The Big Cycle: Reaching the Top

2026-01-23

We need to talk about money — what it is, how it works, and what its value is.

When it comes to gold, some people view it as a commodity to speculate on. But it’s so much more than that. It’s the second largest reserve currency in the world. And it’s an important hedge against risks to fiat currencies.

2026-01-08

So much of our current political and economic climate can be explained by debt cycles— and how those cycles build on each other over time.

I explain why in my new book, How Countries Go Broke.

But if you’d like more context on how all of these pieces come together, I recommend you watch my 30-minute explainer “How the Economic Machine Works” on YouTube.

You can watch the full video here:
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#principles #howcountriesgobroke #economics #debt

2026-01-07

What has always mattered most to me is getting as close to the truth as possible. You can’t make good decisions without good facts, and you can’t get good facts without being radically open-minded and willing to look at reality as it really is—not as you wish it to be.

In this conversation, I talk about why grounding your thinking in evidence, clear principles, and honest reflection is the foundation for meaningful work and meaningful relationships. When you let the facts speak louder than your ego, you make better choices, build better teams, and create better outcomes.

The world is constantly changing. The only way to keep up is to learn, evolve, and stay anchored in truth. That’s been my approach for decades—and it’s more important now than ever. @BloombergPodcasts

2025-11-21

The most important thing is that you have the life that you want to have. So, how you define success is important. There isn’t one path that’s right for everyone.

I was lucky in the sense that I fell in love with markets and playing the investment the game, which is what I’ve done for 50 years.

I recommend that people think about their own nature and what game they’d love to spend years playing. It’s okay to explore different paths—not everyone knows right away. Think of your journey as a process of discovery.

If you’re interested, you can find my full conversation with Bloomberg here. We discussed life, debt, global crisis, and the importance of investing in our oceans: