📺 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)

📚 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)

🎙️ Morgan Housel talks to Guy Spier: Selfish Writing, Fiction vs. Nonfiction, Methods for Connecting Ideas (Guy Spear)

🎙️ HEICO: Parts for Planes (Business Breakdowns Podcast)

📚 Investing Lessons from Shackleton’s Expeditions (Novel Investor)

📚 My Personal “Attention Span” Takeaways (David Epstein, Range Widely)

📚 Warren Buffett’s 2023 Letter to Berkshire Shareholders (Berkshire Hathaway)

📚 Michael Mauboussin on increasing returns to scale (H/T) Financial Times)

📚 Too Clever by Half! (The Rational Walk)

📺 How Fast Can the Fed Ease? The Private Sector Response to Easier Conditions Will Be a Key Factor (Bridgewater)

🎙️ The Next Chapter for Inflation (Excess Returns Podcast)

🎙️ Playing the Odds with Super-Investor Bruce Berkowitz (Richer, Wiser, Happier Podcast)

📺 Apple vs. Meta Headset Wars, AI Innovations & Raising Cattle with Mark Zuckerberg (Morning Brew Daily Youtube)

📚 Consumer Brands and Essential Inputs (Craig Shapiro)

📚 Over Three Decades, Tech Obliterated Media (Kara Swisher, Intelligencer)

📚 The Market is Like a Large Movie Theater With a Small Door (Price Action Lab)

📚 Prediction Markets Have an Elections Problem (Jeremiah Johnson, Asterik magazine)

📚 Despite rate cut forecasts, RBA admits it debated a hike in February (Investor Daily)

🎙️ David Einhorn: Market Structures Are Broken (Masters in Business Podcast)

🎙️Behind the Memo: Easy Money with Howard Marks and Edward Chancellor (The Memo by Howard Marks Podcast)

📚 How Systems, Culture, and Loyalty Enable Compounding (Flyover Stocks)

📚 On Spatial Computing, Metaverse, the Terms Left Behind and Ideas Renewed (Matthew Ball)

📚 All My Thoughts After 40 Hours in the Vision Pro (Wait, but why? Tim Urban)

📚  Evergrande liquidation: Western hedge funds shocked by liquidation (Fortune)

📚  Did Something Break, Moats, and Liberal Arts (Flyover Stocks)

📺 Overcoming pessimism with patience with John Rogers (McKinsey & Company, YouTube)