Links - 10/10/2022

“Analysis of competing hypotheses involves seeking evidence to refute hypotheses. The most probable hypothesis is usually the one with the least evidence against it, not the one with the most evidence for it. Conventional analysis generally entails looking for evidence to confirm a favored hypothesis.” —Richards J. Heuer (“Psychology of Intelligence Analysis”)

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2020 video: Greg Abel Interviews Walter Scott Jr. at Davis Global Center [H/T Linc] (LINK)

This Week in Intelligent Investing Podcast: Reflections on Buffett’s Famous Essay, “How Inflation Swindles the Equity Investor” (LINK)

Related link: Warren Buffett’s Comments on Inflation

How to Make Peace With Your Stock Market Losses - by Jason Zweig (LINK)

The Evolution of Endowment Investing (LINK)

Bridgewater conversation: Energy Expert Daniel Yergin and Russia Expert Angela Stent on the Ukraine War (video, recorded Sept. 27th) (LINK)

Regulators’ Lament The Lesson of Nobelist Ben Bernanke - by Roger Lowenstein (LINK)

Paul Tudor Jones: We are getting ready to deploy our recession playbook (video) (LINK)

Jamie Dimon: S&P could yet fall by 'another easy 20%' from current levels (video) (LINK)