- The Idea Farm
- Pricing Power
“Never play macho man with the market.”
Paul Tudor Jones
Steve Hou - Pricing Power Everywhere (16 pages)
Bloomberg Indices’ Steve Hou does a deep dive on pricing power, which has become become top of mind for investors as inflation has risen to the highest levels in four decades. He defines pricing power as profit margin stability and finds pricing power stocks to be higher quality, higher growth and low beta.
Listen to Stanley Druckenmiller and Paul Tudor Jones spend 30 minutes talking about the macro environment. Link
Trend-following managers have enjoyed a resurgence, but investor behavior has led to a muted experience. Link
Porter Stansberry pens a letter to his son with words of wisdom on life, happiness & investing. Link
Piper Sandler released their semi-annual Gen Z survey of over 9,000 U.S. teens. Link
Charlie Munger looks back on his career and shares countless investing lessons.
WorldQuant CEO Igor Tulchinsky and geneticist Christopher Mason discuss topics from their new book, 'The Age of Prediction.' They discuss the vital role data analysis will hold in the evolving landscape of industries from finance to biology.
Former Soros CIO Scott Bessent explains the key ingredients in being a macro manager, lessons from working with legendary investors such as Stan Druckenmiller and George Soros, and his view on key macro themes around the world today.
WHAT ELSE IS HAPPENING
Meb Faber spoke with Thomas George about investing in disruption at a reasonable price.
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