Top Reads, Listens, Follows & Takeaways of the week

Reads: 

Were The Stimulus Checks A Mistake? (here)

How Jonathan Glidden overhauled Delta Air Lines’ underfunded pension plan (here)

Cullen Roche with a cautionary note about home prices (here)

Adam Tooze on how a plunging Japanese Yen could upset the US Treasury market (here)

Paul Podolsky on Russia, is this a one-off or precedent? (here)

Who’s afraid of the Subway? (here)

Lan Anh Tran on a new approach to the 60/40 (it’s not 80/20) (here)

The U.S. drones flying over Ukraine (here)

Ben Johnson asks if commodities have a place in your portfolio (here)

Phil Bak on Freedom of Speech (here)

Adam Butler on Adaptive Asset Allocation, Risk Parity And Return Stacking (here)

Listens: 

The man, Aswath Damodaran, on valuation and life (here)

Examining the Bin Laden Papers (here)

Show us your Portfolio with Meb Faber (here)

A new era for currencies + trend following (here)

Michael Batnick and Downtown Josh Brown, What are your Thoughts? (here)

Supply & Demand at America’s top colleges (here)

GIF’s CIO, Dan Bishop, interviewing PIMCO’s Erin Browne (here)

Follows: 

Chamath Palihapitiya, @Chamath on Twitter 

Mostly Borrowed Ideas, @borrowed_ideas on Twitter

Nick Maggiulli, @dollarsanddata on Twitter