The Folly of Certainty

The Folly of Certainty

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Is It a Bubble?

In his latest memo, Howard Marks addresses the much-asked question, “Is there a bubble in AI?” He identifies the uncertainty associated with AI investments and the conspicuous parallels to previous bubbles, while also acknowledging why those comparisons could be inappropriate. Gi ...  Afficher plus

Cockroaches in the Coal Mine

In his latest memo, Howard Marks examines the recent string of well-publicized credit problems. He considers how they serve as a reminder that the yield premium offered by sub-investment grade credit isn’t a freebie, but rather compensation for bearing credit risk. While good tim ...  Afficher plus

Épisodes Recommandés

What to do when your beliefs are challenged (w/ Tenelle Porter)
How to Be a Better Human

Tenelle Porter’s job is to study humility. Specifically, intellectual humility, the idea that we might be wrong or mistaken about some of our beliefs. Tenelle talks with Chris about why she thinks intellectual humility is so important, how to cultivate it, and why it’s the missin ...  Afficher plus

The Vagueness of Demandingness Objections
Uehiro Oxford Institute

A St Cross Special Ethics Seminar, recorded at St Cross College, Oxford in February 2024. Demandingness objections have become a stock argument in ethics claiming that single moral demands or entire moral theories must be given up or altered if they ask too much of agents. But ca ...  Afficher plus

Go For Degrowth?
Politics Unpacked

Keir Starmer says it's all about growth, growth, growth - but why do some economists and politicians say we're looking at it the wrong way? Ed Vaizey finds out about the radical theory of 'degrowth', and asks whether happiness is a better measure of success than GDP.


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Steven Pinker on Speculation Bubbles, Super Bowl Ads, and What Leaders Need to Know About Group Psychology
HBR IdeaCast

As a leader, psychology is fundamental to your success - whether that means understanding consumer behavior, team dynamics, or even your own biases and blind spots. Harvard professor Steven Pinker says that an important phenomena to understand is that of common knowledge and its ...  Afficher plus