The Ledger, every show

“After about two months of this my vision started coming back, and nobody believed it, and thankfully, there was an empirical test that the ophthalmologist can do, That basically can show the progression of your blindness. It's not like, do you see, do you not …”

“Totino's has an ingredient label that's over 70 seven zero ingredients long. It doesn't even use real cheese. It actually says on the label imitation cheese. It has at least a dozen chemicals that are banned in other countries that are in the ingredient label.”

“It's a myth that only people with money can afford healthy food and the reason it's a myth is because we've looked at the data, and it's a choice. So what I mean by that is anyone who has a smartphone, right, and you have to separate people who are below the p…”

“95% of managers, the bulk of their returns are some form of beta.”

“I think the averages are doomed. I think even 80th percentile is doomed. I think you have to be in the 99th percentile at this point, whereas 20 years ago you could have been in the sixtieth percentile and you were pretty good.”

“And, you know, Kraft Heinz is the perfect example of this, is that there's been almost this three G mentality towards things that we put on and into humans. And that has been potentially for some period of time, good for shareholder value. It has been horrific…”

“If you take that class to an extreme, or that view of, like, everything's an option you start viewing everything in life with a cost-benefit analysis, including people, including pleasure, including you know, things that are less tangible but are the essence o…”

“I don't remember the exact number, but it's in the high nineties percent. Might be 99%, might be 97%. Of the US wheat crop that's not organic has traces of glyphosate, which is Monsanto's herbicide also called Roundup.”

“So in Europe, the glyphosate's banned, and the gluten levels are much lower, and the strains of wheat that they typically use Are typically a lot less inflammatory than the ones that they use over here.”

“Daily Harvest had a foodborne illness issue where a bunch of people had to have their organs removed.”

“And thankfully, there's a lot of populations out there that are still indigenous people, and they live the way that we lived 10,000 years ago, or even a thousand years ago. And they have none. And by the way, many of these indigenous peoples are in every conti…”

“And the gluten level in fossilized wheat and the gluten level in some of these ancient grains, versions of wheat is, is magnitudes less than the amount of gluten that we're consuming today.”

“When you are eating something that's inflammatory, that's not acute poison, but it's a slow poison where over 20 years you will develop metabolic disease. It's too long. It's just like the people that produce too much carbon emissions or, you know, use coal or…”

“When you get that fanatical, it starts to take a real toll on your mental health. Which then affects your physical health.”

“And I had a mentor a long time ago who told me that he believed that almost everything that was discoverable in finance would be arbitraged away, but human judgment would not, and that human judgment, good judgment, was rare, and that balancing it with emotion…”

“Being stuck to a screen where more than half of the variability is random, and you could do everything right from a process perspective, but actually still get it wrong, that was incredibly frustrating for me”

“Our understanding as human beings of health and wellness is like in inning two, and there's not enough science on it.”

“Most of the vapes right now use propylene glycol. They have other petroleum derived oils that they suspend the cannabinoids in that humans are effectively combusting and inhaling, which is definitely not safe.”

“70% of Americans are either overweight or obese. Over 90% are metabolically unhealthy.”

“The second rule is anything you concentrate on, juices, chocolate, coffee, right? Coffee's a concentrate, right? They grind up all the beans, they make a concentrated version, and then water goes through the concentrate, right? Think of what chocolate is. Choc…”

“If I can change people's behavior with the foods that they love, And provide a better option for them, then I can provide kind of a gateway for them to start experimenting with other healthy things, right? You're not getting people who eat McDonald's three day…”

“When you buy a food company, which a lot of companies do, they want to increase the shelf life, they want to cheapen the ingredients, which improves their profit margins, and they want to do things that are consistent with improving the bottom line.”

“Primarily because I sort of felt like it was an arms race, which it certainly has become, but where it was just sort of a race for people who had faster machines and faster connections to the New York Stock Exchange.”

“What you realize when you read all the science is that it doesn't matter how smart you are, you still need the process, and you still need the checklist, because there's all sorts of ways that you can self-sabotage and not realize it.”

“Poker has all the same principles that I think make a good investor, except what's amazing about poker is you learn them much faster. The concepts of pot odds, And money management, and basically process over outcome.”

“Having a good process basically sets up your chess board To deal with more crap. And it sets it up in a way that you can take advantage of luck when it comes your way, and that you can buffer or defend against the crap when it comes your way.”

“The market neutral or very low beta strategies have always employed a fair amount of leverage to make small alpha streams look better.”

“The reason I like consumables, just to take a step back, is it has a lot of attributes similar to software, where it's generally recession resistant, it's not cyclical, and it has a very high replenishment rate.”

“The eye disease, I was told, was incurable, and then I had to put my name on a cordial transplant list which had a huge waiting list, And they said I would probably be blind by the age of 30. Fully blind.”

“Restaurants are not good businesses most of the time, like no chance.”

“And this business, from our last check, does close to eight hundred million dollars a year in revenue.”

“So we created a holding company called Human Co. It's not a fund. It is a holding company. And the easiest way to think about it is think of a Berkshire Hathaway type of business focused on cleaner living, healthier outcomes, and sustainability. And that's its…”

“This was a family business. We had no outside investors for the first many, many years.”