Links - 09/25/2022
“I think it’s the nature of things that some businesses die. It’s also in the nature of things that, in some cases, you shouldn’t fight it. There is no logical answer, in some cases, except to wring the money out and go elsewhere.” —Charlie Munger
Tom Russo on WealthTrack: Warren Buffett’s Enduring Influence Explained (video) (LINK)
How Leaders Lead Podcast: Stanley Druckenmiller, the #1 investor in the world – See the future differently (LINK)
When Bad Things Happen to Good Stocks - by Jason Zweig (LINK)
Investing in quality stocks seems like a smart move—but the bet on the blue chips hasn’t paid off lately
Some video replays from the MicroCapCap Leadership Summit 2022 have started to get posted online (LINK)
Greg Jensen on the risks he’s seeing in the current environment [video, recorded September 12th] (LINK)
Swiss Re on the central bank “put” (LINK)
Peter Zeihan’s Keynote at the 54th Annual ECC PerspECCtive Conference [video, recorded September 8th] (LINK)
Video: Inside the Hijacking of a $100 Million Supertanker Brillante Virtuoso - Bloomberg (LINK)
This Week in Intelligent Investing Podcast: The Challenge and Risks of Managing Inventory in Light of COVID-Related Demand Swings (LINK)
Smarter Markets Podcast: Winter is Coming Episode 4 | Mark Lewis, Head of Climate Research, Andurand Capital (LINK)
Grant’s Current Yield Podcast: Digital Landlords (LINK)
The Tech Strategy Podcast: How AB InBev and Zé Delivery Are Changing Ecommerce in Beverages (LINK)
This Week in Startups Podcast: Shopify CEO Tobi Lütke on navigating a downturn, innovating in compensation & more | E1568 (LINK)
Short Wave Podcast: Rise Of The Dinosaurs (LINK)
The Exiled Dissident Fuelling the Hijab Protests in Iran - by Dexter Filkins (LINK)
“Apply reason to difficulties: what is hard can be softened, what is narrow can be expanded, and heavy loads can be less of a burden on the shoulders when borne skillfully.” —Seneca