The war in Ukraine will likely pour more gasoline on the already raging inflationary fire, threatening to send the global economy into stagflation. Stagflation is a slowdown of economic activity caused by inflation.

I am hosting an intimate gathering for friends, readers, and fellow value investors from 8–10:30 AM on Friday, April 29, 2022, at Lula B’s in Omaha. Stop by and enjoy some delicious breakfast. If you show up early enough, you might even get a free signed copy of my new book, Soul in the Game: The Art of a Meaningful Life.

I was interviewed on PBS Newshour about the insanity that is happening in the NFT market. I can sum up my thoughts in one sentence: NFTs, just like cryptocurrencies, are not just a technology of the future, but a speculative bubble induced by excess global liquidity in the present.

I sat down with the Value Perspective podcast to discuss my value investing approach. Much of the conversation ended up focusing on mental models and frameworks that I’ve found useful in analyzing businesses – and the market as a whole – as a value investor. You can read the transcript or listen to the original podcast interview below.