Thursday, October 12, 2017


"If the past, by bringing surprises, did not resemble the past previous to it (what I call the past’s past), then why should our future resemble our current past?" -  Nassim Taleb, Fooled by Randomness

Ray Dalio talks with Shane Parrish on The Knowledge Project Podcast (LINK) [Note: This conversation took place before the release of the Grant’s Interest Rate Observer piece on Bridgewater, so that is not discussed.]

Q&A with Amazon CEO Worldwide Consumer Jeff Wilke on integrating Whole Foods despite cultural differences and the reasoning behind opening a second headquarters (LINK)

The David Rubenstein Show: Masayoshi Son (video) (LINK)

Grant's Podcast: Hamburger Helper (LINK)
Jim and Evan discuss opportunities and risks in the restaurant industry with John Hamburger, president of the Restaurant Finance Monitor. 
Naval Ravikant on The James Altucher Show (podcast) (LINK)

One last look at Saturn (LINK)

Books of the day:

Grant - by Ron Chernow [released this week]

Life After Life - by Raymond Moody [H/T Preston Pysh]