Top Reads, Listens, Follows & Takeaways of the week
Reads:
Joseph Politano on why you should (and shouldn't) fear a yield curve inversion (here)
Ray Dalio on the first battle for control of the world order (here)
MIT’s 15-year reflection on their endowment’s management and performance (here)
Dylan Grice on a stealth flight from cash in Popular Delusions (here)
Vincent Deluard on the US Health Trainwreck (here)
The WSJ on The Safe Investment That Will Soon Yield Almost 10% (here)
Scott Galloway on higher education and the MBA (here)
The WSJ on why Airbnb cleaning fees cost so much now (here)
Downtown Josh Brown on how to succeed (here)
Listens:
Sam Harris speaks to Graeme Wood about Muhammed bin Salman (here)
Dylan Grice of Calderwood Capital on the cockroach portfolio and weird investments (here)
How the CIOs of a top performing public pension fund manage risk and allocate capital (here)
27 Years in Solitary Confinement (here)
How to think about investing in emerging markets (here)
Why Commodities & Why Now? (here)
Follows:
Jim Bianco, @biancoresearch, with great macro analysis on Twitter
Marc Andreessen, @pmarca, talks about VC and mostly makes jokes on Twitter
Sports, Politics, and Life @FiveThirtyEight on Twitter
Jason Zweig, @jasonzweigwsj, talks and writes about behavioral finance on Twitter