“Instead of a discussion of risk (which is both predictive and sissy) I advocate the notion of fragility, which is not predictive—and, unlike risk, has an interesting word that can describe its functional opposite, the nonsissy concept of antifragility.” --Nassim Taleb (Antifragile)
The Acquirers Podcast: Tulip Mania: Chris Bloomstran on Warren Buffett and Berkshire Hathaway (LINK)
Related previous post: Semper Augustus Investments Group: 2019 Annual Letter
When Failure Is an Option: A Trading Strategy Soaks Investors - by Jason Zweig ($) (LINK)
To Hedge or Not to Hedge - by Frank K. Martin (LINK)
Media, Regulators, and Big Tech; Indulgences and Injunctions; Better Approaches - by Ben Thompson (LINK)
Exponent Podcast: 185 — Open, Free, and Spotify (LINK)
Strategy under uncertainty - by Jerry Neumann (LINK)
Covid-19: Big shifts in the entertainment industry - by Sangeet Paul Choudary (LINK)
Innovation Can’t Be Forced, but It Can Be Quashed - by Matt Ridley (LINK)
Related book (released tomorrow): How Innovation Works: And Why It Flourishes in Freedom
Fed Chair Jerome Powell on "60 Minutes" (video) (LINK)
The Pomp Podcast: 294: Cullen Roche Explains The Ultimate Breakdown Of The Federal Reserve (LINK)
Hidden Forces Podcast: How the Wealth Gap Drives Imbalances in Global Trade & Finance | Michael Pettis (LINK)
The Grant Williams Podcast: Super Terrific Happy Hour Ep. 2 - Inflation/Deflation (LINK)
What's Different About the Coronavirus in Kids - by Sarah Zhang (LINK)
Mental Models For a Pandemic (LINK)
A review of The Great Mental Models, Volume 2 (LINK)
The Pomp Podcast: 294: Cullen Roche Explains The Ultimate Breakdown Of The Federal Reserve (LINK)
Hidden Forces Podcast: How the Wealth Gap Drives Imbalances in Global Trade & Finance | Michael Pettis (LINK)
The Daily Stoic Podcast: Ask Daily Stoic: Ryan and Historian Andrew Roberts Talk Leadership, Character and How One Person Can Change The World (LINK)
Recode Decode Podcast: Jon Meacham: America’s history can teach us how to hope for our future (LINK)
The Twilight of the Iranian Revolution - by Dexter Filkins (LINK)
Some Zoos, and Some of Their Animals, May Not Survive the Pandemic (LINK)
Mental Models For a Pandemic (LINK)
A review of The Great Mental Models, Volume 2 (LINK)