Money and Finance
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) [H/T ValueWalk] (LINK)
Google to Sell Wireless Service in Deals With Sprint, T-Mobile (LINK)
It’s not hard to close the cash-rich split-off loophole [H/T Linc] (LINK)
Philosophical Economics: Intrinsic Value: Interest Rates, Inflation, and the Forgotten Concept of the Time Value of Money (LINK)
Accounting For Long-Term Debt (LINK)
Hoisington Q4 2014 Letter (LINK)
William White interview from last month, discussing the Swiss Franc and the SNB [H/T Jon Shayne] (LINK)
Frilled shark caught off Australian coast (LINK)
Book of the day (I've heard a few people say this is their favorite Jim Grant book): Money of the Mind: How the 1980s Got That Way
- 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...
- Links
3G Capital, Berkshire to Buy Kraft, Merge It With Heinz (video) (LINK) Warren Buffett was also on CNBC discussing the deal, HERE, HERE, HERE, and HERE. ValueWalk with more excerpts from the Baupost Group 2014 Letter (LINK) Farnam Street - Mental...
- Links
Michael Mauboussin and Dan Callahan: Animating Mr. Market (LINK) Mark Spitznagel: The Myth of Black Swan Market Events [H/T James] (LINK) Ackman and Dalio, Two Hedge Fund Titans, Size Each Other Up (LINK) Bill Ackman interview on Bloomberg (video) (LINK)...
- Links
Atul Gawande on Charlie Rose discussing his latest book, Being Mortal (LINK) Talks at Google: Steve J. Martin discussing the book The small BIG: small changes that spark big influence (video) [H/T ValueWalk] (LINK) Benedict Evans: Mobile Is Eating...
- 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...
Money and Finance
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) [H/T ValueWalk] (LINK)
International Monetary Fund Managing Director Christine Lagarde, former U.S. Treasury Secretary Lawrence Summers, Goldman Sachs Group Inc. President Gary D. Cohn, Banco Santander SA Chairman Ana Botin and Ray Dalio, who runs the investment firm Bridgewater Associates LP, speak on a Bloomberg Television debate on quantitative easing. Francine Lacqua moderates the session at the World Economic Forum's annual meeting in Davos, Switzerland.11th Annual Demographia International Housing Affordability Survey (LINK)
Google to Sell Wireless Service in Deals With Sprint, T-Mobile (LINK)
It’s not hard to close the cash-rich split-off loophole [H/T Linc] (LINK)
Philosophical Economics: Intrinsic Value: Interest Rates, Inflation, and the Forgotten Concept of the Time Value of Money (LINK)
Accounting For Long-Term Debt (LINK)
Hoisington Q4 2014 Letter (LINK)
William White interview from last month, discussing the Swiss Franc and the SNB [H/T Jon Shayne] (LINK)
Related previous post: Is Monetary Policy a Science? - The Interaction of Theory and Practice Over the Last 50 Years – by William R. WhiteMichael Pettis: Inverted balance sheets and doubling the financial bet (LINK)
Frilled shark caught off Australian coast (LINK)
Book of the day (I've heard a few people say this is their favorite Jim Grant book): Money of the Mind: How the 1980s Got That Way
- 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...
- Links
3G Capital, Berkshire to Buy Kraft, Merge It With Heinz (video) (LINK) Warren Buffett was also on CNBC discussing the deal, HERE, HERE, HERE, and HERE. ValueWalk with more excerpts from the Baupost Group 2014 Letter (LINK) Farnam Street - Mental...
- Links
Michael Mauboussin and Dan Callahan: Animating Mr. Market (LINK) Mark Spitznagel: The Myth of Black Swan Market Events [H/T James] (LINK) Ackman and Dalio, Two Hedge Fund Titans, Size Each Other Up (LINK) Bill Ackman interview on Bloomberg (video) (LINK)...
- Links
Atul Gawande on Charlie Rose discussing his latest book, Being Mortal (LINK) Talks at Google: Steve J. Martin discussing the book The small BIG: small changes that spark big influence (video) [H/T ValueWalk] (LINK) Benedict Evans: Mobile Is Eating...
- 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...