Links - 09/19/2022
“These grandiose forecasts are really not the way to do this. You need to be agnostic. You need to retain the option to not have an opinion. I think that’s really important for investors.” —Mark Spitznagel
Spitznagel: The Market Is Following The Fed Down [from last week] (video) (LINK)
What China, Marvel, and Avatar Tell Us About the Future of Blockbuster Franchises - by Matthew Ball (LINK)
40 great business books (LINK) [I also have a bunch listed HERE, which I’m overdue to update.]
Railroads’ Strategy Thrilled Wall Street, but Not Customers and Workers (LINK)
The Matter of Nukes and Ukraine - by Peter Zeihan (video) (LINK)
Isabelle Boemeke: Nuclear power is our best hope to ditch fossil fuels | TED Talk (LINK)
Decouple Podcast: A Cold Old World feat. Doomberg (LINK)
The Meb Faber Show Podcast: Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6) (LINK)
Another Podcast: Figma, unbundling and $20bn of antitrust (LINK)
People I (Mostly) Admire Podcast: 88. Ken Burns on Heroism, Horror, and History (LINK)
Related Documentary: The U.S. and the Holocaust
Could the destruction of a large icy moon explain both Saturn’s tilt and its rings? (LINK)
“History as usually written is quite different from history as usually lived. The historian records the exceptional because it is interesting.” —Will Durant