Links - 08/02/2023
“Active management has to be seen as the search for mistakes.” —Howard Marks
The Money Maze Podcast: Value Investing: Down But Not Out? With David Einhorn, Founder & President of Greenlight Capital (LINK)
Jamie Dimon on CNBC (Video 1, Video 2, Video 3, Video 4)
What’s Happening with the Economy? The Great Wealth Transfer - by Ray Dalio (LINK)
The Brooklyn Investor: Inflation, Valuations etc. (LINK)
Notes on The Buffett Essays Symposium by Lawrence Cunningham (LINK)
Malcolm Gladwell at the BC Finance Conference 2023 (video) (LINK)
Kyle Bass presentation at the Hudson Institute: China Prepares for War: A Timeline (video) (LINK)
The Security Analysis Podcast: Geoff Saab: Low Risk Investing (LINK)
Grant’s Current Yield Podcast: ABSOLUTLEY INADMISSIBLE IDEAS (LINK)
Business Breakdowns Podcast: Argenx: Changing Lives with Llamas (LINK)
Business Wars Podcast: Subway vs Quiznos | Putting Subs to the Test | 5 (LINK)
Land of the Giants Podcast: How Tesla Became the Elon Musk Co. (LINK)
The Jolly Swagman Podcast: #147: Forging the mRNA Revolution — Katalin Karikó (LINK)
Making Sense Podcast: #328 — Health & Longevity [w/ Peter Attia] (LINK)
One More COVID Summer? (LINK)
“If you do not change direction, you may end up where you are heading.” —Lao Tzu