Links - 06/28/2023
“Human decisions affecting the future, whether personal or political or economic, cannot depend on strict mathematical expectation, since the basis for making such calculations does not exist; and that it is our innate urge to activity which makes the wheels go round, our rational selves choosing between the alternatives as best we are able, calculating where we can, but often falling back for our motive on whim or sentiment or chance.” —John Maynard Keynes
From Hustle to Scale - by Ian Cassel (LINK)
HBO’s Potential Netflix Deal Isn’t So Shocking — but It Is Significant (LINK)
Options Gone Wild: A Real Conversation w/ Mike Green (video) (LINK)
Bridgewater: Most Global Economies Remain in Disequilibrium, Requiring Policy Action (LINK)
Oaktree Capital to Appoint New Leadership at Firm (LINK)
Chaos Kings — the traders who make fortunes from disaster (LINK)
Business Breakdowns Podcast: ASML: Competing with Moore’s Law (LINK)
Permanent Podcast: Bill D’Alessandro: The Hard Thing(s) About HoldCos (LINK)
The 10-K Podcast: General Motors - 1918 Annual Report (LINK)
Making Sense Podcast: #324 — Debating the Future of AI [with Marc Andreessen] (LINK)
Conversations with Tyler Podcast: Reid Hoffman on the Possibilities of AI (LINK)
Wisdom From The Top Podcast: Best Buy: Hubert Joly (LINK)
The Meb Faber Show Podcast: Dr. Gio Valiante on Peak Performance: From Tiger Woods to Steve Cohen (LINK)
Jocko Podcast: 392: Life, Death, Darkness, and Light. “OUTLIVE” with Dr. Peter Attia (LINK)
Nature Podcast: Do octopuses dream? Neural activity resembles human sleep stages (LINK)
“Anyone who stops learning is old, whether at twenty or eighty. Anyone who keeps learning stays young. The greatest thing in life is to keep your mind young.” —Henry Ford