Friday, March 10, 2017


Getting caught back up after a little time away...

Disturbing New Facts About American Capitalism - by Jason Zweig (LINK)

Explaining a Paradox: Why Good (Bad) Companies can be Bad (Good) Investments! - by Aswath Damodaran (LINK)

A Dozen Lessons about Minimum Viable Products - by Tren Griffin (LINK)

Oaktree Insights: The Power of Credit (LINK)
This Special Edition Insights relays a discussion between a group of investment professionals about the state of the credit markets and the key risks facing their respective investment strategies.
Ian Schapiro, Portfolio Manager of Oaktree's Power Opportunities and Infrastructure Investing strategies, discusses the subsectors that are attracting capital at SuperReturn International (short video) (LINK)

Jim Chanos Interview With Capitalize For Kids (LINK)

Lauren Templeton: "Investing the Templeton Way" | Talks at Google (video) (LINK)
Related book: Investing the Templeton Way
John Hussman's commentary was worth the read this week, even if one may not agree with it all: The Most Broadly Overvalued Moment in Market History (LINK)

Edge #488: Closing the Loop - A Conversation With Chris Anderson (LINK)

The Uber Conflation - by Ben Thompson (LINK)

Exponent Podcast: Episode 106 — To Be an Outlaw (LINK)

Culture and Revolution - by Ben Horowitz (LINK)
We know that culture is important. We even think we know what it is. But culture isn’t perks like dogs and snacks in the workplace — nor is it a defining personality, like, say, “googleyness”. Culture is the collective behavior of an organization… and whether or not you go about creating one, you’re going to get one anyway, argues a16z cofounder Ben Horowitz. “Unless you set it, it’ll just be what it is.” 
So how should founders building companies (or leaders trying to turn their company around, address disruption, beat competition, and so on) go about creating a true winning culture? Horowitz shares key takeaways from the only successful slave revolution in the history of humanity — the Haitian revolution led by Toussaint L’Ouverture in 1791 — in this keynote first given at a16z’s inaugural summit event. How did this 18th century leader essentially “re-program” an entire culture to win?
a16z Podcast: The Business of Healthcare (LINK)

Philip Zimbardo on The Tim Ferriss Show (LINK)

Tony Robbins on the James Altucher podcast (LINK)
Related book: Unshakeable: Your Financial Freedom Playbook
Peter Attia talks with Patrick O’Shaughnessy on the Invest Like the Best podcast (LINK) [I also listened to and enjoyed Attia on the Jocko Podcast from a couple of months ago, HERE.]