Friday, September 2, 2016


Latticework of Mental Models: Asymmetric Information (LINK)

Books That Changed Your Life - by Patrick O’Shaughnessy (LINK)

Mutual Fund Observer, September 2016 (LINK)

Macro Voices podcast - Art Berman: Labor Day Weekend Oil Special (audio) (LINK)
Erik Townsend and Aaron Chan welcome Art Berman to MacroVoices. Erik and Art discuss looking beyond absolute inventory numbers and gleaning insights from comparative inventories, continued time-spread compression reflecting producer hedging or lack of concern for a storage crisis, feedback loop of insanity in inventory builds and production, and much more.
Kevin Kelly on Freakonomics Radio (audio) (LINK)
Related book: The Inevitable
Jessica Livingston : How to Build the Future (video) (LINK) [Some great comments around the 15:50 mark: "If I had to say the most important traits of the most successful founders: ...Determination: that is by far the most important quality...More than intelligence; more than previous success in school...Determination is the most important thing. Understanding your users and building a product with a great user experience is second most important. Not being distracted. Not getting lured down these paths that aren't going to be important for building your product. Being flexible-minded.... And then ultimately, you have to be a good leader."

a16z: When Is a “Mark” Not a Mark? (LINK)
The WSJ wrote a story today on venture capital returns that makes for great headlines but misses the “mark” (pun intended) on how venture capital performance actually works. That’s an understandable outcome from a reputable source like the Journal given how arcane and obtuse venture capital valuations can be; we’ll try to demystify that in this post.
a16z Podcast: All about Microservices (audio) (LINK)

Malcolm Gladwell on Why Genius Takes Time (LINK)