Top Reads, Listens, Follows & Takeaways of the week
Reads:
Bridgewater with an update on where things now stand (here)
Lyn Alden’s May Newsletter (here)
Steve Cohen brings Point72 people and processes to the NY Mets (LGM) (here)
Generating Tax Alpha through Roth IRA Optimization (here)
Aswath Damodaran searches for a steady state (here)
The Fort Bragg Murders (here)
Too Many Tech Bros, Not Enough Frackers (here)
Is passive investing perturbing normal market function? (here)
Matt Levine on the Luna & Terra death spiral (here)
Airbnb CEO Brian Chesky says the office as we know it is over (here)
Listens:
Antti Ilmanen of AQR on Investing amid low expected returns (here)
Setting the Risk Parity record straight (here)
Javier Blas describes how commodity trading shops work (here)
The basics of navigating bull and bear markets with trend following (here)
The All-In podcast does a recession deep-dive (here)
Beating the S&P 500 since 2004 with Oakcliff Capital’s founder, Bryan Lawrence (here) & (here)
Follows:
The All-In Podcast on Apple Podcasts
We Study Billionaires on Apple Podcasts
@elonmusk on Twitter