Thursday, January 21, 2016


Oaktree Insights: Investing in Real Estate [H/T ValueWalk] (LINK)
In this Oaktree Insights paper, John Brady (Real Estate Portfolio Manager) explores the introductory concepts of real estate investing and provides an overview of Oaktree's investment strategy and our perspective on the asset class.
Ray Dalio on CNBC (Video 1, Video 2, Video 3)

Lagarde, Fang, Dalio Discuss China Outlook at Davos (video) (LINK)

Bloomberg Debate on Future of Finance at WEF in Davos (video) (LINK)

Yale's Shiller: Markets Over-focused on China, Oil (video) (LINK)

Raghuram Rajan: China, Oil Trigger for Market Volatility (video) (LINK)

The FANG Playbook (LINK)

Latticework of Mental Models: Matthew Effect (LINK)

Stephen Hawking: Humans at risk of lethal 'own goal' [H/T Will] (LINK)

More (and Best Yet) Evidence That Another Planet Lurks in the Dark Depths of Our Solar System (LINK)