Thursday, January 26, 2017


Mohnish Pabrai's Lecture to Univ. of Puerto Rico MBA Class on mental models on Sept. 26, 2016 (video) (LINK)

Kyle Bass on Bloomberg TV (video) (LINK)

Oaktree Capital Management video: Risk Management with Ian Schapiro (LINK)

World’s Biggest Real Estate Buyers Are Suddenly Short on Cash  (LINK)

Amazon adds ocean freight to the pieces of the shipping puzzle it controls (LINK)

It’s More Than Buy, Squeeze & Repeat With 3G Capital (LINK)

Freakonomics Radio podcast: Did China Eat America’s Jobs? (LINK)

Gary Taubes on Joe Rogan's podcast [H/T Campbell] (LINK)
Related book: The Case Against Sugar
How a Scientist Mapped the Entire Peruvian Amazon by Plane - by Ed Yong (LINK)

The Doomsday Clock Issues Its Most Dire Warning Since the Cold War (LINK) [And on a related note, I'm a little over halfway through the latest Hardcore History podcast, and it's fantastic.]