Sep 20 2023 / Article
Insights From Mike Hall, Partner at Sapient Capital [15 minute read] One of the most frequently asked questions when meeting with clients is, “Will the stock market go up or down over the next few months?” Since I don’t have a clear crystal ball,...
Sep 15 2023 / Article
The Unspoken Truth About Growth. [11 minute read/ 8 minute listen] Audio version available here. “What is to give light must endure burning.” -Victor Frankl The Silent Scream A recent working paper that studied 500,000 people in developed...
Sep 13 2023 / Article
How to generate a return on your reading...
Sep 1 2023 / Article
When sci-fi is more science than...
Aug 22 2023 /
What we get wrong about getting what we...
Aug 22 2023 /
A quick look at a key swing factor for the global...
Aug 12 2023 /
Creating a World Without Limits [10 minute read, or an 8 minute listen here]. “The limit of my language is the limit of my world”. -Ludwig Wittgenstein Bored Onboard John was growing weary of the Endless Cruise™. The original premise was incredible....
Aug 3 2023 /
Three timely thoughts on a timeless...
Jul 26 2023 /
Those who see the patterns, predict the...
Jul 25 2023 /
Where we stand, and where we think we're...
Jul 20 2023 /
A Sapient Expert...
Jul 13 2023 /
The secret to value...
Jul 6 2023 / Article
#1 will amaze you! (But really it...
Jun 30 2023 / Article
Can a single idea change the...
Jun 27 2023 / Article
The year's best...
Jun 15 2023 / Article
Buffett and Bezos on protecting your most important asset. [7 minute read] When I was at last month’s Berkshire Hathaway Annual Meeting, Warren Buffett was asked how to avoid major mistakes in investing and life. He replied with a simple but powerful piece...
Jun 8 2023 / Article
Astrology, Hypnosis and Solving the Stock...
May 30 2023 / Article
I asked my friends and readers for the best things they’ve read on how to get wealthy and stay...
May 26 2023 / Article
The infinite value of exploring challenging ideas [14 minute read] How open-minded are you? Let’s conduct an experiment… Keep an Open Mind Back in March I gave an interview to my friend Jules Evans. It was different to any interview I’ve given before....
May 17 2023 / Article
A quick update on the investing mystery of our age [5 minute read]. There’s a mystery at the heart of the global economy, and it will determine the fate of trillions of dollars of long-term wealth. At the start of this year I tried to summarise the dominant...
May 13 2023 / Article
Learning about success from a big...
May 9 2023 / Video
Tom Morgan appears with VettaFi finiancial futurist Dave Nadig, Resolve Asset’s Adam Butler and options trader Kris Abdelmessih to discuss big-picture trends around AI and competitive...
Apr 29 2023 / Article
What makes Warren and Charlie so different? [15 minute read]. Next week will see the annual migration of the world’s nerdiest herd of wildebeest across the plains of Omaha to the Berkshire Annual Shareholders meeting. There they hunch over the trough of...
Apr 24 2023 / Article
Our survival may depend on it. [7 minute read]. “The Sorcerer’s Apprentice” is a Goethe poem made famous by Disney’s “Fantasia”. It tells the story of a young boy who, after being left alone with his master’s magic,...
Apr 10 2023 / Article
“Taste Matters” Peter Teneriello, Director There’s a concept in filmmaking called auteur theory: that moviegoers should recognize the director’s touch onscreen. In fact, the best movies should be inseparable from their directors—no one else could...
Apr 10 2023 / Article
A defining question for the next decade. [8 minute read] One of the most helpful framings to understand markets and politics in the Western world has come via N.S. Lyons’ distinction between “Physicals” and “Virtuals.” The virtuals tend to be...
Apr 3 2023 / Article
Why I do what I do. [10 minute read]. The pause in my writing as my new firm Sapient Capital went independent has given me some valuable time to think about what I’ve been trying to accomplish over the last few years. Why do I write what I do for...
Mar 18 2023 / Article
I promised I wouldn’t do it, but these are unusual times…. [7 minute read] The former principals of The KCP Group have formed Sapient Capital! This new Substack is titled “What’s Important?” Sapient’s motto is “we know what’s...
