Unqualified Advice
Sean Filipow and Daniel Hatke
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Fourth Turnings Are Hard (to Predict)
Hello dear listener, This episode was originally recorded in June but it's release was delayed by, we'll say, a bit of weather. Sadly, I need both internet and power to make the publishing magic happen. Dan and I appreciate your patience. Anyway, onto the show notes! Hearts, Sean Recommendations Dan recommends Factfulness by Hans Rolling, saying "if you want to feel good about the world that we live in and the time that you live in, backed by data, read the book." Sean plans to check it out. Sean picked up Red Notice by Bill Browder based upon Dan's recommendation. Other than some boring details on company valuations in the post-Soviet era, it is a gripping story of evolution of the Russian society and a deep look into the problems lurking within its government. We referenced The Fourth Turning is Here, again. We heartily recommend this book and are currently working through it's predecessor The Fourth Turning. Expect a very special episode about this book, sometime before the first Tuesday in November. Updates We asked "will Keith Gill (a.k.a. Roaring Kitty) get sued?" We said yes. The answer is yes. We missed what he's done with $CHWY. Elon got paid! Interest rate futures markets, the unreliable beasts they are, have moved to predicting two cuts in 2024.
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