Monday, January 14, 2019


Jake Taylor's book, The Rebel Allocator, has just been released, and I'm really looking forward to reading it. Jake is the man behind the Five Good Questions interviews, and Jake's book is his mission to distill some key lessons on capital allocation that he's learned from Warren Buffett, Charlie Munger, and the other greats that many of us follow into a fictional, story format that will be interesting to a wider audience, as well as to those of us in the investing world. As Jake described it in an interview
I was working hard on a non-fiction guide to proper capital allocation. It felt like different books, podcasts, and conversations at that time were telling me I needed to write a fictional story if there was any chance of my book still mattering in ten years. The emotion of a story is all that persists. Around that same time I lost a close friend my age to a tragic hiking accident. It was a wake up call. If I were to disappear tomorrow, what kind of book would I want to leave as a literary legacy for my two young boys? It certainly wasn’t a dry, non-fiction, vanity project that no one would care about in six months. I had to try something radically different and tell a story. This lead to researching hero’s journeys and even screenplay writing to learn about character arcs and dynamic pacing to engage the reader. I hope the book reads a little like watching a movie.


John Hempton reviews the book The Myth of Capitalism (LINK)

What Amazon’s Rise to No. 1 Says About the Stock Market - by Jason Zweig (LINK)

AWS, MongoDB, and the Economic Realities of Open Source - by Ben Thompson (LINK)

How Aging Japan Defied Demographics and Revived Its Economy - by Greg Ip (LINK)

Back to Class: A Teaching Manifesto! - by Aswath Damodaran (LINK)

Dan Carlin's Hardcore History Podcast: 63 - Supernova in the East II (LINK)

Brent Beshore on The Learning Leader Show (podcast) (LINK)
Related book: The Messy Marketplace
60 Minutes video: Facial and emotional recognition; how one man is advancing artificial intelligence (LINK)

a16z Podcast: All About Synthetic Biology (LINK)

a16z Podcast: The Science and Business of Innovative Medicines (LINK)

Cal Newport on The Ezra Klein Show (podcast) (LINK)
Related book: Digital Minimalism
A review of “The Big One,” a new podcast from the Southern California NPR station KPCC about the potential devastation an earthquake could cause in Los Angeles (LINK)

What Happens When the President Doesn’t Have a Science Adviser - by Ed Yong (LINK)

A cool video of New York City in 1911 [H/T @Jesse_Livermore] (LINK)