🎙️How Electric Utilities Will Handle Booming AI Datacenter Demand (Odd Lots Podcast)

🎙️Interview with XPEL CEO Ryan Pape (The JRo Show Podcast)

📚 Unveiling Multi-Bagger Secrets (Stephen Clapham, Behind the Balance Sheet)

📺Guy Spier & Monhish Pabrai: Adapting In Times Of Crisis & Overcoming Hardship For Success (Value Conference, YouTube)

📚 Most Investors Are Unprepared For This New Environment (Jesse Felder)
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📺An Update on Ray Dalio’s Views of The Five Big Forces Shaping 2024 (Ray Dalio, Youtube)

📚Even strong stock market years can get very stressful (Sam Ro)

📚The “Lesson I Have Learned” Mindset (David Epstein, Range Widely)

📚 Disney wins boardroom showdown with activist investor (The Guardian)

🎙️Reed Hastings, Co-Founder of Netflix — How to Cultivate High Performance, The Art of Farming for Dissent, Favorite Failures, and More (The Tim Ferris Show)
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📚 Billionaire Brad Jacobs: Meditation, thought experiments, and cognitive behavior therapy helped me succeed ((h/t) Fortune)

🎙️ Demand / Supply – Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More (BG2Pod)

📚 A Smart Twist on One of the Stock Market’s Dumbest Ideas (Wall Street Journal)

📚 Lucky vs. Repeatable (Morgan Housel)

📚 Market Share & Profitability (Daniel Rasmussen. Verdad)

📚 ​Everything is Obvious (Behavioural Investment)

📚 BYD’s Rise Challenges Tesla—and Its Valuation (Wall Street Journal)

📚 In China: The 100-Year Storm on the Horizon and How the Five Big Forces Are Playing Out (Ray Dalio)

🎙️Mitsubishi Corporation: A Japanese Trading Company (Business Breaksowns Podcast)

​🎙️The Mega Corporations That Control What Americans Eat (The Odd Lots Podcast)

📚 Is That Candy, or Nicotine? ((h/t) The Atlantic)

📚 Goldilocks and the Big Bad Wolf (Frank K Martin)
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📚 Crude Oil Hits a 5-Month High (All Star Charts)
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📚 How Small Investments Make a Big Impact Over Time (Visual Capitalist)

​This week’s reading and viewing list covers Amazon’s New Focus: Fending Off Rivals Temu and Shein, Inflation Expectations and The AI Bubble Thesis with Doug Clinton.

📚 Amazon’s New Focus: Fending Off Rivals Temu and Shein (Wall Street Journal)

📚 How to Start Google (Paul Graham)

📚 Inflation Expectations (The Rational Walk)

📚 The DoJ’s Apple suit and ’performance smartphones (Eric Benjamin Seufert, Mobile Dev Memo)

🎙️Improve Your Investing Operating System w/ Vitaliy Katsenelson (The Investor’s Podcast)

📚 Smart Words From Smart People (Morgan Housel)

🎙️ The AI Bubble Thesis with Doug Clinton (Excess Returns Podcast)

🎙️ Achieving greater things with Adam Grant (How I Built This Podcast)

📚 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)