Top Reads, Listens, Follows & Takeaways of the week

Reads:

Bridgwater says European stagflation is different in kind and harder to address (here)

Return Stacking through the Auspice vantage point (here)

Treasury Bonds: Buy and Hold or Trend Follow? (here)

The LA Angels are for sale (here)

SpaceX and TMobile partnership to link Starlink Satellites to phones (here)

Opinion: Francis Suarez is taking on the ‘socialist’ model (here)

Listens:

Former Attorney General Bill Barr calls BS (here)

Brent Montgomery, CEO of Wheelhouse Group, on investing in entertainment and talent (here)

Business Breakdowns: Union Pacific (here)

Rob Arnott & Campbell Harvey talking to Meb Faber about inflation and opportunities (here)

Ted Seides speaks with Carla Harris of Morgan Stanley on navigating a career (here)

Joe Terranova of Virtus Investment Partners talks markets with Josh Brown (here)

The COO who’s trying to disrupt golf through LIV (here)

Follow, Watch & Other great content:

Matt Levine, Bloomberg columnist

Commodities supercycle video by Auspice

NFL Top 100 playlist

The idea farm newsletter

Thoughts from the list:
-European equities still seem expensive relative to the energy headwinds they will face even beyond this winter. Short term solutions are pricey and long term solutions are far away. I think this is a good setup for commodities.
-Bill Barr was refreshingly candid and Bari Weiss asked good questions. Some unbelievable behind the scenes stories from the Trump administration. 
-Americans love reality tv, TikTok is essentially the best version of it and seems more 'real'.