Monday, August 19, 2019


Howard Marks warns of 'dark' impact of trade war [H/T Linc] (LINK)

An Economic Warning Sign: RV Sales Are Slipping ($) (LINK)

The Network Effects Manual: 13 Different Network Effects (and counting) [H/T @ChrisPavese] (LINK)

Thinking aloud about bank margins - Part 1 - by John Hempton (LINK)

Odd Lots Podcast: John Hempton on What’s Ailing Bank Stocks (LINK)

Masters in Business Podcast: Josh Wolfe Discusses Innovative Investments (LINK)

a16z Podcast: Software has eaten the world…and healthcare is next (LINK)

EconTalk Podcast: Tyler Cowen on Big Business (LINK)

The Investor’s Podcast: TIP256: Raoul Pal - Global Financial Concerns (LINK)

Hidden Forces Podcast: Hong Kong Revolution: Geopolitical & Financial Implications for China and the World | David Webb (LINK)

A summary of The Courage to be Disliked (LINK)

Ebola outbreak spreads to third province in eastern Congo [H/T @Atul_Gawande] (LINK)