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Spring Cleaning 2019

Apr 19, 2019
Daniel Levitin, a professor of psychology at McGill University and author of "The Organized Mind," joins the discussion on information overload and organization strategies. He shares insights on productivity and decision-making, highlighting the detrimental effects of multitasking and decision fatigue. The hosts also share tips on spring cleaning—whether it’s decluttering homes or trimming stock portfolios—while weaving in light-hearted humor. Their conversation blends practical advice with a deep dive into how our brains can better organize thoughts and tasks.
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INSIGHT

Market Surprise

  • The S&P 500 showed surprising strength in Q1 2019 after a disastrous December.
  • This was the best quarterly performance since Q2 2009, exceeding expectations.
ANECDOTE

Stamps.com Surprise

  • Jason Moser was surprised by the market's reaction to Stamps.com ending its USPS exclusivity.
  • He's particularly shocked by management's poor share repurchases at high prices.
ANECDOTE

Ellie Mae Acquisition

  • Andy Cross was surprised by Ellie Mae's acquisition at a price below its 52-week high.
  • He believes the timing is poor, as the housing market might be rebounding.
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