This week’s reading and viewing list covers learnings from Valuation Masterclass with Asmath Damodaran, Our Current Economic Climate with Guy Spier and What OpenAI Really Wants.

📚 GMO’s Jeremy Grantham on Bloomberg Wealth with David Rubenstein (Bloomberg)

🎙️ Guy Spier Talks Investing in Our Current Economic Climate (The Young Investors Podcast)

📚 FPA Crescent Fund’s Steven Romick Shares 30 Years of Investment Lessons, Part 1 (WealthTrack)

📚 Fewer Losers, or More Winners (Oaktree Capital Management)

📚 What OpenAI Really Wants (Wired)

📚 Chris Pavese of Broyhill Asset Management in Value Investor Insight (Value Investor Insight)

🎙️ Valuation Masterclass with Asmath Damodaran (The Investor’s Podcast: We Study Billionaires)

📚 A Few Things I’m Pretty Sure About (Collaborative Fund)

This week’s reading and viewing list covers learnings from LVMH’s Bernard Arnault, a summary of the Chip Wars, Inflation and also how streaming has disrupted movies.

📚 No other investor has a life story quite as unbelievable as Li Lu (Financial Times)

📚 Learning from LVMH’s Bernard Arnault (Investment MasterClass)

📚 “Be Ready for Anything” (David Epstein)

📚 Inflation/USD – The Four Horsemen of US Resilience Will Make the Fed an Uneven “Distributor of Pain.” (KaoBoy Musings)

🎙️ Nassim N. Taleb & Scott Patterson — How Traders Make Billions in The New Age of Crisis, Defending Against Silent Risks, Personal Independence, Skepticism Where It (Really) Counts, The Bishop and The Economist (Tim Ferris Podcast)

📚 A Business Upended: The Streaming Disruption of the Movie & Broadcasting Business (Aswath Damodaran)

🎙️️ The Business of Taylor Swift (Recode Media Podcast)

📚 Chip Wars (Voss Capital)

This week’s reading and viewing list looks at How Risk Taking, Innovation & Artificial Intelligence Transform Human Experience with Marc Andreessen and 15 Ideas, Frameworks, and Lessons from 15 Years.

📚 Disney’s wildest ride: Iger, Chapek and the making of an epic succession mess (CNBC)

📚 These 38 Reading Rules Changed My Life (Ryan Holiday)

🎙️ Marc Andreessen: How Risk Taking, Innovation & Artificial Intelligence Transform Human Experience (Huberman Lab Podcast)

📚 Warren Buffett’s Canvas (The Rational Walk)

📚 I Hate Guidance (Ian Cassell, Microcap Club)

🎙️ As Social Networks Get More Competitive, Which Ones Will Survive? (Cold Call Podcast)

📚 BarbAIrians at the Gate: The Financial Opportunity of AI (Anderseen Horowitz)

📚 15 Ideas, Frameworks, and Lessons from 15 Years (Flirting with Models, Research Library)

This week’s reading and viewing list looks at the one investing trait we should have in our arsenal, a timely discussion on the Rule of Law by Dalio, the self-driving experiment and buying a sporting franchise amongst others.

📚 One Investing Trait to Rule them All (Todd Wenning)

📚 Declines of Truth, Trust, and the Rule of Law Have Throughout History Led to, and Are Now Leading to, Disorder (Ray Dalio)

🎙️ The Self-Driving Experiment (Land of Giants Podcast)

🎙️ The Curious Case of Big Tech (MBI Deep Dives)

📚 Toys for Billionaires: Sports Franchises as Trophy Assets! (Aswath Damodaran)

📚 Navigating The Growing Liquidity Hole (Jesse Felder)

🎙️ The Best Ideas are Simple, w/ Guy Spier (Behind the Balance Sheet Podcast)