Risk of Ruin Podcast Newsletter
Risk of Ruin PodcastLatest episodes, and other adjacent thoughts.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 23 | Subscribers | Read | riskofruinpod.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Degen Nation: SGPs, Michael Lewis, iPhone Reselling, and More
Usually the term “degenerate” is reserved for gamblers who are completely off the deep end, chasing losses, with no regard for expected value (positive or negative). But ironically, once you start chasing EV, you will find yourself in situa...
The Crippling and Ever Present Effects of FOMO
Just when I thought I was out, they pull me back in. You can’t quit advantages, you can only take a vacation.
Get There Early, Adverse Selection, Don Johnson, and... Taleb
I once wrote about the contenders for the greatest gambling scene, and I offered the boardroom scene from Margin Call as my favorite. For this post I am going to start in an adjacent place.
Contrarians Everywhere, Contrarians Nowhere
Bill Brewster had the author of the Raging Bull newsletter on his podcast and they talked generally about small cap value ideas. You can listen to the full episode to get the actual names.
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