Friday, March 24, 2017


"For me, the real key to happiness is to know the truth; about yourself and about the world." -Yuval Noah Harari (source)

GMO whitepaper: The Deep Causes of Secular Stagnation and the Rise of Populism - by James Montier and Philip Pilkington (LINK) [It might be good to pair this with the recent Bridgewater report.]

A Valeant Update: Damaged Goods or Deeply Discounted Drug Company? - by Aswath Damodaran (LINK)

Carson Block Is Up All Night Watching Huishan Rout He Called (audio/video) (LINK)

The Blockchain Will Do to the Financial System What the Internet Did to Media [H/T @Wexboy_Value] (LINK)

Ravi Nagarajan reviews the book A Man for All Markets (LINK)

Exponent podcast: Episode 107 — Smiling Curves and Self-Driving Cars (LINK)
Ben and James discuss the concept of The Smiling Curve and how it applies to various industries. Then, where value might be found in self-driving cars, and why both Uber and Google are getting it wrong.
Artificial Intelligence: The Park Rangers of the Anthropocene - by Ed Yong (LINK)

Dramatic evolution within human genome may have been caused by malaria parasite (LINK)

Carl Sagan Explains How the Ancient Greeks, Using Reason and Math, Figured Out the Earth Isn’t Flat, Over 2,000 Years Ago (video) (LINK)

One book recommendation by Charlie Munger that I haven't gotten to yet is How the Scots Invented the Modern World. It was also added to Audible last year, HERE. I was reminded of the book after reading the paragraph below, from Thomas Sowell's recent interview with the WSJ
“One of the most miraculous advances of a people occurred in Scotland from the 18th century into the 19th,” Mr. Sowell says. “A wholly disproportionate share of the leading British thinkers was Scottish. I mean Adam Smith in economics, Hume in philosophy, Sir Walter Scott in literature, James Watt in engineering. You can run through the whole list. A people who were really far behind in one century had suddenly come out of nowhere and were on the forefront of human progress.”