Incremental Insights #25
A weekly collection of the best investment-related content I found.
The Hawk Tuah Memecoin Rug Pull Is The Apotheosis Of Bag Culture
The meteoric rise and crypto crash of Hawk Tuah girl shows everything wrong with modern viral fame
From street interview to crypto scheme in months - how Haliey Welch's story perfectly captures 2024's "get the bag" culture and its darker side.
The Loser's Game
Want to chase 100x returns in crypto? Think again.
Only 1.7% of major cryptocurrencies achieved this feat over 10 years, and 62% died completely. Success in investing isn't about finding unicorns—it's about avoiding catastrophic losses.
What Investors Get Wrong: Chris Mayer on Dividends, Noise, and the Power of Reinvestment
"High returns mean nothing without reinvestment. Most investors focus on the wrong things - like Fed decisions and quarterly noise. The real secret? Finding great businesses and having the patience to hold them for 20+ years."
Key insights from an interview with Chris Mayer, author of 100 Baggers.
Goldman's Hatzius and Kostin on Markets and Macro in 2025 (Podcast)
Jan Hatzius and David Kostin of Goldman Sachs, discussing their perspectives on macroeconomic conditions and market trends anticipated for 2025, including inflation trajectories, central bank policy, and sector-specific market dynamics.