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)
