Random Walk
Moses Sternstein"A multidisciplinary cast of mind . . . with a yen for synthesis." - Charlie Munger (about himself, not Random Walk)
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 755 | Founded | 5 years ago | Last Issue | 10 days ago |
| Active | |||||
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therandomwalk.coLatest Issues
Have Your Burrito And Eating It Too
The inflation discourse gets dumber, but there's an deeper insight
the truth about burrito prices
Warsh Doesn’t Want to Be God King, But The Street Still Clamors For Signs and Omens
Thoughts on the new Fed Chair's first kerfuffle
the Fed God King sets aside his crown, and the acolytes are displeased
Open For Open Weight Business
The Open v. Closed "Debate" Is About Something Else
Open v. Closed, a series of strawmen
An Epic Inversion
5 Idea Friday: unknowable future (even when you know it); American exceptionalism; healthcare fraud strikes again; Kimi-Kimi-Kimi; Slok goes Random Walk
5 Idea Friday
K-Shape *Poof*
Banks report, lower-income households on a tear, and (maybe) the Wealth Effect is realish
banks can confirm the Almighty Consumer is A-OK
Audience Metrics
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Going LONG curiosity. 10+ years working with private and public market investors (and everything in between). Builder of fintech. Builder of proptech, Ex-Big Law.
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