Wednesday, April 29, 2015


Videos from the Milken Institute's Global Conference [H/T ValueWalk] (LINK) [There are videos on the state of credit markets, capital structure, the internet of things, conversations with Ben Horowitz, Henry Paulson, one with a trio of guys Nassim Taleb may imagine chasing with sticks - Timothy Geithner, Henry Paulson and Robert Rubin, one with Ken Griffin and Mohamed El-Erian, etc.]

A Day in the Life of Melinda Gates [H/T Will] (LINK)

Latticework of Mental Models: Occam’s Razor (LINK)

The Broyhill Letter: Subprime Myth & Reality (LINK)

Amazon Bought This Man's Company. Now He's Coming for Them [article from earlier this year] [H/T Will] (LINK)

Uber, The Rashomon - by John Battelle [H/T Abnormal Returns] (LINK)

Why G.E. Ditched Finance [H/T Abnormal Returns] (LINK)

Catastrophe deals threaten reinsurance sector ‘collapse’ (LINK)
The $575bn industry that protects insurers from earthquakes, hurricanes and other disasters risks a banking-style meltdown if it continues making “dangerous” changes to how it is structured, new research has found. 
After a three-year study of the reinsurance sector, a team of business school academics has found that some companies are now packaging together catastrophe risks in a similar way to the carving up of subprime mortgages by big banks before the financial crisis. 
As a result, the victims of a costly catastrophe – such as an earthquake or storm that destroys large areas – could run into problems having their insurance claims paid.
A talk by Øystein Olsen, the Governor of Norges Bank (Norway's central bank): Integrating Financial Stability and Monetary Policy Analysis (LINK)

Book of the day: Deng Xiaoping and the Transformation of China