Money and Finance
James Montier: Market Macro Myths: Debts, Deficits, and Delusions [free registration may be required] (LINK)
Brookfield CEO Bruce Flatt on Bloomberg (video) [H/T Santangel's Review] (LINK)
I've only watched one of the videos below so far, but here are some others that stood out as potentially interesting after a quick scan through more of the Conversations with History shows:
Conversations with History: Joseph Tussman (January 2000) (video) (LINK) [Related book which I have not read but looks interesting: Habits of Mind: The Experimental College Program at Berkeley]
Conversations with History: Paul Ekman (April 2004) (video) (LINK)
Conversations with History: John Kenneth Galbraith (video) (LINK)
Conversations with History: Sebastian Mallaby (video) (LINK)
Conversations with History: Amy Chua (April 2008) (video) (LINK)
Conversations with History: Daniel Kahneman (April 2007) (video) (LINK)
- Links
The collection of old articles by James Montier posted the other day reminded me of another good collection of his work during 2008, HERE. Collection of Michael Mauboussin's Research Papers From Credit Suisse (LINK) Five Good Questions for Michael...
- Yuval Noah Harari At Hay Festival: Why Our Imaginations Make Us Human
Link to video: Sapiens: Why our imaginations make us human It would be difficult to accuse Yuval Noah Harari of a lack of ambition: in Sapiens: A Brief History of Mankind, the historian covers the species from its origins to ‘the post-human era’. In...
- Links
The book Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future was released today. Dan Ariely's latest book was also released today: Irrationally Yours: On Missing Socks, Pickup Lines, and Other Existential Puzzles James Montier: The...
- Gmo White Paper
Link to white paper: The World’s Dumbest Idea In this white paper, James Montier, a member of GMO's Asset Allocation team, presents evidence that bolsters his assertion that Shareholder Value Maximization has been a complete failure and has contributed...
- John Mauldin: The Unsustainable Meets The Irresistible
This week’s letter is a result of two lengthy conversations I had today, which have me in a reflective mode. Plus, I finished the last, final edits of my book, all of which is causing me to mull over the unsustainability of the US fiscal situation....
Money and Finance
Links
James Montier: Market Macro Myths: Debts, Deficits, and Delusions [free registration may be required] (LINK)
In this white paper James Montier attempts to show why the proponents of sound finance are mistaken by defining and unpacking a series of “myths” that are foundational to, or at least helpful to, convincing us that sound finance requires that governments run a balanced budget.Greenlight Capital's Q4 2015 letter to partners (LINK)
Brookfield CEO Bruce Flatt on Bloomberg (video) [H/T Santangel's Review] (LINK)
I've only watched one of the videos below so far, but here are some others that stood out as potentially interesting after a quick scan through more of the Conversations with History shows:
Conversations with History: Joseph Tussman (January 2000) (video) (LINK) [Related book which I have not read but looks interesting: Habits of Mind: The Experimental College Program at Berkeley]
Conversations with History: Paul Ekman (April 2004) (video) (LINK)
Conversations with History: John Kenneth Galbraith (video) (LINK)
Conversations with History: Sebastian Mallaby (video) (LINK)
Conversations with History: Amy Chua (April 2008) (video) (LINK)
Conversations with History: Daniel Kahneman (April 2007) (video) (LINK)
- Links
The collection of old articles by James Montier posted the other day reminded me of another good collection of his work during 2008, HERE. Collection of Michael Mauboussin's Research Papers From Credit Suisse (LINK) Five Good Questions for Michael...
- Yuval Noah Harari At Hay Festival: Why Our Imaginations Make Us Human
Link to video: Sapiens: Why our imaginations make us human It would be difficult to accuse Yuval Noah Harari of a lack of ambition: in Sapiens: A Brief History of Mankind, the historian covers the species from its origins to ‘the post-human era’. In...
- Links
The book Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future was released today. Dan Ariely's latest book was also released today: Irrationally Yours: On Missing Socks, Pickup Lines, and Other Existential Puzzles James Montier: The...
- Gmo White Paper
Link to white paper: The World’s Dumbest Idea In this white paper, James Montier, a member of GMO's Asset Allocation team, presents evidence that bolsters his assertion that Shareholder Value Maximization has been a complete failure and has contributed...
- John Mauldin: The Unsustainable Meets The Irresistible
This week’s letter is a result of two lengthy conversations I had today, which have me in a reflective mode. Plus, I finished the last, final edits of my book, all of which is causing me to mull over the unsustainability of the US fiscal situation....