New Podcast: Reflecting on Returns, Cash Drag & Wise’s Voting Control

Andrew Letendre and I are back!

We're back! After a two-month break, Andrew Letendre and I sat down for another wide-ranging chat – and it felt great to hit record again.

In this episode, we talk about what it's been like starting a paid blog, including what I love about the process and the time demands. We also touch on the importance of celebrating financial milestones with your finance buddies (and why your romantic partner usually couldn't care less), and dig into a recent Reuters report that criticzed Wise’s founder voting control and how the founder of Boston Beer calls this exact corporate governance structure “the purest form of corporate democracy.”

From there, we reflect on year-to-date investing performance, the idea of cash drag, and why performance-sharing online can feel like a lose-lose game. We close with a few stock notes: any names that are high on our watchlist?, thoughts on Apple’s underwhelming yearly event, Lululemon’s stock, and the unexpected Google–OpenAI partnership.

Hope you enjoy the episode as much as we did recording it.

(should be available on Apple Podcasts too soon)