Links - 03/09/2022
“The fundamental principle of auto racing is that to finish first, you must first finish. That dictum is equally applicable to business and guides our every action at Berkshire.” —Warren Buffett (2010 Shareholder Letter)
The 2,000-Year-Old Bowl - by Jason Zweig (LINK)
The Fed is in an Impossible Bind - by Cullen Roche (LINK)
Nickel Market Crisis Sends London Metal Exchange Scrambling to Prevent Damage (LINK)
Principles for Dealing with the Changing World Order by Ray Dalio (video) (LINK)
Related book: Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail
EMPLOYEE BENEFIT FUNDS - PART IV - RJR’S PROFIT SHARING PLAN THAT WENT AWRY - by Gene Hoots (LINK)
Peter Zeihan with a few short, new videos: 1) Russia Sanctions, and Nickel; 2) China, Oil, and the Ukraine War; and 3) Deal With the Devil(s).
The Soviet Collapse: Grain and Oil (LINK) [H/T Marc Andreessen: “Best explanation I've found for the collapse of the Soviet Union. TLDR oil, grain and hard currency.”]
Richer Wiser Happier Podcast (The Investor’s Podcast): The Life Force Revolution w/ Tony Robbins (LINK)
William Green speaks with Tony Robbins, the world’s leading life and business strategist. They also discuss Life Force, Tony’s new book that explains how to transform your health, energy, and happiness.
The Meb Faber Show: #397 – Jeremy Grantham, GMO – Short-Term Pessimist, Long-Term Optimist (LINK)
Is Jeremy Grantham Right About a Historic Bubble?┃ft. Harris Kupperman & Marc Faber (video) (LINK)
Against the Rules with Michael Lewis: Other People’s Money Podcast: George Saunders on the Value of Failure (LINK)
Venture Stories Podcast: How Tech Can Help Defend The US with Josh Wolfe (LINK)
Business Breakdowns Podcast: Adyen: A First Principles Payment Platform (LINK)
Invest Like the Best Podcast: Garry Tan - Unwrapping the Gift (LINK)
Grant’s Current Yield Podcast: The Restaurant Economy (LINK)
The Knowledge Project Podcast: #132 Ret. Gen. Stanley McChrystal - The Essence of Leadership (LINK)
The School of Greatness Podcast: 6 Steps You Must Take To Confront Your Fears & Visualize Success w/George Mumford (LINK)
Related book: The Mindful Athlete
How Did This Many Deaths Become Normal? - by Ed Yong (LINK)
The Coronavirus’s Next Move - by Katherine J. Wu (LINK)
The weird gets weirder: A fast radio burst traced to a nearby galaxy's globular cluster - by Phil Plait (LINK)
Endurance, Ernest Shackleton’s Ship, Lost in 1915, Is Found in Antarctica (LINK)
Related book (one of my all-time favorites): Endurance: Shackleton's Incredible Voyage - by Alfred Lansing
“By endurance we conquer.” —Shackleton Family Motto (“Fortitudine Vincimus”)