Compounding Wisdom E6: Amazon vs Walmart

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In this episode, Jared and I discuss:

• The health of the consumer

• The battle between Amazon and Walmart

• The huge divergence in stock prices

And, be sure to listen to the end when we share the Wisdom of the Week from Dan Ariely’s Payoff. A book about the role motivation plays in our lives, specifically how money and recognition motivates teammates at work.

P.S. bigger charts are coming in our next episode!

Keep learning. Keep growing. Keep going.

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Now here’s what I’ve been reading, listening, and watching:

• Inside The Life of Silicon Valley's First Athlete Investor | Magic Johnson by a16z

• AI Markets: Deep Dive with a16z's David George by a16z

• The Valuation Treadmill by James Park

• May Contain Lies by Adam Edmans

• Children’s Books (I have a 6-year old and a newborn): The Worm and the Caterpillar

  by Matthew J. Ball

Here’s what I’ve been writing:

• Energy Is Winning Today, But It’s Been a Loser for Decades

• One Data Point Doesn’t Tell the Whole Story

• AI Euphoria vs. Dot-Com Mania