Recode held its Code Conference this week, which had several great interviews. There’s a link to all the full interviews below. Some took a slight political bent – no surprise considering the climate – but still retained its tech focus.

As a side note: I get why people worry about tech being too disruptive, but this has been going on since the industrial revolution. Nobody knows beforehand all the hazards a new innovation might bring until after the fact, as we found out with the social media “hacking” and “fake news” in the recent election.

The general takeaway is that innovation often gets messy but the thing about tech is that it continues to innovate and disrupt itself during those messy times (the real issue is our tendency to project the big problems as everlasting as if we’ve lost our ability to find solutions). Continue Reading…

With the Memorial Day weekend ahead, now is a great time to expand your horizons with a few good books this summer. If you’re not sure where to start, I’ve got you covered. I collect reading lists.

Several book lists popped up the past few weeks that should offer something for everyone (not just investing books). The lists below should give you ideas for putting your own summer reading list together. Continue Reading…

The “this time is different” calls are nothing new. It happened in the late ’20s and again in the late ’90s. Another such time was around 1960 and Ben Graham offered a brilliant take on the viewpoint.

At the time, most people thought the business world was “radically different and more favorable than that of the past.” Stock valuations were higher and many believed higher multiples were warranted going forward.

During a talk at UCLA, Graham addressed whether “this time is different” or if it was just a typical bull market: Continue Reading…