview of my own future. He can no longer run ... https://www.ribbonfarm.com/2022/05/26/infirmity/ one-horse shay in Oliver Wendell Holmes’ poemliving national treasures

    Crisis Mindsets

    Play Episode Listen Later May 19, 2022 10:23


    I'm writing this post in stolen moments of calm in what's turning out to be one of those rough, stormy simmering-crisis weeks. A major pet emergency i... https://www.ribbonfarm.com/2022/05/18/crisis-mindsets/

    The Map

    Play Episode Listen Later May 6, 2022 13:03


    This entry is part 8 of 8 in the series Fiction It was the most sublime map ever made; superbly detailed and wonderfully dynamic. They said a trillion... https://www.ribbonfarm.com/2022/05/05/the-map/

    Elderblog Sutra

    Play Episode Listen Later Apr 29, 2022 18:05


    The last time I added to this blogchain in March 2021, it felt like the writing was on the wall as far as traditional blogging was concerned, thanks t... https://www.ribbonfarm.com/2022/04/28/elderblog-sutra-13/ in March 2021text renaissancethe Web3 turnfrom public spaceroyal court presided over by Elon Muskrun-your-own-socialtilde clubcozywebYak CollectiveL. M. SacassasRobin SloanCloud Mouse, Metro Mousetoo big to nailloretheme parks, not amusement parkstweetedyes-and… improv mutualismgoodadviceMatt Levinetweet

    Bicycle Day vol 5

    Play Episode Listen Later Apr 23, 2022 73:49


    proud to present the 5th volume in my annual bicycle day mix series. enjoy your trip

    The Ribbonfarm Lab

    Play Episode Listen Later Apr 22, 2022 25:35


    As I've mentioned in passing a few times, through the pandemic, I've been been spending a lot of time getting back into hands-on engineering, after ne... https://www.ribbonfarm.com/2022/04/21/the-ribbonfarm-lab/ a long twitter threadYak Roverjoin the Yak CollectiveReality has a surprising amount of detailclockmaking postsThing KnowledgesecondThe Realist Stack

    Email Fwd: Money Stuff: Will Elon Musk Buy More Twitter?

    Play Episode Listen Later Apr 12, 2022 24:41


    Programming note: Money Stuff will be off the rest of the week for a little spring break, back next Monday, April 18. Is Elon Musk going to take over ... Liana Baker and Scott Deveau sold about $16 billion of Tesla Inc. stockstock option exercises not all of itfriend’s mansiondisdains possessions pretend takeover of Teslahis stake pretend equity financing from the Saudisaren’t supposed to lendcash flow from operationsalready pledgedhas rulesown that much stockhas the abilitygenuinely unpleasant for themwe cheeredstaggered boardMusk prefers to write the tweets himself he just turned down a board seatstricter limits under U.S. securities laws seems like more funfiled the proxy statementit reportsgot the number wrong talked times rumored in Japan talked a few months agoUkrainian hackers a few years agoa fun story out of Canada talked aboutcrypto-libertarian answer alleged Bitfinex hack launderers authorities seizing Bitcoins immune from the claims of society boring allegedly called up Bank of America’s public switchboarda million suitcasesBackground of the Merger Russia ‘Failure to Pay’ Eventpayment theatre Claims It’s Not in DefaultCentral Banker Sri Lanka‘imperial’ CEOs Dismisses Three PE Executives SPAC Trades Fearless Girl Sandwich Salesmentalistheistsubscribe at this linkherewon the defamation lawsuit23.8%reviews Twitter’s takeover defenses complains about public markets

    Email Fwd: Money Stuff: Elon Musk's Work on Twitter's Board Is Done

    Play Episode Listen Later Apr 11, 2022 24:04


    Last Monday Elon Musk announced that he had bought about 9% of Twitter Inc.'s stock. I wrote:Look this all makes complete sense, obvious, intuitive, s... I wrote Agrawal announcedannounced that he wouldn’tamended Schedule 13D filingcame with a standstill tweeted a polltweeted another polla collection of those policiessecurities filingsCorporate Governance Guidelines good luck with that onewrites Ben Thompsoncorporate finance mount activist campaign it might the thing to maximize Adam Aron Ryan Cohen Elon Markets Hypothesishe suggested subtracts a lot of valuehere is a claim the metaphysics of this to Russian operators talked about this dilemmaNew York Times reports talk sometimesgripping and upsetting story Nickel Marketmargin callsRussian oil Seeks Russia Assets Golden Sharemacro winners and tech losers 7-Part Bond SaleBank Depositsoil sands Rolled Dice on U.S. TrialCryptocurrency RulesSaudi Arabia 50 BanksStar Trek NFTssubscribe at this linkhere praised the brevity ESG activists good for the long-term value of the companymotivated by his daughter in emotional terms

    Email Fwd: Money Stuff: Distressed-Debt Deal Makes People Mad

    Play Episode Listen Later Apr 7, 2022 25:15


    Programming note: Money Stuff will be off tomorrow, back on Monday. Unless Elon Musk does something weird I guess. Here's a schematic description of h... ghastly distressed-debt dealthe Petition newsletter describes the mechanicshow Incora described the dealSchedule 13G I wroteMusk tweeted theme this week saved himself about $140 millionthat seems like a tough onehere is the New York Timesyou are unemployable when you leave story about Toucan as well as you’d expectI’m doing my bestDoesn’t Want to DefaultRussia Exit Greensill Cheap Power Gets 2 Yearsmore profitable to piss people offsubscribe at this linkhere talked about this schematic model before somehow messed it upCovenant Review

    Email Fwd: Money Stuff: Elon Musk Is Active Now

    Play Episode Listen Later Apr 6, 2022 28:12


    On Monday morning Elon Musk filed a Schedule 13G disclosing that he owned 9.2% of Twitter Inc., which was a fun surprise. Part of the fun was that a 1... filed a Schedule 13G a fun surprisefiled a Schedule 13Dtweeted a poll joining its board of directorstweeting pollstalking to Twitterfor weeksfile an HSR notification13G13Dstandstill agreementstandstill agreement get in trouble famously did one got in troubleenforcement actionthe SEC allegesAnyway Nearer DefaultWall Street’s Green ShiftViolated Code of Conduct ‘Flash Boys’ ExchangeAvoid U.S. DelistingSell at the Right Timehacker victimsTruth Social Bridgewater CEOManure supplies run short Inspect Screwssubscribe at this linkhereSEC guidance

    Email Fwd: Money Stuff: Elon Musk Got a Twitter Board Seat

    Play Episode Listen Later Apr 5, 2022 25:07


    Should Twitter have an edit button, letting you edit tweets after you post them? The answer to this question is obviously "no,"[1] but for some reason... conducting a poll about ittweeted I suggestedTwitter announcedcreates a healthy tensionsigned a standstill agreement to Stalin Cathie Wood saidhe tweeted todayif you havesome basically polite chats with the CEOSchedule 13D requiresSchedule 13G does notMusk’s 13G13G rulesthe most intuitive readinghere is a CNBC article quoted him before, the rules Gensler’s theoryhaving conversations with Twitter’s CEO do not quite understand trying harder to stop it Russian negative basis trade we have discussed the possibilitypay someone else to take it talked timesmight as well sue nowleft I wrote future commitmentsCan David Solomon DJ? An investigation New SPAC IssuanceNickel-Market FailureHasbro Flipping Homes in NYC Suburbs Banning Russian CoalSequoia Capital Loses Pegsubscribe at this linkherewill step downthe SEC has said thatRule 13d-1(b)the check box on his form says

    Email Fwd: Money Stuff: Elon Musk Bought Some Twitter

    Play Episode Listen Later Apr 4, 2022 18:51


    Programming note: Money Stuff was supposed to be off today but, Elon. So here we are. Look this all makes complete sense, obvious, intuitive, simple s... anddisclosed it on Schedule 13Gonly ifasking his followers knows better than to argue he doesn’t care Elon Markets Hypothesis talked about it beforestakeholder capitalism shareholder activism ESG purposes McDonald’s Corp.Kroger Co.idiosyncratic personal reasonsfundamentally undermines democracyof Berghainiconic bouncerannounced that it is planning a stock split talked last weekbubbled uppopular awarenessSection 242(a)(3)section 173Here’s this talked lot the deli in 2021announcement of the mergerthe merger agreement Bloomberg’s “Odd Lots” podcast Sam Bankman-Fried Social Media SPACDiversity on BoardsSuspends Share BuybacksTom Bradyon April 1subscribe at this linkhereamendment requirements

    Email Fwd: Money Stuff: The SEC Is Coming for SPACs

    Play Episode Listen Later Mar 31, 2022 30:17


    Programming note: Money Stuff will be off tomorrow and Monday, back on Tuesday. People have two main objections to special purpose acquisition compani... safe harbor for forward-looking statementsproposed new rulessafe harbor says that not free from doubt some evidence not very goodthe usual disclosure-y stuffpitch their services to the company talked timesits own intellectual propertytaking Arm China publicFinancial Times reportstalked about The other daymany blocks work slightly differently an amazing storyDone With Activist Short Selling Ban on Shorts Is Lifted Caution on Sanctions Shift to Rubles Massive Release of Oilslow investmentsBig Law partners How VCs Invest in Crypto Cricket Auctiongetting blue and walking aroundsubscribe at this linkhere brought a clever lawsuitcurrent SEC rulesUS IPO Guidedissenting statement

    Fermi Estimates and Dyson Designs

    Play Episode Listen Later Mar 30, 2022 11:45


    A Fermi estimate is a quick-and-dirty solution to an arbitrary scientific or engineering analysis problem. Fermi estimation uses widely known numbers,... https://www.ribbonfarm.com/2022/03/30/fermi-estimates-and-dyson-designs/ Trinity test in 1945,Project OrionThe Starship and the Canoedelta-veeDyson sphere Dyson treeFermi GymThe Art of Insight in Science and Engineering

    Email Fwd: Money Stuff: Robinhood Will Stay Open Late

    Play Episode Listen Later Mar 30, 2022 23:10


    Historically there were people whose job it was to trade stocks, and they showed up at the New York Stock Exchange building each weekday from 9:30 to ... exchangesextended hours You’d have more free timeis increasingly concentrated financial wellness educators now, alsoblog postit says herethe adexchange-traded fundsTD AmeritradeE*TradeFidelityCharles SchwabInteractive Brokers the way that Robinhood trading works anywayhandful of big market makersRegulation NMSapply only during complain about Robinhood selling its orders wasfrom the Financial Timestoil in indentured servitude once wrote about it hackers stole its cryptocurrencyRoninRonin’s explanationhilarious Insider storyit says here Nickel’s Big Squeeze Blasts Kroger Roman Abramovich’s BillionsRuble Payments Dirtiest Fossil Fuel Chicken Price-Fixing Prosecution Bond Default Lawsuit duration no point for documentsdozens of lizardssubscribe at this linkhereRule 611Rule 600(b)(94)

    Email Fwd: Money Stuff: Stock Splits Are Good Now

    Play Episode Listen Later Mar 29, 2022 24:45


    The conventional thing to say is that a stock split doesn't change anything important about a company or its stock. You have a share of stock that tra... endorsed from Bloomberg News todayweird market-structure reasons wants to sell you fractional sharesThe theory here some debate how much at least as far back as early 2020 Appealing to retail investors the meme-stock eratradition free popcorn build a corporate finance strategy around memesconvertible bondsa secured bondgetting a margin loanMicroStrategy’s 8-Kthe loan agreementdon’t do thisallegedly did a number of things 10b5-1 plansome trouble getting paid back now you have a yacht I don’t knowdouble bigamist Bond Buyback in Rublesseizing Russian assetsPayments System Global Investors Burned in ChinaHacking Group Change Bitcoin’s CodeYandexprofile High-Frequency Trading Suit Hong KongLondon’s top officesGiving Serious Thought an MBAsubscribe at this linkhere odd-lot trading market structure some argumentNasdaq has made the case

    Email Fwd: Money Stuff: Barclays Sold Too Many Notes

    Play Episode Listen Later Mar 28, 2022 30:39


    If you are a high-powered trader at a big investment bank, two things that might happen are: You might make $600 million for your bank this year, or Y... quickly another big jobExcept one2019 shelf registration statementNobody doesinvestigate what happened Bloomberg News notes2019 shelf registration statementthe SEC’s web pageCallable Contingent Coupon Notesyou are out of sharesbut in fact2 billion authorized sharesdid a 5-for-1 split time traveled here from 2006 Ruble Payments for Russian GasRuble’s Reboundremoves references to Ukraine ‘war’ Credit Suissefear paying rent Vanguard StumblesAt-The-Market Equity OfferingRiskiest Betsthrough his Earth, Wind and Fire cover bandlives in a townsubscribe at this linkhere“F-3” shelf“F-3ASR”corporate franchise tax

    Email Fwd: Money Stuff: The SEC Wants to Stop Activism

    Play Episode Listen Later Mar 25, 2022 34:29


    Programming note: Money Stuff will be off tomorrow, back on Monday. The way activist investing works in the US is generally that an activist investor ... often discuss around here informally called ESG activists proxy fights stated reason for getting rid of activismin his wordspushing itthe proposalGenslerproposal to require public disclosure of swaps positionsproposed a new rule talked about it at the time were quite awarealready has rulescomment letteranother comment lettera comment letterroughly 1%cash-settled derivativesSection 16 rulesdefines a “group”new proposal talked this week if that helpsthe position is reversed trading limit-down nickel talked yesterday reportsthe Financial Timespoints to a digital image file hosted on a web server burns workartbuy one of his NFTs nowNew York City Taxis Trading Resumes Insurance ClaimsEnds in Gunfire Acquittedstole from billionaire clientscalls for indictmentReject Plan Pushed White House Lapsus$ Mastermindcash injectionNext-Generation Securitizationthe Metaverse Massive Gigafactory PartyDance Movessubscribe at this linkherehereproposals to change the HSR rules

    Email Fwd: Money Stuff: GameStop Hired Some Consultants

    Play Episode Listen Later Mar 23, 2022 30:01


    Wouldn't it be amazing to learn that GameStop Corp.'s whole turnaround plan - the plan that turned it from an $18.84 stock at the end of 2020 to a $32... new high-powered executives ugh non-fungible tokens did some other stuff for GameStop that didn’t workthe complaintwent from RoaringKitty it did not everything is fine I wroteU.S. sanctions the authorities said yes aircraft leases Christopher Jasper at Bloomberg News bond defaults caused by sanctionsis the paying agent on its dollar bonds it says herewrote last month nobody is replying to Russia’s emails reopening tomorrow aren’t enough people left to quit toexecutive paycybersecurity riskconflict diamonds$438 million valuationJay Ritter’s data arguedpast not in private ones talked yesterdaya client memo from Davis, Polk & Wardwell LLP510-page rules proposal talked about it before Worst Drawdown on RecordMarkus Braun Nickelunlikely to offer immediate supportdiesel shortage Crypto VC Fundrare investor criticismBig Tech Surprising Tax Bill Scrutiny of His Tesla Tweetsshut down entire newsroomsubscribe at this linkherepage F-9 of the 10-K

    Email Fwd: Money Stuff: The SEC Will Regulate Climate

    Play Episode Listen Later Mar 22, 2022 33:49


    Securities and Environment Commission Yesterday the US Securities and Exchange Commission proposed a new set of rules requiring public companies to ma... proposed a new set of rulesthe 510-page proposalMichael BloombergBloomberg Newsthe Wall Street JournalFive Key Takeawayssummary fact sheet rather limited swaps disclosure rules the 13D rules talked little bit proxy advisersEverything is securities frauddissenting statement talked yesterday sometimes sayrefused to pay its bankers’ feewon here’s Warren Buffettthat filinglegally requiredthis Wall Street Journal article all fine now last week yesterday David Fickling argues Block Russian Metal proposed to amalgamate called off the amalgamationmight sue Amalgamated BankEco-Friendly All Russian Firmslocal bonds dropplane grabBanks Seize $2 Billionstake in Deutsche BankRemakes Board 1MDB DealGreg Smith up to Telling Winners They Were Losersplaying LollapaloozaFDA sayssubscribe at this linkhere

    Email Fwd: Money Stuff: Everyone Wants to Do ESG Now

    Play Episode Listen Later Mar 21, 2022 26:52


    We talked a few weeks ago about the documentary-filmmaker son of a financial-services billionaire who hated working in financial services and loves al... I wroteBritish-monarchy heirsFinancial Times article most complicated way Bloomberg News storyI proposedincreased the limit to 15%cancel some more trades Bloomberg News another Bloomberg News storyroughly 1%found ways to avoid itlawsuit against the Vanguard Group Bloomberg Newsthe SEBI orderWild Moves Energy Firms That Mine Bitcoin Buy AlleghanyChinese Shares Went Haywire Default Fears Easeequity raising droughtAPE tokens ApeCoinHollywood Crypto Clique Crypto Options TradingLatest Short TargetVideos of Idling Trucksdoing nothingseeks trademark for iconic phraseCity Councilshortagesubscribe at this linkhere Bloomberg News today

    Email Fwd: Money Stuff: Nickel Can't Find a Price

    Play Episode Listen Later Mar 20, 2022 29:22


    Programming note: Money Stuff will be off tomorrow, back on Monday. Here is a silly but not entirely inaccurate description of the nickel market right... climbed above $100,000 per tonsaid that the market had started to unravel surveyed 16 analysts and tradersthen announced here’s what actually happened discussed yesterdaystated rationale did that last week sympathetic to the criticsFor instance here’s gas and powerloves to punt Javier Blasone lesson of 2008 since 1918 Treasury said yesU.S. sanctions prohibit signed a decree why notGamma squeezeSecond Law of Insider Trading became a meme stockopen interestannounced at-the-market stock offeringseems to have been I wroteRaises Interest Rates Ruble Liquidity Drainrupee-rouble Halts Bond SaleCoal Stocks Draws Ire of Texas RepublicansSnitch on Oligarch YachtsBored Ape Yacht ClubRazzlekhanActually a GourdHappy Dog Who Likes Heightssubscribe at this linkhere

    Email Fwd: Money Stuff: Nickel Is Back in Business

    Play Episode Listen Later Mar 16, 2022 24:02


    The London Metal Exchange market for nickel futures broke last Tuesday: Nickel prices shot up due to margin calls and forced buying by some big short ... here hereannounced said the head of the LMEdid agree to do that a Bloomberg News storyoops oops fixed nowgenerate an “Official Price”U.S. dollar accounts are frozenthe dollars are frozen and might not go to bondholders Fitch Ratings has said not that much its bondholders can do about it did not get to investorsdue to a Russian imminent and historic how useful is that shut down for weeks greenwashingScope 1, 2 and 3 here’s the Church of England I suggested Bloomberg NewsWall Street Journal whoSo Old-School Leveraged Loan Market Steps Closer to Ditching FaxesAccepting YuanVolcano Bond VIX Note Lifeline for China Markets Raskin Bows Out Tech’s Brutal Winter Staff Travel for AbortionsAccounting FirmsSunny Balwani’s FSD Accident NFTs Are Coming to Instagram Scan Everyone’s Eyeballs Ken Griffinsubscribe at this linkhere hurriedly raise a bunch of money would not be a default for CDS purposes

    Email Fwd: Money Stuff: AMC Bought a Gold Mine

    Play Episode Listen Later Mar 15, 2022 35:16


    We haven't checked in with AMC Entertainment Holdings Inc. recently; let's see what they're up to:LEAWOOD, Kan.--(BUSINESS WIRE)-- AMC Theatres (NYSE:... what they’re up towore pants on a Zoom interviewhere is Aron on TwitterThe answer is zerosold $31.7 millioncorporate history of Hycroftit estimatedandfiled a prospectuswrote last yearTesla’s preferred way to sell stockin hindsight correctit did an ATM attracting attention do ATM offeringsin the sense that Warren Buffett worksgo to Warren Buffett for moneythe gist of itselling movie ticketsthe press releaseMos Eisley cantinawas calledMudrick was sponsored reported last June for weird reasons Citadel Securities default on its debtbuy bonds from Russiastate-owned companies access its bank accountsVenezuela’s defaultvery hard legal maneuvering by creditors said yesterdayFinancial Times notes sum-of-the-parts analysisan update on the volcano bondpeople’s intuitions about fairnesshere’s a fun storygoodNickel TradingSoftBank Collateral PledgesStock Buybackscyber attacks on SwiftCyber Policiesbank payoutsPrivate Market Strategy Belt and Road Banks EvergreenGiant Hovering QR Codesubscribe at this linkhereits 10-Q for that quarter45,532 ounces of goldannouncingtoday’s 8-K

    Email Fwd: Money Stuff: Soccer Tickets Are Sanctioned

    Play Episode Listen Later Mar 10, 2022 27:02


    Programming note: Money Stuff will be off tomorrow, back on Monday. Most people, in their daily lives, do not run too much risk of trading with people... check in with your lawyer firstgeneral licensea summarysanctioning noticein 2003says OFSIensuring compliancethe actual result will bewould not be allowed to benefit talked on TuesdayClass 1 nickelcontract specifies an LME warehousegot short squeezedAnd the liquidity problem is fixed-ishit is illegal in the U.S. to melt nickelsAnd so says Larry Fink one day says Sam ZellLarry Fink, from January Bloomberg News yesterday happen with rising pricesAnywaya new book out an excerpt in Bloomberg BusinessweekJim Grant’s reviewsign up hereSplit Stock Seize Firms Russia Debtsell Russian bank Evading Russia Sanctionsdo-gooder activist investor Hear From Opioid Victims Libor MeasureWordle Grid Artsubscribe at this linkhere talked a few years agothere was in LME warehouses

    Email Fwd: ESG Goes to War

    Play Episode Listen Later Mar 10, 2022 20:50


    "'It's the first European war in the ESG age,' says Steven Fox, chief executive of the strategic intelligence group Veracity Worldwide" to the Financi... to the Financial Timespatriotic pressure to increase drillingenvironmental pressure to reduce drilling talked last week not entirely ESG Seems like a big risk can get it groundedAnyway did a ton of crimes talked before now here’s this pretty egregious acquit on principleGoldman Sachs Group Inc. partnera TikTok dance video talk about time timeImplications Crypto Oversight SWIFT Bantechies flee country Outfoxed AmazonCryptoGave Advertisers Inaccurate Informationtrader’s deathanother pari passu sagaGauloises Fans of Athletesmint Charizard trading cardsubscribe at this linkhere shadow trading

    Email Fwd: Money Stuff: Nickel Is Canceled

    Play Episode Listen Later Mar 9, 2022 26:09


    In the stock market, short sellers are often people who are betting against the price of a stock. They hope the stock will go down. If it goes up, the... very bad for them right now which happened which also happenedthe LME today this was not your weeknow containsall about maximizing cash flows limit production for ESG reasonsthat is also a rough model butstakeholder capitalism talked timesHow Oil Giants’ Bets on Russia, Years in the Making, Crumbled in Daysit said stop buying Russian oil this writes a tweet rather to say pretty clearly securities fraud the SEC did Anyway discussed it last weeksure Joint Bond Sales Crypto OrderRussia’s banksbond indices Cut GasRussian Gasspeculative tech stocksCanadian Pacific Spending Account Service Come Back to Workstocks were going to go up if there is a nuclear warsubscribe at this linkhereborrowing base redeterminationhedging with mortgage-backed securities hedging with swapsreports thatan antitrust concern

    Email Fwd: Money Stuff: Leaving Russia for Morals or Money

    Play Episode Listen Later Mar 8, 2022 30:39


    If you are an international company or investor, why might you stop investing or doing business in Russia? There are two basic reasons: Moral reasons:... talk about it lot the big ESG issuewrote last yearOffice of Foreign Assets Control last week Yesterdayhas the corollaryhave noticed And talked last week proposed here’s this involve an auction discussed last week This is bizarre this thoughdiscussed hereworked out well for youhere’s a claim basic model of Bitcoin Or, of coursesays yes Bloomberg News article from last month systemic stewards raise prices and be anti-competitivetake the 20% up frontthe SEC complaint said past also said does seem to workRussian moneyairline industry Oligarchs’ YachtsFrench Customs Officers Abandoning Hong Kong VanguardExits Occidental PetroleumAlleged Tax Frauduses Truth SocialInvestigation Into Donald Trumpnot Putinparachuting spidershuman headssubscribe at this linkhere third sort of ESG investing

    Email Fwd: Money Stuff: Uninvestable Markets Are Hard to Trade

    Play Episode Listen Later Mar 3, 2022 28:26


    Programming note: Money Stuff will be off tomorrow, back on Monday. Sometimes a financial asset trades for $100 one day and $5 the next. If you own it... don’t knowlost 95% to 99% of their valuegetting margin calls you can’ta weird technical pointanother 99%sanction on Russiasort of happenedthis post from payments expert Patrick McKenziecontinuing to make paymentsthe market suggeststhen, uhIt doesn’t matterAndgood Twitter thread Credit Suisse Group AG’s oligarch yacht loan riskCredit Suisse securitized (partially) sank getting capturedAnd sailing to the Maldivesthe pitch deck for this trade discussed yesterdayprivateering might be coming backFinancial Times columnabout thisbrandsOligarch EraSelling Chelseause of cryptoWhatsApp Use NFT MarketCrypto Tokens and Vibesbans Russian catssubscribe at this linkhereRelated And talked about in connection withsome legal uncertaintyan argument

    Email Fwd: Money Stuff: Russia's Finances Are Closing Up

    Play Episode Listen Later Mar 3, 2022 25:28


    A week ago Russia was a more or less well-integrated part of the global financial system. Shares of Russian companies traded in Europe and the US, Rus... complicated and uncertain we talked yesterday Exxon is doing that with its JVcan’t get paid not closing entirelyArgentina’s 2014 debt defaultsome nautical seizure claims about the current crisis wrote about on Monday Bloomberg “Odd Lots” podcast with Zoltan PoszarRana Foroohar arguingAlan Cole arguing that it is unlikelyapparently real notice Will Peterffy’s storyBritish-monarchy heirs guypleading guilty has previously testifieda weird tradeI don’t know anything 98% of Value UnravelsRetreat From Russiaaccountants and consultantsPublic relationsoligarch and tycoon yacht loans Crypto Sanctionscyber attacksFordSummer InternsTyrannosaurisubscribe at this linkherethe Wikipedia a summary the yacht mechanic

    Email Fwd: Money Stuff: Nobody Wants Russian Assets

    Play Episode Listen Later Mar 1, 2022 28:40


    A common problem in environmental, social and governance investing is that if you own stock in a coal company, and you care about ESG, so you sell tha... problem Bloomberg News articlefrom the Financial Times it is bad for Russiathe FT service their debts Ukrainian war bondsslim possibility dislike the opposite thingsnot particularly ESG this week you are very ESGinformation asymmetry two days after selling pre-disclose their stock saleswhat actually went on here interviewed Citadel founder Ken Griffin I asked readers had good suggestions Global Collateral SqueezeLocal StocksRussian cargo bookings SinksVideo Games ten years in McKinseysubscribe at this linkhere shut it down things like have said

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