This week’s reading and viewing list covers, what Richard Bernstein is seeing that is making him bullish, Professor and Hedge Fund Manager Chris Beggs​, conquering your fears with Tom and Jerry, techs big bets and a keynote by Howard Marks amongst others…

📚 The seesaw becomes extreme (RBA Advisors (not Reserve Bank of Australia)

🎙️ Richer, Wiser, Happier podcast: High-Quality Investing w/ Christopher Begg (The Investors Podcast)

📚 Conquer Your Fears (MicroCapClub)

📚 Big Tech’s Biggest Bets (Or What It Takes to Build a Billion-User Platform) (Matthew Ball)

🎙️ 2023 Value Investing Conference | Keynote Speaker: Howard Marks (YouTube: Ivey Business School)

📚 Is This a New Bull Market? (A Wealth of Common Sense)

📚 The world is finally spending more on solar than oil production (Technology Review)

📚 Big Tech Isn’t Prepared for A.I.’s Next Chapter: Open source is changing everything (Slate)