Monday, August 6, 2018


GMO Quarterly Letter: Emerging Markets—No Reward Without Risk (LINK)

The Incredible Story of Gert Boyle and Columbia Sportswear (LINK)

For Real Vision subscribers, Jean-Marie Eveillard makes an appearance in a chat with Jim Grant (LINK) [If you're not a subscriber and would to join or take a free trial, you can sign up HERE.]

Lessons from Michael Batnick (Big Mistakes) - by Tren Griffin (LINK)
Related book: Big Mistakes: The Best Investors and Their Worst Investments
Worth paying for - by Seth Godin (LINK)
When you bring a product or service to the free market, the market decides what it’s worth. If you don’t want to be treated like a commodity (a race to the bottom), there are two paths: 
Through scarcity: This is worth extra because there’s not a lot of it or we’re the only one who’s got it. 
Through connection: This is worth extra because everyone else is already using it. 
A little or a lot.
a16z Podcast: Earned Secrets (LINK)
What does it really take to start a startup (or work at one)? In this episode of the a16z Podcast — based on a Q&A with Ben Horowitz as part of an event hosted by a16z’s Technical Talent and People Practices team for a16z portfolio company summer interns 2018 — Ben shares quick thoughts and advice geared towards those early in their tech careers.
EconTalk Podcast: Frank Dikotter on Mao's Great Famine (LINK)
Related book: Mao's Great Famine
The Art of Manliness Podcast: The Life of a Dragon — The Untold Story of Bruce Lee (LINK)
Related book: Bruce Lee: A Life
Scientists Have Uncovered a Disturbing Climate Change Precedent - by Peter Brannen (LINK)

Book of the day (will be released next month): 21 Lessons for the 21st Century - by Yuval Noah Harari