Friday, September 8, 2017


The Risk of Nuclear War with North Korea - by Evan Osnos (LINK)
On the ground in Pyongyang: Could Kim Jong Un and Donald Trump goad each other into a devastating confrontation?
Kyle Bass on the Adventures in Finance podcast (LINK)
Season 2 of Adventures in Finance kicks off with Kyle Bass joining Grant for this week’s entire episode. Kyle shares some of the Defining Moments of his life and explains how they shaped him. He tells us a story of a disastrous trade gone wrong, answers listener’s questions from the Real Vision Mailbag, and explains what he’d take on a rocket ship to Mars.
Exponent podcast: Episode 123 — There Is No Going Back (LINK)
Ben and James discuss the why it is Ben can’t stop talking about Aggregation Theory, and the future of regulation.
FT Alphachat podcast: The making of the crisis in Venezuela (LINK)
Economist Ricardo Hausmann joins Cardiff Garcia to discuss the historical foundation of Venezuela's current macroeconomic and humanitarian crisis, what may happen with its debt and what the future holds for the country.
Invest Like the Best podcast: Factors, Dividends, and Angel Investing, w/ Meb Faber (LINK)
My guest this week is Meb Faber, who started a podcast similar to this one right before mine and was a big reason I was open to the idea in the first place. Meb is a quantitative researcher whose firm Cambria has been behind many interesting investment strategies that break the Wall Street mold. We talk investing factors, dividends, angel investing, podcasts and more. This was a fun catch up with a close friend in the industry who has been in a leader in using data to explore the best active strategies in a variety of asset classes. Please enjoy our conversation, which begins with a factor draft.
The Crowd: Social Schizophrenia - by Frank K. Martin (LINK)
Related book: The Crowd: A Study of the Popular Mind (also on Audible as of earlier this year, HERE.)