Top Reads, Listens, Follows & Takeaways of the week
SBF
“I did not have sexual relations with that woman”
Reads:
Morgan Housel on risk and the Battle of Stalingrad (here)
Why America Doesn’t Have Enough EV Charging Stations (here)
BREIT breakdown (here) and a note on outflows (here)
Hannah Farrow on books > TV (here)
Stagnant Scientific Productivity Holding Back Growth (here)
The U.S. Knows How to Reduce Crime (here)
A history of the child tax credit (here)
Lyn Alden’s November 2022 Newsletter (here)
Listens:
Meb Faber and Marc Cohodes on a career spent uncovering frauds (here)
The Surprising Origins of Russia’s Drones (here)
Wes Gray, the Alpha Architect, on trend following, factors, value ETFs, and behavior (here)
Follow, Watch & Other great content:
Andrew Sorkin interviewing SBF (here)
Is Tether a Ponzi? (here)
Netflix C.E.O. Reed Hastings on Elon Musk, Ads and Wordle (here)
Harley Bassman commentary, the “Convexity Maven” (here)