Links - 06/18/2022
“When you see things that have never happened before, then you have to question your ability to predict.” —Jamie Dimon (Source)
Seth Klarman: Opportunities and Pitfalls for investors in 2022 (Harvard Business School Interview) [H/T Linc] (video) (LINK)
Ruane, Cunniff & Goldfarb’s May 20, 2022 Investor Day Transcript [PDF downloads] (LINK) [Past transcripts and letters can also be found HERE.]
How to Stand Up to a Bear Market - by Jason Zweig (LINK)
Amazon CEO Andy Jassy’s First Year on the Job: Undoing Bezos-Led Overexpansion (LINK)
Ukraine’s Farmers, Contending With Stolen Grain and Mined Fields, Now Say Land Is Being Seized (LINK)
How Did They Get Inflation So Wrong? - by James Surowiecki (LINK)
What Inflation? The Super Frugal Say They Were Made for This Moment (LINK)
Your Balanced Index Still Isn’t Balanced (LINK)
A conversation with Jim Simons: Mathematics, Common Sense and Good Luck (video) [H/T Linc] (LINK)
2022 Seminar on Value Investing and the Search for Value Guest Speaker: Jeff Stacey (video) [H/T Linc] (LINK)
Bridgewater Co-CIO Jensen on Markets, BOJ Policy, Dollar (video) (LINK)
When Insurance Gets Exciting: Global Shipping and Russian Oil - by Peter Zeihan (LINK)
Value Investing with Legends Podcast: Ashvin Chhabra - The Aspirational Investor (LINK)
A Frog So Small, It Could Not Frog - by Katherine J. Wu (LINK)
Most frogs can jump and land with the precision and grace of an Olympic gymnast. And then there’s the pumpkin toadlet.
“Science is built with facts as a house is with stones, but a collection of facts is no more a science than a heap of stones is a house.” —Jules Henri Poincaré