This week’s reading and viewing list covers the market at mid-year 2023, why a Japanese company banned late-night work and Kyle Bass On China: ‘We Sit At A Hinge In History Right Now’.

🎙️ Value Restoration Project (With special guest Seth Klarman) (Current Yield Podcast)

📚 Slow Burn Minsky Moments (and what to do about them) (James Montier)

🎙️Kyle Bass On China: ‘We Sit At A Hinge In History Right Now’ (YouTube, The Julia La Roche Show)

📚 Freakonomics, But for Medicine (David Epstein, Range Widely)

📚 Hollywood on Strike (Stratechery)

📚 A Japanese Company Bans Late-Night Work. A Baby Boom Soon Follows (Bloomberg)

📚 Market Resilience or Investors in Denial: The Market at Mid-Year 2023 (Aswath Damodaran)

📚 Good News-Bad News About the Economy (A Wealth of Common Sense)