Friday, September 22, 2017


"As long as I am back in my military life for a second, I should like to observe one thing about leadership that one of the great has said -- Napoleon. He said, the great leader, the genius in leadership, is the man who can do the average thing when everybody else is going crazy." -Dwight D. Eisenhower

Chris Davis and Danton Goei on WealthTrack (LINK)
A rare interview with two top global investors: Davis Funds’ Chris Davis and Danton Goei explain where they are finding world-class growth at value prices.
The Coming Bear Market? - by Robert Shiller (LINK)
The US stock market today looks a lot like it did at the peak before all 13 previous price collapses. That doesn't mean that a bear market is imminent, but it does amount to a stark warning against complacency.
Exponent Podcast: Episode 125 — The Super-Aggregators (LINK)
Ben and James discuss the different levels of aggregation, Facebook and Russian ads, and why it’s worth defending the future.
Adventures in Finance Podcast -- Jim Rogers: The Investment Biker Rides Again (LINK)
Investing legend Jim Rogers joins Grant Williams to talk about the defining moments in his life which took him to Wall Street in the 1960s and to Russia and China on a motorbike in the 1980s. Jim talks about how important non-consensus thinking has been throughout his career, explains how the current troubles in North Korea could provide the investment opportunity of a lifetime … and let’s Hugh Hendry know exactly what’s in his pocket.
FT Alphachat Podcast: The science behind our addictions to social media and tech (LINK)
Robert Lustig, a pediatric endocrinologist and author known for his work on the addictive properties of sugar and its effect on the brain, joins Alphaville's Izabella Kaminska to discuss his latest book, which applies his work on addiction to the technological realm. The book is called The Hacking of the American Mind.
O Behave Podcast: The Persuasive Power of Play (with Andrew Sheerin) (LINK)
Listen to Andrew Sheerin of Terrorbull Games talk with O Behave's Julia Stainforth about the theory of play and the psychological power of games.
Sinica Podcast: North Korea behind the scenes, with Evan Osnos (LINK)
Former China correspondent for the New Yorker, and now the magazine’s man in D.C., Evan Osnos talks us through his recent front page article on how badly North Korea and the U.S. understand one another.