Thursday, August 3, 2017


"To attain knowledge, add things every day. To attain wisdom, remove things every day." -Lao Tzu

Jeremy Grantham talks to Charlie Rose (video) (LINK)

Leithner Letter No. 213-214 (26 July - 26 August 2017) (LINK)

The Unreformed Stock Picker: Without A Boss Bill Miller Is Betting On Amazon, Bitcoin And Bob Dylan (LINK)

Why the Hatchet Men of 3G Spent $10 Million on a Better Oscar Mayer Weiner (LINK)

The Conglomerate That Troubles China [H/T Matt] (LINK)

Apple and the Oak Tree - by Ben Thompson (LINK)

The Crypto Currency Debate: Future of Money or Speculative Hype? - by Aswath Damodaran (LINK)

Mutual Fund Observer, August 2017 (LINK)

Freakonomics Radio: Everything You Always Wanted to Know About Money (But Were Afraid to Ask) (LINK)

a16z Podcast: From Mind at Play to Making the Information Age (LINK)
Related book: A Mind at Play: How Claude Shannon Invented the Information Age
Revisionist History podcast:  “Mr. Hollowell Didn’t Like That” (part two of a two-part story) (LINK)

A Kerfuffle About Diversity in the Roman Empire (LINK)

The Designer Baby Era Is Not Upon Us - by Ed Yong (LINK)