Links - 07/25/2024

Jul 25, 2024

∙ Paid

“There are few things as risky as the widespread belief that there’s no risk, because it’s only when investors are suitably risk-averse that prospective returns will incorporate appropriate risk premiums.” —Howard Marks

Boyar Research has just released the first part of its Fresh Looks 2024 Issue (the second part will come in August). For those planning on purchasing the issue, there are some bonuses included if you order before August 15th. More information on the issue can also be found HERE.

Boyar Research also released its Q2 Letter (LINK)

A Letter a Day: Letter #203: Nick Howley and Mark Howley (2023) (LINK)

Country Risk: My 2024 Update - by Aswath Damodaran (LINK)

BG2 Podcast: Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner (Video, Podcast)

Rory Sutherland – Are We Now Too Impatient to Be Intelligent? | Nudgestock 2024 (video) (LINK)

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