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87: Lessons from The Master: The Analects of Confucius

Made You Think

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Is Randy Carlson the Third Guy?

The pine and the cypress are the last to lose their leaves. I face that one because it felt very timely for a lot of recession and layoff season. Just like everything that we saw leading up to 2022, just like all these companies, everybody's making so much money. And then as soon as interest rates go up and the tide goes out, you realize how unsustainable so much of it was. The arc versus Berkshire Hathaway returns chart. Have you guys seen this? Yeah, I've seen this. It's actually way heavier than I thought. Maybe after that we can do a soccer piece episode or something. We should be this.

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