Top Reads, Listens, Follows & Takeaways of the week
Reads:
AQR on Stock/Bond Correlation (here)
Aswath Damodaran on the disparate effects of inflation on companies (here)
Money creation in the modern economy (here) & the basics of banking (here)
The best anti-tank weapon, the Javelin (here)
Jason Everman on being in Nirvana and the U.S. Army Special Forces (here)
Flexport - the company bringing tech to the global supply chain (here)
Alex Epstein on trying to be the Kobe Bryant of ideas (here)
Can Ukraine Win? Five Scenarios for the War’s Next Phase (here)
Listens:
Bridgewater's Greg Jensen on Why Markets Have Further to Fall (here)
Bill Miller on Amazon, Bitcoin, & Buffett (here)
Adam Parker, CEO of Trivariate Research, on Strategies and Valuations (here)
The Battle for the American Right (here)
The All-In podcast on the market slide and Uvalde (here)
Follows:
Odd Lots on Apple Podcasts
Wes Gray, @alphaarchitect, on Twitter