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The Portfolio Playlist's Substack

The Portfolio Playlist

My personal Substack

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Latest Issues

Track #1 Coming Back to Life

There's a particular kind of patience that doesn't look like patience at all. From the outside, it looks like stupidity. It looks like stubbornness dressed up in a quarterly earnings release. It looks like a man sitting at a window watching...

a month ago

Track #1 Golden Brown

I want to start with a scene from Snatch.

You know the film, Brad Pitt as a bare-knuckle boxing Irish Traveler, Vinnie Jones looking permanently furious, the whole thing edited like someone fed a Tarantino film through a blender. It’s loud...

3 months ago

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4 months ago

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  • The Portfolio Playlist

    Attention spans are short. Market takes are everywhere. Classic rock is eternal (so I've been told). The Portfolio Playlist newsletter sits at the intersection of all three, for better or for worse.

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