Kris Abdelmessih wrote this for experienced options traders who are looking for a new job, but it's really for ANY senior person looking for a new job OR for any firm looking to make a senior hire in any role. If you're not thinking about adverse selection in all of its myriad forms, you're doing it wrong.

The conversation moved from commodities to goods to services to experiences. But what comes next? Joe Pine has spent decades mapping the progression of economic value. Shannon Staton has intuited building it. When they finally meet, they discover they're both after the same thing: how to design transformations.

This episode explores the career, mindset, and investing philosophy of Marc Rubinstein, tracing his journey from equity research in the 1990s through the Global Financial Crisis and into his current thinking on markets, optionality, and decision-making. Through personal stories and market insights, the conversation examines how experience, temperament, and historical awareness shape long-term success in investing and life.

Three years ago, private credit was boutique. Today it's $1.8 trillion woven into pension funds, insurance companies, and 401(k)s. When Grant Williams dove into the history of the industry up into the present moment of credit market stress, we realized his words tangibly describe what several of our Perscient Pro Storyboards are depicting. Expert analysis and market narrative tend to converge when something genuinely important is unfolding. We break both down here.