Links - 08/02/2023

Aug 3, 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)

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