This week’s reading and viewing list covers The Rational Walk: Charlie Munge with Safal Niveshak, The Future of Driving is Autonomous with Dmitri Dolgov of Waymo, and How Much Are You Hurting Your Returns with Ian Cassel.

📚 Charlie Munger Lives on as All Great Philosophers Do (The Rational Walk)

📚 The Rational Walk: Charlie Munge (Safal Niveshak)

🎙️ Inside the OpenAI Meltdown (Plain English Podcast)

🎙️ The Future of Driving is Autonomous with Dmitri Dolgov of Waymo (How I Built This Podcast)

​📚 How Much Are You Hurting Your Returns? (Ian Cassel, Micro Cap Club)

📚 Frugal vs. Independent (Morgan Housel)

📚 Narrative and Numbers: The Enchantment of Business Stories (Aswath Damodaran)

🎙️ Dr. Adam Grant: How to Unlock Your Potential, Motivation & Unique Abilities (Huberman Lab Podcast)

This week’s reading and viewing list covers The science of AI with Yejin Choi, Biden and Xi’s Blunt Talk and Why We Haven’t Seen A Hard Landing…Yet.

📚 Why We Haven’t Seen A Hard Landing…Yet (Michael Kao (YT)

🎙️ Patrick & John Collison, Co-Founders of Stripe (The Social Radars Podcast)

📚 Conviction: Arrogance, Indispensable, or Both? (Todd Wenning, Flyover Stocks)

📚 Dilution (Sean Iddings, Micro Cap Club)

📚 Small-Caps Are Trailing the Market by the Widest Margin in 25 Years (WSJ)

🎙️ The science of AI with Yejin Choi (Unconfuse Me with Bill Gates Podcast)

📚 Who Controls Open AI? (Matt Levine)

📚 Biden and Xi’s Blunt Talk (Evan Osnos)

This week’s reading and viewing list covers The Power Of Simplicity with Anthony Kingsley, Luxury Retailers and LVMH and Liberty Media’s John Malone on interest rates, media outlook and the streaming landscape.

📚 Liberty Media’s John Malone on interest rates, media outlook and the streaming landscape (CNBC, Youtube)

📚 Japan has become a gold mine for value investors (Ed Chancellor)

📚 AI is about to completely change how we use computers (Bill Gates)

📺 The Power Of Simplicity w/ Anthony Kingsley (Richer, Wiser, Happier Podcast)

📚 The Circle of Competence Trap (Ben Claremon, Compounders)

📚 Luxury Retailers and LVMH (Dan Shuart, Eagle Point)

📚 Fireside Chat: Satya Nadella, Chairman and CEO of Microsoft (Elad Gil, Youtube)

📚 The Benefits of Being More Bat-Like (The Atlantic)

This week’s reading and viewing list covers Outlook for Economies and Markets with Co-CIO Greg Jensen, Lessons from a Young Investor Turned Operator by Jan Mohr and What’s Driving Down Oil Prices?

📚 Co-CIO Greg Jensen on the Outlook for Economies and Markets (Bridgewater Associaties)

📚 What’s Driving Down Oil Prices? (Doomberg)

🎙️ Palmer Luckey – Inventing the Future of Defense (Invest Like The Best Podcast)
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📚 Wild Minds (Morgan Housel)

📚 Multi-Bagger First Principles (Ian Cassel, Micro Cap Club)

🎙️Jan Mohr – Lessons from a Young Investor Turned Operator (Art of Investing Podcast)

📚 A fireside chat on climate and global development (Bill Gates)

📚 Drawdowns (Chris Mayer)

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)