Nov 22 2023 /
Thanksgiving Quiz 2023
The 19th Annual...
Insights
Nov 10 2023 / Article
The Tyrant and the King
The story of how kind men will save...
Nov 3 2023 / Article
Sapient Capital: Year-End Checklist
Some items to be aware of. As we approach year-end, we wanted to provide you with some reminders to help you navigate your financial planning, optimize your tax strategies, and make informed decisions. Here are a couple of items that you might want to wrap up...
Nov 1 2023 / Article
ANSWERS Thanksgiving Quiz 2023
The 19th Annual...
Oct 28 2023 /
What Have You Learned?
A weird idea with surprisingly practical applications [9 minute read/8 minute listen here] “In business or out of it, there’s nothing unusual or shameful about making a mistake. Once. But to stumble twice against the same stone is a proverbial...
Oct 25 2023 /
The Attack on Israel:
A Statement From Sapient...
Oct 24 2023 / Article
A Delicate Balance: Market Views From Tom Pence
Where we stand, and where we think we’re headed. [17 minute read/16 minute listen, you can listen to the audio here] With the market seemingly obsessed with trying to decipher every word uttered by the Federal Reserve, we think it makes more sense to...
Oct 22 2023 / Article
A Transformation Guide. Interview with Devin Martin
Insights from an elite coach in an essential...
Oct 14 2023 / Article
The Bridge Back to Magic
Six transformational insights [12 minute read/ 8 minute listen here] Knowledge leads to power. Knowledge is learning how the world really works, power comes from having the courage to live in alignment with that knowledge. There’s a 100 foot chasm between...
Oct 11 2023 / Article
Investing Red Flags
A quick list of common warning...
Sep 28 2023 / Article
Forbidden Knowledge
Where the next meaningful fortunes could be...
Sep 20 2023 / Article
“I Don’t Know”
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
What Nobody Tells You
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
Six Rules for Financial News
How to generate a return on your reading...
Sep 1 2023 / Article
Four Questions to Find “The Force”
When sci-fi is more science than...
Aug 22 2023 /
How To Be Lucky
What we get wrong about getting what we...
Aug 22 2023 /
An Important Thing to Watch
A quick look at a key swing factor for the global...
Aug 12 2023 /
Going Overboard
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 /
Cash: Return of the King
Three timely thoughts on a timeless...
Jul 26 2023 /
Prophets, Revolutions and Superpowers.
Those who see the patterns, predict the...
Jul 25 2023 /
Strange World: Market Views From Tom Pence
Where we stand, and where we think we're...
Jul 20 2023 /
Introduction to Artifical Intelligence with Rohit Krishnan
A Sapient Expert...
Jul 13 2023 /
What Should I Do?
The secret to value...
Jul 6 2023 / Article
Five Revealing Pictures
#1 will amaze you! (But really it...
Jun 30 2023 / Article
The Mystery of Curiosity
Can a single idea change the...
Jun 27 2023 / Article
Seven Summer Gems
The year's best...
Jun 15 2023 / Article
What Matters In The End?
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
Hidden Forces
Astrology, Hypnosis and Solving the Stock...
May 30 2023 / Article
Wealth: Five Formulas and a Recipe
I asked my friends and readers for the best things they’ve read on how to get wealthy and stay...
May 26 2023 / Article
Looking Over The Edge
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
Something’s Gotta Give
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
Pull Yourself Together
Learning about success from a big...
May 9 2023 / Video
Sapient Video: PolyCrisis, Institutional Decay, and AI
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
Investing’s Big Blindspot.
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
What Needs to Happen Next
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
Sapient Capital Alternatives Market Update
“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
The End of Virtual Reality
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
What’s the Point?
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
Artificial Intelligence Made Me Write This
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...
