This week’s reading and viewing list covers Ray Dalio’s old shop Bridgewater talking about disequilibrium, Seth Klarman on market inefficiencies, a guide to the modern monetary system, how to achieve scale and so much more..
📚 Porter Collins and Vincent Daniel – Big Shorts and Big Longs (Capital Allocators Podcast)
📚 What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil “Doom Loop” (Forward Guidance Podcast)
📺The Future: Markets, AI & Climate Change with Jeremy Grantham (Wealth Track, Youtube)
📚 From Hustle to Scale (Microcap Club, Ian Cassel)
📚 Understanding the Modern Monetary System (Pragmatic Capitalism)
📚 Seth Klarman on investing: Look for the most inefficient pockets in the world (CNBC, Youtube)
📚 Most Global Economies Remain in Disequilibrium, Requiring Policy Action (Bridgewater)