This week’s reading and viewing list covers How Systems, Culture, and Loyalty Enable Compounding, Overcoming pessimism with patience with John Rogers and Behind the Memo: Easy Money with Howard Marks and Edward Chancellor.
🎙️ David Einhorn: Market Structures Are Broken (Masters in Business Podcast)
🎙️Behind the Memo: Easy Money with Howard Marks and Edward Chancellor (The Memo by Howard Marks Podcast)
📚 How Systems, Culture, and Loyalty Enable Compounding (Flyover Stocks)
📚 On Spatial Computing, Metaverse, the Terms Left Behind and Ideas Renewed (Matthew Ball)
📚 All My Thoughts After 40 Hours in the Vision Pro (Wait, but why? Tim Urban)
📚 Evergrande liquidation: Western hedge funds shocked by liquidation (Fortune)
📚 Did Something Break, Moats, and Liberal Arts (Flyover Stocks)
📺 Overcoming pessimism with patience with John Rogers (McKinsey & Company, YouTube)
