Josh on Narro
1,433 episodes - English - Latest episode: over 1 year ago - ★★ - 2 ratingsJosh Beckman uses Narro to create a podcast of articles transcribed to audio. Read more at https://www.andjosh.com.
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Episodes
Ark Head
September 29, 2022 21:41 - 10 minutes - 605 BytesThis week is probably the closest we've ever gotten in my lifetime to the brink of nuclear-powered World War 3, yet people seem strangely indifferent ... https://www.ribbonfarm.com/2022/09/29/ark-head/ shared this meme a reply a thread about the deep recession in the insight economy
Tangle Logic
September 22, 2022 12:41 - 20 minutes - 1.19 KBThe word tangle is generally used pejoratively in the English language, as in Walter Scott's line, Oh what a tangled web we weave, when first we pract... https://www.ribbonfarm.com/2022/09/22/tangle-logic/ a great thread my twitter prompt Breaking Smart Chola temple at Thanjavur mutualism
What I've Learned from Users
September 20, 2022 15:10 - 12 minutes - 753 BytesSeptember 2022I recently told applicants to Y Combinator that the best advice I could give for getting in, per word, was Explain what you've learned f... http://paulgraham.com/users.html 1 2 3 counterintuitive 4 5 hacking the test Airbnbs
September 2022 Blog Update
September 09, 2022 03:40 - 1 minute - 94 BytesI haven't been in a creative blogging mood for a month, thanks to oven-like conditions in Los Angeles these past few weeks, and of course the general ... https://www.ribbonfarm.com/2022/09/08/september-2022-blog-update/ Armpit Ribbonfarm Studio
Fred again.. | Boiler Room: London - YouTube
August 26, 2022 21:02 - 1 hour - 4.2 KBGet the tracklist here: https://blrrm.tv/3zQvnoV The wait is over. UK super-producer Fred again.. makes his Boiler Room debut in London. Fred joins us at The Warehouse Project's Repercussion in Manchester this September, tickets at https://repercussion.uk.com/. ► Listen to Boiler Room’s archive on Apple Music: https://apple.co/BoilerRoom ► Shop Boiler Room clothing: https://blrrm.tv/shop ► Subscribe to Boiler Room: https://blrrm.tv/YT https://m.youtube.com/watch?v=c0-hvjV2A5Y
Narrative Slipstream Effects
August 10, 2022 23:41 - 22 minutes - 1.3 KBDrafting is a behavior in bird-flock-like systems where one agent rides the slipstream of another in a way that delivers a collectivizable benefit, us... https://www.ribbonfarm.com/2022/08/10/narrative-slipstream-effects/ Hofstede’s cultural dimensions model turnpike theory Pierre Kabamba wtf happened in 1971 antiflock divergences
A Dreaming World
August 04, 2022 21:41 - 14 minutes - 847 BytesI haven't written a truly interesting general trend piece since approximately 2017, when I wrote Premium Mediocre. I don't count Internet of Beefs (20... https://www.ribbonfarm.com/2022/08/04/a-dreaming-world/ Premium Mediocre Internet of Beefs Superhistory, not Superintelligence Clockless Clock, my serialized book-in-progress going brrr goblin mode vibes Future Tables how to construct a viable psychohistory The Plot Economy Leaking into the Future
Tubeworld
July 29, 2022 00:41 - 16 minutes - 996 BytesThis week, my inventory of scavenged cardboard tubes increased from 9 to 36, grew 6x in total length (from 13′ to 84′), and 23x in total volume (0.36 ... https://www.ribbonfarm.com/2022/07/28/tubeworld/ The Line arcology Ozymandias project asked Twitter for ideas Twitter had no suggestions that truly spoke to me Twitter didn’t have particularly great ideas to offer. didgeridoos artwork based on cardboard tubing cardboard tube furniture wrote a while back Frontierland arcology I ...
Storytelling — Tellability
July 14, 2022 01:41 - 24 minutes - 1.46 KBThis entry is part 8 of 8 in the series Narrativium I've been reviewing my own experiments with fiction (the stand-alone ones are on a separate fictio... https://www.ribbonfarm.com/2022/07/13/storytelling-tellability/ fiction blogchain (nonfiction) writing course storyworthy Orson Scott Card’s MICE framework Archetypes for Writers escapement my post on pendulum clockmaking The Map On Exactitude in Science Non-Contact The Retiree The Heirloom Lounge
Virtue Degeneracy
July 08, 2022 04:41 - 4 minutes - 288 BytesLast summer, in a burst of enthusiasm for pious, healthy living, I got into the habit of making and consuming this rather elaborate salad, using only ... https://www.ribbonfarm.com/2022/07/07/virtue-degeneracy/ the recipe and my prep routine goblin-mode
What is a Life?
June 25, 2022 00:41 - 32 minutes - 1.89 KBIt's an odd question, but what is a life? A good scoping definition to start with is: life is the objectively observable and subjectively experienceab... https://www.ribbonfarm.com/2022/06/23/what-is-a-life/ Bright Lights, Big City A Distant Mirror play games with notions of memory and time
What is a Life?
June 24, 2022 03:42 - 34 minutes - 2 KBIt's an odd question, but what is a life? A good scoping definition to start with is: life is the objectively observable and subjectively experienceab... https://www.ribbonfarm.com/2022/06/23/what-is-a-life/ Bright Lights, Big City A Distant Mirror play games with notions of memory and time
Mediocre Metamodernism
June 03, 2022 17:41 - 19 minutes - 1.17 KBThis entry is part 7 of 7 in the series Narrativium As I continue my own experiments with fiction, I have been thinking lazily about metamodernism. By... https://www.ribbonfarm.com/2022/06/02/storytelling-mediocre-metamodernism/ Home Studio For New Readers Now Reading About Books ribbonfarm E. Unibas Pluram this interesting essay by Jonathan Rowson threadthulhu Kamil Galeev Sarah Taber a tweet I saw recently mediocrity on Twitter Annual Roundups Book Notes Captain's Log Cl...
Mediocre Metamodernism
June 03, 2022 02:41 - 21 minutes - 1.24 KBThis entry is part 7 of 7 in the series Narrativium As I continue my own experiments with fiction, I have been thinking lazily about metamodernism. By... https://www.ribbonfarm.com/2022/06/02/storytelling-mediocre-metamodernism/ Home Studio For New Readers Now Reading About Books ribbonfarm E. Unibas Pluram this interesting essay by Jonathan Rowson threadthulhu Kamil Galeev Sarah Taber mediocrity on Twitter Annual Roundups Book Notes Captain's Log Clockmaking Domestic Cozy...
Infirmity
May 27, 2022 05:41 - 8 minutes - 480 BytesMy 18-year old cat (around 80-100 in human years) is teaching me about infirmity and providing a sneak preview of my own future. He can no longer run ... https://www.ribbonfarm.com/2022/05/26/infirmity/ one-horse shay in Oliver Wendell Holmes’ poem living national treasures
Crisis Mindsets
May 19, 2022 04:41 - 10 minutes - 623 BytesI'm writing this post in stolen moments of calm in what's turning out to be one of those rough, stormy simmering-crisis weeks. A major pet emergency i... https://www.ribbonfarm.com/2022/05/18/crisis-mindsets/
The Map
May 06, 2022 03:41 - 13 minutes - 783 BytesThis entry is part 8 of 8 in the series Fiction It was the most sublime map ever made; superbly detailed and wonderfully dynamic. They said a trillion... https://www.ribbonfarm.com/2022/05/05/the-map/
Elderblog Sutra
April 29, 2022 09:38 - 18 minutes - 1.06 KBThe last time I added to this blogchain in March 2021, it felt like the writing was on the wall as far as traditional blogging was concerned, thanks t... https://www.ribbonfarm.com/2022/04/28/elderblog-sutra-13/ in March 2021 text renaissance the Web3 turn from public space royal court presided over by Elon Musk run-your-own-social tilde club cozyweb Yak Collective L. M. Sacassas Robin Sloan Cloud Mouse, Metro Mouse too big to nail lore theme parks, not amusement parks tweete...
Bicycle Day vol 5
April 23, 2022 16:41 - 1 hour - 4.33 KBproud to present the 5th volume in my annual bicycle day mix series. enjoy your trip 🙃 tracklist: Lattice - Minnesota Notice Me - ESCPE Technologic (BRLLNT Remix) - Daft Punk Messy - amacualate Can’t Touch This - Bia Deep State - Shanghai Doom Genesis (kLL sMTH remix) - Justice Warning Signs - helloworld Everyday - G-Rex, Ravva Candy Paint - flozone Pasta Pasta - Mr. Bill, The Widdler Puce - Portal Bestiz - Knota Braindead - Pierce Commin’ Back - PEEKABOO Clarion - Gallium Desert Diamond ...
The Ribbonfarm Lab
April 22, 2022 02:41 - 25 minutes - 1.5 KBAs I've mentioned in passing a few times, through the pandemic, I've been been spending a lot of time getting back into hands-on engineering, after ne... https://www.ribbonfarm.com/2022/04/21/the-ribbonfarm-lab/ a long twitter thread Yak Rover join the Yak Collective Reality has a surprising amount of detail clockmaking posts Thing Knowledge second The Realist Stack
Email Fwd: Money Stuff: Will Elon Musk Buy More Twitter?
April 12, 2022 20:26 - 24 minutes - 1.45 KBProgramming note: Money Stuff will be off the rest of the week for a little spring break, back next Monday, April 18. Is Elon Musk going to take over ... Liana Baker and Scott Deveau sold about $16 billion of Tesla Inc. stock stock option exercises not all of it friend’s mansion disdains possessions pretend takeover of Tesla his stake pretend equity financing from the Saudis aren’t supposed to lend cash flow from operations already pledged has rules own that much stock has...
Email Fwd: Money Stuff: Elon Musk’s Work on Twitter’s Board Is Done
April 11, 2022 18:22 - 24 minutes - 1.41 KBLast Monday Elon Musk announced that he had bought about 9% of Twitter Inc.'s stock. I wrote:Look this all makes complete sense, obvious, intuitive, s... I wrote Agrawal announced announced that he wouldn’t amended Schedule 13D filing came with a standstill tweeted a poll tweeted another poll a collection of those policies securities filings Corporate Governance Guidelines good luck with that one writes Ben Thompson corporate finance mount activist campaign it might t...
Email Fwd: Money Stuff: Distressed-Debt Deal Makes People Mad
April 07, 2022 18:43 - 25 minutes - 1.48 KBProgramming note: Money Stuff will be off tomorrow, back on Monday. Unless Elon Musk does something weird I guess. Here's a schematic description of h... ghastly distressed-debt deal the Petition newsletter describes the mechanics how Incora described the deal Schedule 13G I wrote Musk tweeted theme this week saved himself about $140 million that seems like a tough one here is the New York Times you are unemployable when you leave story about Toucan as well as you’d exp...
Email Fwd: Money Stuff: Elon Musk Is Active Now
April 06, 2022 19:09 - 28 minutes - 1.65 KBOn Monday morning Elon Musk filed a Schedule 13G disclosing that he owned 9.2% of Twitter Inc., which was a fun surprise. Part of the fun was that a 1... filed a Schedule 13G a fun surprise filed a Schedule 13D tweeted a poll joining its board of directors tweeting polls talking to Twitter for weeks file an HSR notification 13G 13D standstill agreement standstill agreement get in trouble famously did one got in trouble enforcement action the SEC alleges Anyway Near...
Email Fwd: Money Stuff: Elon Musk Got a Twitter Board Seat
April 05, 2022 21:37 - 25 minutes - 1.47 KBShould Twitter have an edit button, letting you edit tweets after you post them? The answer to this question is obviously "no,"[1] but for some reason... conducting a poll about it tweeted I suggested Twitter announced creates a healthy tension signed a standstill agreement to Stalin Cathie Wood said he tweeted today if you have some basically polite chats with the CEO Schedule 13D requires Schedule 13G does not Musk’s 13G 13G rules the most intuitive reading here is a CNB...
Email Fwd: Money Stuff: Elon Musk Bought Some Twitter
April 04, 2022 19:38 - 18 minutes - 1.1 KBProgramming note: Money Stuff was supposed to be off today but, Elon. So here we are. Look this all makes complete sense, obvious, intuitive, simple s... and disclosed it on Schedule 13G only if asking his followers knows better than to argue he doesn’t care Elon Markets Hypothesis talked about it before stakeholder capitalism shareholder activism ESG purposes McDonald’s Corp. Kroger Co. idiosyncratic personal reasons fundamentally undermines democracy of Berghain ico...
Email Fwd: Money Stuff: The SEC Is Coming for SPACs
March 31, 2022 17:40 - 30 minutes - 1.77 KBProgramming note: Money Stuff will be off tomorrow and Monday, back on Tuesday. People have two main objections to special purpose acquisition compani... safe harbor for forward-looking statements proposed new rules safe harbor says that not free from doubt some evidence not very good the usual disclosure-y stuff pitch their services to the company talked times its own intellectual property taking Arm China public Financial Times reports talked about The other day many b...
Fermi Estimates and Dyson Designs
March 30, 2022 21:40 - 11 minutes - 705 BytesA Fermi estimate is a quick-and-dirty solution to an arbitrary scientific or engineering analysis problem. Fermi estimation uses widely known numbers,... https://www.ribbonfarm.com/2022/03/30/fermi-estimates-and-dyson-designs/ Trinity test in 1945, Project Orion The Starship and the Canoe delta-vee Dyson sphere Dyson tree Fermi Gym The Art of Insight in Science and Engineering
Email Fwd: Money Stuff: Robinhood Will Stay Open Late
March 30, 2022 17:43 - 23 minutes - 1.36 KBHistorically there were people whose job it was to trade stocks, and they showed up at the New York Stock Exchange building each weekday from 9:30 to ... exchanges extended hours You’d have more free time is increasingly concentrated financial wellness educators now, also blog post it says here the ad exchange-traded funds TD Ameritrade E*Trade Fidelity Charles Schwab Interactive Brokers the way that Robinhood trading works anyway handful of big market makers Regulation ...
Email Fwd: Money Stuff: Stock Splits Are Good Now
March 29, 2022 22:00 - 24 minutes - 1.45 KBThe conventional thing to say is that a stock split doesn't change anything important about a company or its stock. You have a share of stock that tra... endorsed from Bloomberg News today weird market-structure reasons wants to sell you fractional shares The theory here some debate how much at least as far back as early 2020 Appealing to retail investors the meme-stock era tradition free popcorn build a corporate finance strategy around memes convertible bonds a sec...
Email Fwd: Money Stuff: Barclays Sold Too Many Notes
March 28, 2022 19:25 - 30 minutes - 1.8 KBIf you are a high-powered trader at a big investment bank, two things that might happen are: You might make $600 million for your bank this year, or Y... quickly another big job Except one 2019 shelf registration statement Nobody does investigate what happened Bloomberg News notes 2019 shelf registration statement the SEC’s web page Callable Contingent Coupon Notes you are out of shares but in fact 2 billion authorized shares did a 5-for-1 split time traveled here from 2006...
Email Fwd: Money Stuff: The SEC Wants to Stop Activism
March 25, 2022 22:17 - 34 minutes - 2.02 KBProgramming note: Money Stuff will be off tomorrow, back on Monday. The way activist investing works in the US is generally that an activist investor ... often discuss around here informally called ESG activists proxy fights stated reason for getting rid of activism in his words pushing it the proposal Gensler proposal to require public disclosure of swaps positions proposed a new rule talked about it at the time were quite aware already has rules comment letter another...
Email Fwd: Money Stuff: GameStop Hired Some Consultants
March 23, 2022 19:24 - 30 minutes - 1.76 KBWouldn't it be amazing to learn that GameStop Corp.'s whole turnaround plan - the plan that turned it from an $18.84 stock at the end of 2020 to a $32... new high-powered executives ugh non-fungible tokens did some other stuff for GameStop that didn’t work the complaint went from RoaringKitty it did not everything is fine I wrote U.S. sanctions the authorities said yes aircraft leases Christopher Jasper at Bloomberg News bond defaults caused by sanctions is the payin...
Email Fwd: Money Stuff: The SEC Will Regulate Climate
March 22, 2022 22:39 - 33 minutes - 1.98 KBSecurities and Environment Commission Yesterday the US Securities and Exchange Commission proposed a new set of rules requiring public companies to ma... proposed a new set of rules the 510-page proposal Michael Bloomberg Bloomberg News the Wall Street Journal Five Key Takeaways summary fact sheet rather limited swaps disclosure rules the 13D rules talked little bit proxy advisers Everything is securities fraud dissenting statement talked yesterday sometimes say...
Email Fwd: Money Stuff: Everyone Wants to Do ESG Now
March 21, 2022 18:22 - 26 minutes - 1.57 KBWe talked a few weeks ago about the documentary-filmmaker son of a financial-services billionaire who hated working in financial services and loves al... I wrote British-monarchy heirs Financial Times article most complicated way Bloomberg News story I proposed increased the limit to 15% cancel some more trades Bloomberg News another Bloomberg News story roughly 1% found ways to avoid it lawsuit against the Vanguard Group Bloomberg News the SEBI order Wild Moves Energy...
Email Fwd: Money Stuff: Nickel Can’t Find a Price
March 20, 2022 15:12 - 29 minutes - 1.72 KBProgramming note: Money Stuff will be off tomorrow, back on Monday. Here is a silly but not entirely inaccurate description of the nickel market right... climbed above $100,000 per ton said that the market had started to unravel surveyed 16 analysts and traders then announced here’s what actually happened discussed yesterday stated rationale did that last week sympathetic to the critics For instance here’s gas and power loves to punt Javier Blas one lesson of 2008 sinc...
Email Fwd: Money Stuff: Nickel Is Back in Business
March 16, 2022 20:13 - 24 minutes - 1.41 KBThe London Metal Exchange market for nickel futures broke last Tuesday: Nickel prices shot up due to margin calls and forced buying by some big short ... here here announced said the head of the LME did agree to do that a Bloomberg News story oops oops fixed now generate an “Official Price” U.S. dollar accounts are frozen the dollars are frozen and might not go to bondholders Fitch Ratings has said not that much its bondholders can do about it did not get to investors ...
Email Fwd: Money Stuff: AMC Bought a Gold Mine
March 15, 2022 23:32 - 35 minutes - 2.07 KBWe haven't checked in with AMC Entertainment Holdings Inc. recently; let's see what they're up to:LEAWOOD, Kan.--(BUSINESS WIRE)-- AMC Theatres (NYSE:... what they’re up to wore pants on a Zoom interview here is Aron on Twitter The answer is zero sold $31.7 million corporate history of Hycroft it estimated and filed a prospectus wrote last year Tesla’s preferred way to sell stock in hindsight correct it did an ATM attracting attention do ATM offerings in the sense that W...
Email Fwd: Money Stuff: Soccer Tickets Are Sanctioned
March 10, 2022 18:41 - 27 minutes - 1.58 KBProgramming note: Money Stuff will be off tomorrow, back on Monday. Most people, in their daily lives, do not run too much risk of trading with people... check in with your lawyer first general license a summary sanctioning notice in 2003 says OFSI ensuring compliance the actual result will be would not be allowed to benefit talked on Tuesday Class 1 nickel contract specifies an LME warehouse got short squeezed And the liquidity problem is fixed-ish it is illegal in the U...
Email Fwd: ESG Goes to War
March 10, 2022 07:23 - 20 minutes - 1.22 KB"'It's the first European war in the ESG age,' says Steven Fox, chief executive of the strategic intelligence group Veracity Worldwide" to the Financi... to the Financial Times patriotic pressure to increase drilling environmental pressure to reduce drilling talked last week not entirely ESG Seems like a big risk can get it grounded Anyway did a ton of crimes talked before now here’s this pretty egregious acquit on principle Goldman Sachs Group Inc. partner a TikTok da...
Email Fwd: Money Stuff: Nickel Is Canceled
March 09, 2022 00:05 - 26 minutes - 1.53 KBIn the stock market, short sellers are often people who are betting against the price of a stock. They hope the stock will go down. If it goes up, the... very bad for them right now which happened which also happened the LME today this was not your week now contains all about maximizing cash flows limit production for ESG reasons that is also a rough model but stakeholder capitalism talked times How Oil Giants’ Bets on Russia, Years in the Making, Crumbled in Days it said ...
Email Fwd: Money Stuff: Leaving Russia for Morals or Money
March 08, 2022 07:30 - 30 minutes - 1.8 KBIf you are an international company or investor, why might you stop investing or doing business in Russia? There are two basic reasons: Moral reasons:... talk about it lot the big ESG issue wrote last year Office of Foreign Assets Control last week Yesterday has the corollary have noticed And talked last week proposed here’s this involve an auction discussed last week This is bizarre this though discussed here worked out well for you here’s a claim basic...
Email Fwd: Money Stuff: Uninvestable Markets Are Hard to Trade
March 03, 2022 19:26 - 28 minutes - 1.67 KBProgramming note: Money Stuff will be off tomorrow, back on Monday. Sometimes a financial asset trades for $100 one day and $5 the next. If you own it... don’t know lost 95% to 99% of their value getting margin calls you can’t a weird technical point another 99% sanction on Russia sort of happened this post from payments expert Patrick McKenzie continuing to make payments the market suggests then, uh It doesn’t matter And good Twitter thread Credit Suisse Group AG’s oligarch...
Email Fwd: Money Stuff: Russia’s Finances Are Closing Up
March 03, 2022 09:18 - 25 minutes - 1.49 KBA week ago Russia was a more or less well-integrated part of the global financial system. Shares of Russian companies traded in Europe and the US, Rus... complicated and uncertain we talked yesterday Exxon is doing that with its JV can’t get paid not closing entirely Argentina’s 2014 debt default some nautical seizure claims about the current crisis wrote about on Monday Bloomberg “Odd Lots” podcast with Zoltan Poszar Rana Foroohar arguing Alan Cole arguing that it is unlikel...
Email Fwd: Money Stuff: Nobody Wants Russian Assets
March 01, 2022 19:09 - 28 minutes - 1.68 KBA common problem in environmental, social and governance investing is that if you own stock in a coal company, and you care about ESG, so you sell tha... problem Bloomberg News article from the Financial Times it is bad for Russia the FT service their debts Ukrainian war bonds slim possibility dislike the opposite things not particularly ESG this week you are very ESG information asymmetry two days after selling pre-disclose their stock sales what actually went on here ...
Email Fwd: Money Stuff: Russia’s Money Is Gone
February 28, 2022 18:59 - 22 minutes - 1.34 KBOne great theme of the post-2008 financial world is that money is a social construct, a way to keep track of what society thinks you deserve in terms ... not always true in practice $630 billion of foreign currency reserves Switzerland Singapore announced sanctions drastic U.S. EU any transactions foreign reserves can’t sell those securities or access those deposits Adam Tooze writes more specific complaints ways around SWIFT quoted J.W. Mason on money as a social score...
Divergentism
February 23, 2022 22:41 - 5 minutes - 354 BytesDivergentism is the idea that people are able to hear each other less as they age, and that information ubiquity paradoxically accelerates this process, so that technologically advancing societies … https://www.ribbonfarm.com/2022/02/23/divergentism/ Can You Hear Me Now? from packs to nations spooky entanglements
Email Fwd: Money Stuff: Buy the Coal Plant to Stop It
February 23, 2022 19:19 - 27 minutes - 1.58 KBProgramming note: Money Stuff will be off the rest of the week, back on Monday. We talked yesterday about Carl Icahn's plans to mount a proxy fight at... talked yesterday worked at the Humane Society proxy fight at Exxon Mobil Corp. last year thermal coal miner gun manufacturer but it’s fascinating then where will you be loot Malaysia’s 1MDB development fund used compliance as an excuse slide deck New York Post eFinancialCareers New York Post headline Goldman Sachs comp ch...
Email Fwd: Money Stuff: Bored Apes Go to Court
February 22, 2022 22:04 - 25 minutes - 1.5 KBHere is a lawsuit in which a guy (the plaintiff, Timothy McKimmy) is suing a non-fungible token exchange (the defendant, OpenSea) for allegedly neglig... a lawsuit can decide who owns an NFT stealing of NFTs inflation trading at big banks talked last year talked last year There was an explanation here’s this apparently owns I mean fine, fair wrote some imaginary dialogue your “500,000 cars” tweet legal realism apparently tried often say an article definitely a scam SOF...
Email Fwd: Money Stuff: Bribery Won’t Make You a Hero
February 17, 2022 18:29 - 28 minutes - 1.64 KBProgramming note: Money Stuff will be off tomorrow and Monday, back on Tuesday. If you work in sales in an out-of-the-way geography in a large multina... handed over directly to Malaysian politicians and fund insiders paying billions explained why he did it possibly you should just get a different job kind of a weird Wall Street Journal story defense of activist short selling more or less did I suggested withdrew its registration talked about withdrew its registration SPAC ...