Thursday, April 2, 2020


My Learning Process - by Blas Moros (LINK)

Why Time Has Slowed - by Morgan Housel (LINK)

Bill Miller On Why Coronavirus Sell Off Is Buying Opportunity Of Generation (video) (LINK)

A Viral Market Meltdown V: Back to Basics! - by Aswath Damodaran (LINK)

Given the news on the company today, this may be worth revisiting (from a couple of months ago): An anonymous, detailed short thesis on Luckin Coffee

Jim Chanos on CNBC (video) (LINK)

Steve Bregman on Energy (audio) (LINK)

Invest Like the Best Podcast: Gavin Baker – Investing Through a Bear Market (LINK)

Grant’s Current Yield Podcast: The Grice Man cometh (LINK)

Freakonomics Radio: 411. Is $2 Trillion the Right Medicine for a Sick Economy? (LINK)

How I Built This with Guy Raz (podcast): Live with Guy Online: Jeni Britton Bauer (LINK)

The Peter Attia Drive (podcast): #102 - Michael Osterholm, Ph.D.: COVID-19—Lessons learned, challenges ahead, and reasons for optimism and concern (LINK)

The Four Rules of Pandemic Economics - by Derek Thompson (LINK)

Private Labs Are Fueling a New Coronavirus Testing Crisis (LINK)

A Coronavirus Fix That Passes the Smell Test - by Michael Lewis (LINK)

Is the Coronavirus Airborne? Should We All Wear Masks? - by Ed Yong (LINK)

Longform Podcast: 386: Ed Yong (LINK)
Related articles: 1) "How a Pandemic Might Play Out Under Trump" (December 2016); 2) "The Next Plague Is Coming. Is America Ready?" (July 2018); 3) "How the Pandemic Will End" (March 2020)