Money and Finance
Oaktree Insights: Investing in Real Estate [H/T ValueWalk] (LINK)
Lagarde, Fang, Dalio Discuss China Outlook at Davos (video) (LINK)
Bloomberg Debate on Future of Finance at WEF in Davos (video) (LINK)
Yale's Shiller: Markets Over-focused on China, Oil (video) (LINK)
Raghuram Rajan: China, Oil Trigger for Market Volatility (video) (LINK)
The FANG Playbook (LINK)
Latticework of Mental Models: Matthew Effect (LINK)
Stephen Hawking: Humans at risk of lethal 'own goal' [H/T Will] (LINK)
More (and Best Yet) Evidence That Another Planet Lurks in the Dark Depths of Our Solar System (LINK)
- Links
Nice graphic showing the performance of stocks in the S&P 500 [H/T Linc] (LINK) Howard Marks on Bloomberg (Video 1, Video 2) Five Good Questions for Victor Ricciardi about his book Investor Behavior (video) (LINK) Hoisington Quarterly Review...
- Links
Wired talks to Bill Gates about his letter, and other things (LINK) [Gates had extremely high praise for the book On Immunity: An Inoculation.] Bill Gates on Bloomberg TV (video) (LINK) Lagarde, Cohn, Summers, Botin, Dalio on Bloomberg Panel (video)...
- Links
Michael Lewis: Eight Things I Wish for Wall Street (LINK) Tom Russo, Susan Decker, Lawrence Cunningham, and Brad Kinstler discuss Berkshire Hathaway at Stanford (video) [H/T ValueWalk] (LINK) Related book: Berkshire Beyond BuffettMatthew McLennan...
- Ray Dalio On Cnbc
He's on with Ed Hess, author of Learn or Die, who did a long interview that Farnam Street posted yesterday, HERE. That book may have to move to the top of the to-read list. Links to videos and article: Totally honest with Ray Dalio (video) How...
- Howard Marks On Bloomberg
Link to video: Howard Marks on Risk Assessment, Market Strategy Sept. 5 (Bloomberg) -- Howard Marks, chairman of Oaktree Capital Group LLC, talks about assessing market risk, volatility and sentiment. Marks speaks with Stephanie Ruhle and Erik Schatzker...
Money and Finance
Links
Oaktree Insights: Investing in Real Estate [H/T ValueWalk] (LINK)
In this Oaktree Insights paper, John Brady (Real Estate Portfolio Manager) explores the introductory concepts of real estate investing and provides an overview of Oaktree's investment strategy and our perspective on the asset class.Ray Dalio on CNBC (Video 1, Video 2, Video 3)
Lagarde, Fang, Dalio Discuss China Outlook at Davos (video) (LINK)
Bloomberg Debate on Future of Finance at WEF in Davos (video) (LINK)
Yale's Shiller: Markets Over-focused on China, Oil (video) (LINK)
Raghuram Rajan: China, Oil Trigger for Market Volatility (video) (LINK)
The FANG Playbook (LINK)
Stephen Hawking: Humans at risk of lethal 'own goal' [H/T Will] (LINK)
More (and Best Yet) Evidence That Another Planet Lurks in the Dark Depths of Our Solar System (LINK)
- Links
Nice graphic showing the performance of stocks in the S&P 500 [H/T Linc] (LINK) Howard Marks on Bloomberg (Video 1, Video 2) Five Good Questions for Victor Ricciardi about his book Investor Behavior (video) (LINK) Hoisington Quarterly Review...
- Links
Wired talks to Bill Gates about his letter, and other things (LINK) [Gates had extremely high praise for the book On Immunity: An Inoculation.] Bill Gates on Bloomberg TV (video) (LINK) Lagarde, Cohn, Summers, Botin, Dalio on Bloomberg Panel (video)...
- Links
Michael Lewis: Eight Things I Wish for Wall Street (LINK) Tom Russo, Susan Decker, Lawrence Cunningham, and Brad Kinstler discuss Berkshire Hathaway at Stanford (video) [H/T ValueWalk] (LINK) Related book: Berkshire Beyond BuffettMatthew McLennan...
- Ray Dalio On Cnbc
He's on with Ed Hess, author of Learn or Die, who did a long interview that Farnam Street posted yesterday, HERE. That book may have to move to the top of the to-read list. Links to videos and article: Totally honest with Ray Dalio (video) How...
- Howard Marks On Bloomberg
Link to video: Howard Marks on Risk Assessment, Market Strategy Sept. 5 (Bloomberg) -- Howard Marks, chairman of Oaktree Capital Group LLC, talks about assessing market risk, volatility and sentiment. Marks speaks with Stephanie Ruhle and Erik Schatzker...