Interview with David Kim a.k.a. Scuttleblurb (2026) 📈📉📊💰💸

About this episode

David Kim joins Liberty to discuss the past year in finance and the evolution of his newsletter, Scuttleblurb.

The annual tradition continues! David Kim (💚💚💚💚💚 🥃) and I look back at the past year, both for Scuttleblurb and for the world of finance & markets. We use David’s excellent ‘ 2025 business update ’ as a foundation for our chat, and I encourage you to read it. We cover a lot of ground. David’s unusually candid look at the business of running a paid newsletter (subscriber churn, the tension between writing what interests you and writing what gets clicks, and why he almost renamed his blog “Fallen Angels”), the tactical changes he made to turn things around (frequency, the Scuttlebits format, a price increase that went better than expected), and his partnership with our common friend MBI (🇧🇩🇺🇸) on the Never Sell podcast (🎧). On the markets and investing side , we dig into: * The weird vibe of 2025 : indices hiding a lot of pain underneath, with good companies down 40-50% while the index barely fell. * Why investors seem blind to cyclicality in ways they weren’t 20 years ago (Trex at 65x peak earnings vs. home builders at single-digit multiples in ‘05-’06). * The beaten-down compounder opportunity , and how fast some of those names recovered. * The AI pain trade rotating…

People in this episode

Host: Liberty

Guest: David Kim

Topics covered

• finance
• investing
• business updates
• market analysis
• newsletter strategies
• AI in finance

Keywords

• Scuttleblurb
• David Kim
• finance
• investing
• newsletter
• market trends
• AI
• business update

Mentioned in this episode

Organizations: Scuttleblurb, Never Sell podcast, Gartner, FactSet, S&P, Thomson Reuters

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