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)