Betting on Things That Never Change…And A Smile

Yesterday I drove up to Dana Point to attend The Ritholtz investing conference.

It is fun to see my friends doing well. Here I am with the gang.

I caught up with Morgan Housel who is consistently the best financial strategy writer and thinker in my network. I told him he was way too hot and said I was gunning to bring him down a notch. He laughed it off, but during a panel he fell right into my trap

In true Morgan style he wrote this piece today which is just awesome titled ‘Betting on Things That Never Change‘. Read it and than remind yourself to read it every month. It will make you money.

I also had the great pleasure of meeting Ben Hunt. Ben started the most excellent ‘Epsilon Theory‘ blog. I have learned so much about investing from his essays. In person, he is even more awesome. We spent and hour talking about investing. I was very proud that I did not make one ‘Mike Hunt’ joke. I set the bar very low for myself in situations like this.

Today, Max and I got up at 4 am to drive the 7 hours from San Diego to Tuscon for Max’s University of Arizona orientation.

I am spent.

As for a smile…this ‘Carpool and Karaoke’ episode with Paul McCartney was 20 minutes of joy.