Links - 09/11/2023
“The fundamental purpose of rebalancing lies in controlling risk, not enhancing return.” —David Swensen
How Dollar Stores Quietly Consumed America (video) [H/T @JerryCap] (LINK)
An Important Shift in Fed Officials’ Rate Stance Is Under Way (LINK)
An Update on the Stock-Bond Correlation (LINK)
Summary of the book Chips Wars (LINK)
The 10-K Podcast: Teledyne - 1968 Annual Report (LINK)
Making Media Podcast: Matt Levine - Wall Street’s Art Critic (LINK)
Odd Lots Podcast: What Rising Rates and Surging Insurance Prices Are Doing to Real Estate (LINK)
EconTalk Podcast: Anupam Bapu Jena on Random Acts of Medicine (LINK)
Related book: Random Acts of Medicine
The Tim Ferriss Show Podcast: #692: Arthur C. Brooks (LINK)
Short History Of... Podcast: Suez Canal (LINK)
Lex Fridman Podcast: #395 – Walter Isaacson: Elon Musk, Steve Jobs, Einstein, Da Vinci & Ben Franklin (LINK)
Related book (released tomorrow): Elon Musk
Book review: How Elon Musk Went from Superhero to Supervillain (LINK)
“It does not matter how slowly you go as long as you do not stop.” —Confucius