Thursday, January 25, 2018


For more videos from Davos, visit the World Economic Forum on YouTube. [Some that may be of interest: Sundar Pichai, Jack Ma Q&AeCommerce panelRogue Technology panelAtul GawandeThe Belt and Road ImpactTrade Tremors, The Remaking of Global Finance.]

BAUPOST’S KLARMAN WARNS: ‘The world has tilted off its axis, and we believe owners of capital should be increasingly worried’ (LINK) [I haven't seen a copy of Klarman's letter yet, so if anyone happens to have a copy that they'd be willing to share (, I'd be much appreciative. Thanks.]

The World’s Priciest Stock Market - by Robert J. Shiller (LINK)

Seth Godin chats with Brian Koppelman (podcast) [H/T @svafier] (LINK)

Freakonomics Radio (podcast): How to Become a C.E.O. - Part 2 (LINK)

Jerzy Gregorek: "Keys to Youthful Living: The Power of Enough" | Talks at Google (LINK)
Related book: The Happy Body
Investing book of the day: Private Equity Laid Bare