This week’s reading and viewing list covers Linking The Drivers of Total Returns to Fundamentals with Michael J. Mauboussin & Dan Callahan, First and Only Podcast of Charlie Munger; and Parallel Bets, Microsoft, and AI Strategies.

📚 Total Shareholder Return: Linking The Drivers of Total Returns to Fundamentals (Michael J. Mauboussin & Dan Callahan)

📚 Parallel Bets, Microsoft, and AI Strategies (Matthew Ball)

📚 Risk is What You Don’t See Coming (Ian Cassel, Micro Cap Club)

🎙️ Be Useful: Seven Tools for Life, Arnold Schwarzenegger with Ryan Holiday (Youtube, interview)

🎙️ What Really Makes a Moat? (Steve Clapham)

🎙️ Learning from Warren Buffett & Charlie Munger w/ Chris Davis (Richer, Wiser, Happier Podcast)

🎙️ Charlie Munger: First and Only Podcast (Acquired Podcast)

🎙️ Sheldon Stone – Liquidity, Covenants, and Capital Availability (Value Investing with Legends Podcast)

This week’s reading and viewing list covers Lessons in Venturing Differently with Ho Nam, Navigating the Magnificent Seven’s Fundamentals and China Chips and Moore’s Law.

📚 China Chips and Moore’s Law (Ben Thompson, Stratechery)

📚 Narrative Drives Price (Sean Iddings, Micro Cap Club)

📚 The Fed ‘can’t be a prisoner’ to economic data (Jim Grant on CNBC)

🎙️ Ho Nam – Lessons in Venturing Differently (Art of Investing Podcast)

🎙️ What’s Really Standing in the Way of a Nuclear Renaissance? (Odd Lots Podcast)

📚 Navigating the Magnificent Seven’s Fundamentals (Validea)

📚 Where are all the defaults? (Greg Obenshain, Verdad)

📚 In Praise of Slowness, in Life and Investing (Safal Niveshak)

This week’s reading and viewing list, TED studio takes on the Israel-Hamas war and what it means for the world, The Thin Line Between Bold and Reckless and Market Bipolarity: Exuberance versus Exhaustion.

📺 Oaktree’s Howard Mark on Bloomberg Wealth (David Rubenstein Youtube)

📚 The Thin Line Between Bold and Reckless (Morgan Housel)

📚 Market Bipolarity: Exuberance versus Exhaustion (Musings on the Market, Aswath Damodaran)

📚 Evergrande Investors Warn of ‘Uncontrollable Collapse 9 (Wall Street Journal)

📺 TED Studio: The Israel-Hamas war — and what it means for the world (TED)

📚 In Conversation with Cathie Wood (Morningstart International)

📚 BYD is just over 3,000 cars away from overtaking Tesla as the world’s biggest seller of EV cars (Yahoo Finance)

🎙️ Keeping companies accountable: we all have a part to play, ft. Fiona Balzar (Australian Investors Podcast)

This week’s reading and viewing list covers The Curse of Short-Termism, a watch list on the Great Wealth Transfer and Rising Internal Conflict by Ray Dalio and Bill Gates on Climate.

📚 15 Questions to Ask Management Teams (Todd Wenning)

📚 AI, Hardware, and Virtual Reality (Ben Thompson, Stratechery)

📺Ray Dalio on the Great Wealth Transfer and Rising Internal Conflict (video, Part 1) (Bridgewater Associates, Youtube)

📺 Ray Dalio on the US-China Conflict and China’s Economic Challenges (video, Part 2) (Bridgewater Associates, Youtube)

🎙️ Mark Zuckerberg on Threads, the future of AI, and Quest 3 (Decoder Podcast)

📺 JPMorgan CEO Jamie Dimon on IPOs, AI, 3-Day Work Weeks, 8% Interest Rates (Bloomberg, Youtube)

📚 The Curse of Short-Termism (Joe Wiggins, Behavioural Investment)

📺 Bill Gates on Climate: “Are We Science People or Are We the Idiots?” (New York Times Events, Youtube)