Tuesday, March 24, 2020


Oaktree Relative Value Conversation with Howard Marks, Armen Panossian, Madelaine Jones and Justin Guichard (video) (LINK)

Seth Klarman Sees Bargains, Baupost Seeks More Capital During Chaos (LINK)

A Simple Investing Playbook for the ‘Great Cessation’ - by Jason Zweig ($) (LINK)

OSAM Update: Blizzard, Winter, or Ice Age (LINK)

Compaq and Coronavirus - by Ben Thompson (LINK)

Denmark Has a Message for America: ‘Do More—Fast!’ (LINK)

Ryan Holiday: "Stillness is the Key" | Talks at Google (video) (LINK)

NPR Short Wave Podcast: Why Is The Coronavirus So Good At Spreading? [w/ Ed Yong] (LINK)

10 Things You Should Know About WWII [H/T @wolfejosh] (LINK)