This week’s reading and viewing list covers The Great Paradox Of The U.S. Market,  Inflation, Bank Failures, Bubbles and Other Lessons from Financial History with Mark Higgins and Turnarounds.

📚 Turnarounds (Ian Cassel, Microcap Club)

📚 Sir John Templeton: The Gentleman Bargain Hunter (Kingwell)

📺 America Needs More Techno-Optimism, with Marc Andreessen and Tyler Cowen (Youtube)

📚 Investing is an act of faith (Aswath Damodaran, h/t Financial Times)

🎙️ Sam Altman: OpenAI, GPT-5, Sora, Board Saga, Elon Musk, Ilya, Power & AGI (Lex Fridman Podcast)

📚 The Great Paradox Of The U.S. Market! (Jeremy Grantham)

🎙️ Inflation, Bank Failures, Bubbles and Other Lessons from Financial History with Mark Higgins (Excess Returns Podcast)

​📚 Fight the Urge to Take Profits (All Star Charts)

This week’s reading and viewing list covers Everything Old is New Again: Enduring Lessons From the Very First Book About the Stock Market, Ray Dalio: Are We in a Stock Market Bubble and A Momentum Crash Course.

📺 Howard Marks Says Rates Are Not Historically High (Bloomberg, Youtube)

📺Howard Marks Warns Governments ‘Can’t Keep Us Aloft Forever’ (Bloomberg, Youtube)

📺 Convince Me in 15 Minutes That Uranium is in a Bull Market (Focus Distribution, Youtube)

📚 Everything Old is New Again: Enduring Lessons From the Very First Book About the Stock Market (Kingswell)

📚 A Momentum Crash Course (Lionel Smoler-Schatz, Verdad)

📚 Ray Dalio: Are We in a Stock Market Bubble? (Linkedin article)

📚 Cliff Asness: AI is ‘still just statistics’ (Financial Times (h/t)

​📚 The Indiscipline Of Overwork (Ryan Holiday)

This week’s reading and viewing list covers​​ Why Prices of the World’s Most Expensive Handbags Keep Rising, Chris Davis: Three Generations of Wealth and Buffett and Three Hedge Funds.

📚 Buffett and Three Hedge Funds (Intrinsic Value by Roger Lowenstein)

📚 Right or Wrong? (Jason Zweig, WSJ)

📚 Nvidia Hardware Is Eating the World (Wired)

📚 Aggregator’s AI Risk (Ben Thomson)

📚 Why Prices of the World’s Most Expensive Handbags Keep Rising (WSJ)

​📚 The Dumber Side of Smart People (Morgan Housel)

🎙️ Chris Davis: Three Generations of Wealth (The Knowledge Project Podcast)

📚 The Science Behind Ozempic Was Wrong (The Atlantic (h/t – paywall)

This week’s reading and viewing list covers Microsoft CEO Nadella on AI Wave and Tech in 2024, Boeing’s Door Disaster in Perspective and Optimal Performance with Daniel Goleman.

📚 Grow Yourself (Ian Cassel, Micro Cap Club)

🎙️ BYD Is Running China’s “Manufacturing to the World” Playbook (The Tech Strategy Podcast)

📺 Microsoft CEO Nadella on AI Wave and Tech in 2024 (Bloomberg YouTube)

📚 Container lines ‘scramble’ to rent more ships amid Red Sea crisis (Greg Miller, Freight Waves)

📚 Boeing’s Door Disaster in Perspective (David Epstein)

🎙️ Optimal Performance with Daniel Goleman (Richer, Wiser, Happier Podcast)

📚 The Thirty Second Mind (The Rational Walk)

📚 The Big Picture: Back to the Future (Bridgewater)

This week’s reading and viewing list covers Google’s True Moonshot, What the great philosophers can teach us about investing, and Jeff Bezos: Amazon and Blue Origin.

🎙️ Jeff Bezos: Amazon and Blue Origin (Lex Fridman Podcast)

📚 Google’s True Moonshot (Stratechery)

📚 Shipping firms avoid Red Sea as Houthi attacks increase (Reuters)

📚 The Dispersion Delusion (Brian Chingono & Dan Rasmussen, Verdad)

📚 How the Social Fabric Works: A Conversation With Nassim Nicholas Taleb (CIVILNET, YouTube)

📚 All Time Highs (Rubin Miller)

📚 What the great philosophers can teach us about investing (Christopher Akers)

🎙️ Gavin Uberti – Real-Time AI & The Future of AI Hardware (Invest Like the Best Podcast)