Money and Finance
Links
Sanjay Bakshi: NO HEDONIC TREADMILL FOR MR. CHANDRAN (LINK)
Latticework of Mental Models: Game Theory (LINK)
Five Good Questions for Gareth Jones about his book
Why Should Anyone Work Here? (LINK)
a16z Podcast: Blockchain vs./and Bitcoin (LINK) [This was from November, but I just got to it, and it provided some hints as to how the Blockchain may find its way into financial markets that I thought were worthwhile things to think about.]
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Links
Here's What Buffett Wouldn't Do, and Maybe You Shouldn't Either (LINK) Sanjay Bakshi: The Eventual Consequences of Risk Seeking or Risk Blind Behavior (LINK) Bruce Berkowitz's 2016 investor call from yesterday (audio) [H/T ValueWalk]...
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Links
Tech Startups Woo Investors With Unconventional Financial Terms — but Do Numbers Add Up? [H/T @jasonzweigwsj] (LINK) Latticework of Mental Models: Kantian Fairness Tendency (LINK) Financial Journalism Operating Guidelines (LINK) The Four Filters...
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Links
Lawrence Cunningham presentation on his book, Berkshire Beyond Buffett: The Enduring Value of Values (video) (LINK) Sanjay Bakshi: IMPLICATIONS OF THE COMING CAPEX IN COAL (LINK) Latticework of Mental Models: Variable Reinforcement (LINK) An...
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Links
Oaktree’s Marks Says Europe Better Bet Than ‘Highly Priced’ U.S. (LINK) “We are at a point in the cycle where we feel virtually all assets are trading above their intrinsic value; some are in ‘highly priced’ territory, and there are few absolute...
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Links
SimoleonSense: Political Extremism Is Supported by an Illusion of Understanding (LINK) Tim Ferriss interviews Dan Carlin, from the Hardcore History podcast (LINK) Books recommended by Prof. Sanjay Bakshi (LINK) Some wisdom from Sanjay Bakshi via...
Money and Finance