Adam and Sean begin by remembering the legendary Harry Markowitz and his contributions to the investment world. The pair then reflect on a solid first half of 2023 before discussing what we may expect in the back half of the year. They finish up with the implications of a Musk-Zuck cage fight and “Uncorrelated” stories about a 21-year old’s 600 mile commute and how Pickleball may drive surprisingly high hospital bills.
