First…

Golf - The Season That Was

Turn it to …

Music - The Lake That Kept the Tapes

Opinionated. Proprietary. Traceable.

Setlist Capital - Asymmetric Opportunities + Absolute Returns

Multi-Strat Portfolio - Return YTD: 15.9%

Long/Short Portfolio - Return YTD: 13.9%

Index Returns

  • S&P 500 - 12.6%

  • Dow Jones - 11.4%

  • NASDAQ - 13.6%

  • Russell 2000 - 18.8%

Opinionated. Proprietary. Traceable.

Time to Eat…

Food - Cheese, Fire, and the Table Around It

  • The pilgrimage is Château de Villa in Sierre, a 16th-century estate at the bottom of the funicular. The raclette is five different raw-milk Valais cheeses served in sequence and scraped off the wheel at your table, and the differences between them are not subtle.

  • The same building holds 650 Valais wines from more than 110 winemakers — the best list in the canton, at prices that would embarrass a wine director in Buckhead.

  • Drink what you can't get at home: Fendant, Petite Arvine, Cornalin, Humagne Rouge, Heida. The vines climb slopes up to 90 percent grade and the highest in Europe sit near Visperterminen at about 4,750 feet — the Swiss drink nearly all of it themselves, which is exactly why you've never had it.

  • The locals-only answer is a buvette — a working mountain hut like Relais de Colombire, where you walk up, sit outside, and eat viande séchée with rye bread and a glass of Fendant. No reservation, no menu, no scene. More options here.

  • For a real dinner on the plateau, Le Farinet does pasta finished tableside in a parmesan wheel and the best beef tartare in town; La Plage out by Lac de la Moubra is the one to book if the trip has an occasion attached. Crans-Montana's own list is unusually honest about which is which.

  • With a spare day, walk the vineyard trail from Sierre to Salgesch — the Valais wine museum has a wing at each end and the vines in between are the exhibit.

  • Here's the Atlanta parallel: raclette is a Valais argument about whose cheese and whose wheel, and it's the same argument we're having at home about whose smoker. Fox Bros, Community Q and Heirloom Market aren't lesser versions of anything — same instinct, that the food is an excuse for the crowd around it — and Bacchanalia proves the city does the white-tablecloth version whenever it feels like it.

Tell your people you love them…

Relationships - The Host

  • Claude Nobs never played an instrument professionally. He was a trained cook from a small Swiss town who built the greatest music archive in the world by being the person artists wanted to be around.

  • He'd bring performers back to his chalet in the hills above the lake, feed them, and let the night go where it went. Half of what made Montreux legendary happened in a living room, not on a stage.

  • Being the host is an underrated form of power. The person who sets the table ends up in every photograph, and nobody ever plans it that way.

  • Most people are working on being liked when the thing they actually want is to be trusted. Those are two different projects, and only one of them survives you needing something.

  • Nobs kept the tape rolling on the bad sets too. Audit your circle for that: who has an honest record of you, who tells you when the second half went sideways, and who has only ever seen the highlights you handed them.

  • The Casino burned down and gave the world its most famous riff. You don't get to pick which of your worst weeks becomes the story people tell about you — you only get to decide whether you're still standing there when it does.

  • Nobs died in 2013 after a skiing accident, and almost nothing anyone said about him afterward was about his taste in music. It was that he made you feel like you'd been expected. Nobody is going to eulogize your calendar.

OMAHA…

Football - The First Saturday

  • Georgia Tech opened Thursday night at Bobby Dodd against Deion Sanders and Colorado — midtown Atlanta, national window, loudest traveling circus in the sport. However it went, that's the game Brent Key wanted for a program trying to prove the last two years weren't an accident.

  • Atlanta gets the neutral-site opener again: Auburn and Baylor at Mercedes-Benz Stadium, 3:30 Saturday on ABC, Auburn favored by a touchdown. The kickoff game remains the best standing argument that this city is the sport's real second capital.

  • The game of the weekend is Clemson at LSU, 7:30 on ABC. It's Lane Kiffin's LSU debut after he left Ole Miss for Baton Rouge, and there is no version of that man's first night in Tiger Stadium that isn't worth your time.

  • Georgia opens with Tennessee State at 3:00 on SEC Network+ as a 47.5-point favorite. Kirby has never once apologized for a September tune-up and he shouldn't — the schedule gets real soon enough.

  • The AP preseason poll: Ohio State first, Oregon second, Georgia third, Texas fifth, and Indiana sixth after winning the national championship. That's the poll telling you out loud that it doesn't believe in one-year runs.

  • The Big Ten has three of the top six and three straight titles. The SEC's counterargument is depth — nine ranked teams and a schedule that eats its own — and this is the year we find out whether depth is an actual edge or a talking point.

  • Georgia's path runs back through this city. The SEC Championship and the Peach Bowl both live at Mercedes-Benz, and for the Dawgs to be here in December the offensive line has to hold up in October — not just look good against a 47-point underdog in Week 1.

On the road again…

Travel - Built Backwards From the Balcony

  • The anchor is the golf, so build outward from it. Fly into Geneva, take the train along Lake Geneva to Sierre — about two hours from the airport gate — and ride the funicular twelve minutes straight up the mountain to Montana. You will not need a car.

  • Stay in Crans. It and Montana are two halves of the same plateau at 1,500 meters, and you can walk the whole thing in an afternoon.

  • Thursday: land, get up the hill, drop the bags, and go walk holes as a spectator while the light is still good. Crans is one of the only tour venues where the view genuinely competes with the tournament.

  • Friday: golf in the morning, then the cable car up to the Plaine Morte glacier at roughly 3,000 meters. Autumn color below you, snow underfoot, twenty-minute ride.

  • Saturday is for the thing visitors skip — the bisses, centuries-old irrigation channels cut into the mountainside. The Bisse du Ro path runs along cliffs and catwalks and waterfalls above the valley; do it early and be back for the third round.

  • Sunday: watch the finish, then drop into Sierre for raclette and the walk toward Salgesch. Steal a Monday and Montreux is ninety minutes down the Rhône — Chaplin's World, the lakefront, the Freddie statue.

  • The principle holds: the best trips are built backwards from one anchor. A city brochure hands you a list of obligations. A tournament hands you a spine, and everything good attaches to it.

Take care of yourself…

Exercise - Vertical

  • The same valley town where you catch the funicular hosts the hardest mountain race on the calendar. Sierre-Zinal, founded in 1974 by a Geneva professor named Jean-Claude Pont, runs 31 kilometers with 2,200 meters of climbing and is nicknamed the Race of the Five 4000ers.

  • The records are Kilian Jornet at 2:25:35 and Maude Mathys at 2:49:20, both set in 2019. That's 19 miles and 7,200 feet of vertical in under two and a half hours — worth sitting with next time a treadmill incline feels ambitious. Fifty years of history here.

  • Wildstrubel by UTMB rolls into Crans-Montana September 18–21 and turns the whole plateau into a trail-running village for four days. If you've ever wanted to try mountain running somewhere that makes you look competent, that's the setting.

  • What the pros are doing this week is quieter: roughly five miles of walking per round, four days straight, at 5,000 feet. Altitude doesn't punish the walk — it punishes the recovery between them.

  • Your portable version is a hill. Eight to ten reps of a hard 60-second uphill walk, full recovery on the way down, twice a week. No equipment, no gym, and it transfers directly to still having legs on the 16th tee.

  • Add split squats and loaded carries on the other days. Golf endurance is a single-leg problem and a grip problem, and almost nobody trains it as either.

  • Nobody watches you do hill repeats in March. They watch the back nine in August — and the difference between the guy still swinging freely at the finish and the guy steering it is work that got done months earlier, badly lit, alone, with nothing on the line.

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