Links - 05/22/2022

“There hardly could be anything more important than the microeconomics. That is business. Business and microeconomics is sort of the same term. Microeconomics is what we do, and macroeconomics is what we put up with.” —Charlie Munger

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How to Face Up to Buying the Dips - by Jason Zweig (LINK)

Lux Capital Q1 2022 Letter (LINK)

Citadel's Ken Griffin on Market Selloff, Working at Home (video) (LINK)

A Follow up on Inflation: The Disparate Effects on Company Values! - by Aswath Damodaran (LINK)

On Good Authority - by Frank K. Martin (LINK)

Three Things I Think I Think – Bonds, Bear Markets & ESG - by Cullen Roche (LINK)

Series I Savings Bonds: What Readers Want to Know (LINK)

The Big Long? A Deep Dive on U.S. Housing (Part 1, Part 2, Part 3, Part 4, Part 5)

Tianjin, COVID, and Losing Chinese Labor - by Peter Zeihan (LINK)

This Week in Intelligent Investing Podcast: Post-COVID Growth Curves of Growth Companies (LINK)

Value Investing with Legends Podcast: Allison Fisch - Unlocking Value in Emerging Markets (LINK)

"Securities" Podcast: Will Malthus or human ingenuity win out in these chaotic times? (LINK)

The Skift Podcast: How Shifts in Lifestyle and Work Will Reshape Hotels and Vacation Rentals (LINK)

COMPLEXITY Podcast: Ricardo Hausmann & J. Doyne Farmer on Evolving Technologies & Market Ecologies (LINK)

The best questions that Redditors asked me - by Bill Gates (LINK)

So, Have You Heard About Monkeypox? - by Ed Yong (LINK)

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“All life is problem solving.” —Karl Popper