Top Reads, Listens, Follows & Takeaways of the week
Reads:
AQR on portfolio diversification (here)
Michael Mauboussin on overcoming barriers to change (here)
Joseph Politano breaks down the disconnect embedded in the jobs report (here)
The country with the majority of the world’s known deposits of lithium (here)
The rise of Apple Pay (here)
Listens:
The restaurateur that transformed America’s energy industry (here)
Adam Kurkiewicz, MD of investments for Washington University in St. Louis, on investing (here)
Larry Summers on being the guy sounding the alarm (here)
Dan Rasmussen on crisis investing (here)
Ravi Gupta on focus (here)
Katherine Boyle, a16z’s head of their American Dynamism practice, on her career and investing (here)
Follow, Watch & Other great content:
100 Foot Wave on HBO
Hard Knocks on HBO
All or Nothing: Arsenal on Amazon Prime Video
Green Light with Chris Long (here) for great football talk
Kyla Scanlon’s substack (here)