Friday, October 10, 2014


Jason Zweig talks with Robert Shiller (LINK)

James Grant on CNBC (Videos: U.S. rates vs. equity value, Perspective on dollar strength, Headwinds facing Wall Street [with Robert Shiller], Jim Grant: Radical monetary policy doesn't work)

John Hempton: Spectrum valuation and a case for Verizon (LINK)

Importance of ROIC Part 5: A Glance at the Last 42 Years of Wells Fargo - By John Huber (LINK)

TED Talk - Dilip Ratha: The hidden force in global economics: sending money home (LINK)

2004 TIFF Commentary on lessons from the book Capital Account (LINK)
By popular demand, a fictional investment committee whose past deliberations have proven entertaining to many regular readers and illuminating to some returns to the TIFF stage this quarter. Focusing as itʼs wont to do on two deceptively similar fields of human endeavor — endowment management and a certain sport in which contrarian thinking also tends to be rewarded over time — the committee discusses energetically ... the lessons that fiduciaries might glean from a find new book on investing (Capital Accounts). 
Self-Scrutiny Applied with Kindness: Epictetus’s Enduring Wisdom on Happiness and How Philosophy Helps Us Answer the Soul’s Cry (LINK)
Related book: Art of Living: The Classical Manual on Virtue, Happiness, and Effectiveness