Top Reads, Listens, Follows & Takeaways of the week
Diversity Washing
Takeaways:
The below screenshot from a Chicago Booth working paper titled Diversity Washing is about exactly what you’d expect. It reaffirms two things for me:
Those that are always talking about ‘it’ are rarely the ones being about ‘it’.
ESG scores or ratings from public data providers aren’t useful for achieving investment outcomes.
Reads:
Hedge Funds Cautiously Looking For Opportunities Entering 2023 (here)
The End of Netflix Password Sharing Is Nigh (here)
The Golden Age of Cocaine Is Happening Right Now (here)
How private markets became an escape from reality (here)
Brown University Discriminates Against South Asians (here)
Meet Elon Musk’s Money Guy (here)
Macro for 2023, Andy Constan - Do you believe in Magic? (here)
Listens:
Messi economics (here)
Politics and history with Yuval Levin (here)
Corey Hoffstein on Return Stacking (here)
Downtown Josh Brown and perma-bull Tom Lee talk markets and inflation (here)
Performing at your best physically & mentally, Meb Faber and Louisa Nicola (here)
Follow, Watch & Other great content:
60 Minutes: Medical miracles at Sanctuary of Our Lady of Lourdes (here)
60 Minutes: Litigation Finance (here)