Tuesday, November 12, 2019


"Charlie and I spend a lot of time thinking about things that could hit us out of the blue that other people don’t include in their thinking. And we may miss some opportunities because of that, but we feel it’s essential when managing other people’s money or, for that matter, managing our own money." --Warren Buffett (2008)

Common Plots of Economic History - by Morgan Housel (LINK)

The Google Squeeze - by Ben Thompson (LINK)

Oaktree Insights: A Deeper Dive into Structured Credit (LINK)

The Knowledge Project Podcast: What It Takes with Stephen Schwarzman (LINK)
Related book: What It Takes: Lessons in the Pursuit of Excellence
Invest Like the Best Podcast: Daniel Ek – The Future of Audio (LINK)

Business Casual Podcast -- Risk it all: Matt Ball dissects the streaming wars (LINK)

Signaling: The Language Peacocks, Gazelles, and Humans All Speak (LINK)

How the Nile River Has Stayed In One Place for 30 Million Years (LINK)