Wednesday, January 22, 2020


Hedge fund giant Seth Klarman says the ‘rocket fuel’ feeding this rally will soon ‘run out’ (LINK) [I haven't seen Klarman's letter yet, but if anyone happens to have a copy they'd be willing to share, it would be greatly appreciated (]

The Twenty Minute VC Podcast: Howard Marks (LINK)

Jamie Dimon on CNBC (video) (LINK)

Ergodicity economics: a primer (LINK)

"I actually don't like Plan B's. I find Plan B's de-focus you from Plan A. Plan B should always be 'Make Plan A work.'" --Jeff Bezos