Sunday, April 19, 2020


"He who moves not forward, goes backward." --Goethe

IT'S TIME TO BUILD - by Marc Andreessen (LINK)

Dispersion and Alpha Conversion: How Dispersion Creates the Opportunity to Express Skill - by Michael J. Mauboussin & Dan Callahan (LINK)

Masters in Business Podcast: James Montier on Fear and Investment (LINK)

Renaissance's $10 Billion Medallion Fund Gains 24% Year to Date in Tumultuous Market ($) (LINK)

Airbnb Defied the Odds of Startup Success. How Will It Survive a Pandemic? ($) (LINK)

Calpers Unwound Hedges Just Before March’s Epic Stock Selloff ($) (LINK)

Case Study of Tidewater and The Capital Cycle by John Chew (LINK)

The Forgotten Man - by Frank K. Martin (LINK)

The Day of Reckoning for Private Equity - by Ted Seides (LINK)

Bloomberg Invest Talks: A Conversation with Ray Dalio (video) (LINK)

Kyle Bass: US & China Fallout & Recovery from COVID 19; Hong Kong Looming Banking Crisis (video) (LINK)

Why Walking Matters—Now More Than Ever (LINK)

Radiolab Podcast: The Cataclysm Sentence (LINK)
One day in 1961, the famous physicist Richard Feynman stepped in front of a Caltech lecture hall and posed this question to a group of undergraduate students: “If, in some cataclysm, all of scientific knowledge were to be destroyed, and only one sentence was passed on to the next generation of creatures, what statement would contain the most information in the fewest words?” Now, Feynman had an answer to his own question - a good one. But his question got the entire team at Radiolab wondering, what did his sentence leave out? So we posed Feynman’s cataclysm question to some of our favorite writers, artists, historians, futurists - all kinds of great thinkers. We asked them, “What’s the one sentence you would want to pass on to the next generation that would contain the most information in the fewest words?” What came back was an explosive collage of what it means to be alive right here and now, and what we want to say before we go.