Top Reads, Listens, Follows & Takeaways of the week
Reads:
Macro Alf on why what you probably think about ‘money printing’ is wrong (here)
Paul Podolosky on the lessons we (re)learn during war (here)
The WSJ on stopping a pandemic deadlier than COVID (here)
Aswath Damodaran with a critical take on ESG (here)
Ben Horowitz on the architecture of tomorrow (here)
Engstrom and Sharpe arguing that there is no need to fear the 2-10 spread (here)
The Money Stuff newsletter by Matt Levine - free signup here
Listens:
Greg Jensen of Bridgewater Associates on the War in Ukraine, Stagflation, and Investing in a Changing World (here)
The NYT on the death of the competitive Congressional District (here)
Never Buy New Lows, Never Short New Highs (here)
Chris Dixon on The potential of blockchain technology (here)
The All In podcast on markets, the yield curve, immigration and more (here)
Investor Lawrence Hamtil talks about the importance of sectors (here)
Follows:
Macro thinker @LynAldenContact on Twitter
Founder of Cambria Investment Management @MebFaber on Twitter
The St. Louis Fed, @stlouisfed, on Twitter