Top Reads, Listens, Follows & Takeaways of the week
Reads:
Macro Alf on Investing in China (here)
Vitalik Buterin defending Bitcoin Maximalism (here)
Noah Smith asks if the U.S. should increase or decrease defense spending (here)
Kyla Scanlon on the Disruption and Distortion of Narratives (here)
Jason Zweig asks whether you should own a part of the company you work for (here)
Lyn Alden on How Debt Jubilees Work (here)
Paul Podolsky on Scholz, Xi and McCarthy's Choice (here)
Listens:
Adam Parker, former Morgan Stanley Chief US Equity Strategist on markets, Wall Street careers and more (here)
Zoltan Pozsar's framework for Bretton Woods III (here)
Gio Valiante, one of the top performance coaches in the world, talks peak performance (here)
Bill Gross, the Bond King, on Masters in Business (here)
Follows:
Outstanding finance and investing threads from @10kdiver on Twitter
Kyla Scanlon writes about the stock market, economy, and crypto on Substack
Great market research and commentary from @DataTrekMB on Twitter
@ElonMusk on Twitter
Institutional grade investing tools for individuals @theTIKR on Twitter
Top Macro Research from @StrategasRP on Twitter