Money and Finance
Barry Ritholtz interviews Michael Mauboussin (LINK)
Joel Greenblatt: Small Cap Stocks Priced for A Fall [H/T Will] (LINK)
Hong Kong Buys $2.07 Billion in Week to Defend Currency Peg [H/T Will] (LINK)
David Winters: Coca-Cola's feisty, persistent activist investor is not quitting anytime soon [H/T Will] (LINK)
For Liberty Global, the Next Step Is the Content [H/T Will] (LINK)
What Steve Jobs, Thomas Edison, and Bob Dylan Have In Common (LINK)
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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...
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Nassim Nicholas Taleb's interview at the Tomorrow Conference in June 2015 (video) [H/T ValueWalk] (LINK) Related book: AntifragileRichard Thaler talks to Barry Ritholtz about his book, Misbehaving: The Making of Behavioral Economics (LINK)...
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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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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)...
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A Dozen Things Learned from Peter Thiel (LINK) Related book: Zero to One: Notes on Startups, or How to Build the FutureBarry Ritholtz Interviews Jeff Gundlach (MP3) (LINK) What central banks should do to deal with bubbles (LINK) Religion, Heuristics,...
Money and Finance
Links
Barry Ritholtz interviews Michael Mauboussin (LINK)
Daron Acemoglu interviewed on the Bryan Callen podcast (LINK)If you haven't watched Mauboussin's Google Talk on his book The Success Equation, I highly recommend it. In the talk, he also recommended the books The Storytelling Animal as well as The Halo Effect.
Related book: Why Nations Fail
Related previous post: Nassim Taleb on the book "Why Nations Fail: The Origins of Power, Prosperity, and Poverty"Creative Destruction and the Future of Media (video) (LINK)
Joel Greenblatt: Small Cap Stocks Priced for A Fall [H/T Will] (LINK)
Hong Kong Buys $2.07 Billion in Week to Defend Currency Peg [H/T Will] (LINK)
David Winters: Coca-Cola's feisty, persistent activist investor is not quitting anytime soon [H/T Will] (LINK)
For Liberty Global, the Next Step Is the Content [H/T Will] (LINK)
What Steve Jobs, Thomas Edison, and Bob Dylan Have In Common (LINK)
Related book: Abundance: The Future Is Better Than You Think
- 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...
- Links
Nassim Nicholas Taleb's interview at the Tomorrow Conference in June 2015 (video) [H/T ValueWalk] (LINK) Related book: AntifragileRichard Thaler talks to Barry Ritholtz about his book, Misbehaving: The Making of Behavioral Economics (LINK)...
- 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...
- 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
A Dozen Things Learned from Peter Thiel (LINK) Related book: Zero to One: Notes on Startups, or How to Build the FutureBarry Ritholtz Interviews Jeff Gundlach (MP3) (LINK) What central banks should do to deal with bubbles (LINK) Religion, Heuristics,...