Good morning everyone.

I am in Calabasas, just north of LA for the day and heading out on a grueling 53 mile ride with my pals Mike Dean and Roy Rubin. More training for my rides coming up in the Alps.

Ellen and I had the joy of having my daughter Rachel home for a few weeks, but she just headed back to the upper east side of New York.

Rachel left me with the latest book she read ‘No One Asked For This‘ written by Larry David’s daughter Cazzie David. So far it is very funny.

On the podcast side I really laughed out loud a lot listening to Jeff Ross and Conan O’Brien.

I really enjoyed the series ‘The Bear’ on HULU. Brian Kopelman interviews Christopher Storer, the creatpor on his podcast The Moment.

My partner Charlie has a great post out titled ‘How To Think About Investing During A Recession’.

Here is a latest and very good conversation with Howard Marks on investing in today’s markets.

Have a great Sunday.