Archive for 2023/04


Lowell George-1-This Week On SiriusXM

Tune in Saturday April 15th to Faction Talk, channel 103, at 4 PM East, 1 PM West. If you miss the episode, you can hear it on demand on the SiriusXM app. Search: Lefsetz

Scarcity

“When you assemble artisans and create scarcity that results in a supply/demand imbalance, you generate a cash volcano that you can cap the same way you do an oil well — and turn on/off as needed. Businesses are either supply-constrained (e.g., rare earth minerals, 1945 Château Mouton wine, etc.) or demand-constrained (pretty much everything else). […]

Birnam Wood

https://amzn.to/3L0ZXSt Now that’s a book. Expect to see it on the ten best lists at the end of the year. “Birnam Wood” is no “Maame.” “Birnam Wood” is literary fiction. As in the concepts supersede the plot, big ideas are wrestled with and… I don’t think anybody can really come up with a clear definition […]

Holly Knight-This Week’s Podcast

Holly Knight started out as the pianist in the band Spider (alongside drummer Anton Fig), which was managed by Bill Aucoin. Holly even played on KISS’s “Unmasked” (uncredited, of course). After Spider made an album for Dreamland Records, Mike Chapman convinced Holly to move to Los Angeles to be a songwriter. The two of them […]