Links - 7/10/2020
“It’s not what you look at that matters, it’s what you see.” —Henry David Thoreau
The video of Charlie Munger’s January 29th conversation at Redlands Forum (LINK)
Barry Diller Discusses Life After Covid-19, the Future of Travel, Trump (video) (LINK)
Down the rabbit hole - by Edward Chancellor (LINK)
As society melts down, markets melt up. The constant manipulation of interest rates has turned the world of finance upside down. Serious investment has become impossible. It’s the sort of topsy-turvy state Lewis Carroll might have imagined if Alice was putting money to work.
Carrier Global Corporation: Solid franchise going through temporary disruption (LINK)
Lebanon: from Ponzi to Antifragility - by Nassim Nicholas Taleb (LINK)
Naval Ravikant interviews Matt Ridley (Podcast - Part 1) (LINK)
The Grant Williams Podcast: Super Terrific Happy Hour Ep. 5 - Yet Another Super Terrific Guest [with Dave Iben] (LINK)
Stephanie and Grant are joined by an old friend, Dave Iben, Chief Investment Officer and Lead Portfolio Manager of Kopernik Global Investors - one of the great value investors of his generation.
The three discuss the art of value investing, the challenges it faces in today's market environment and why it's a bad idea to write any obituaries for the strategy just yet.
Hugh Hendry on the Macro Voices Podcast (LINK)
Village Global's Venture Stories Podcast: Lessons from Founding and Scaling Thumbtack with Sander Daniels (LINK)
Revisionist History Podcast: The Bomber Mafia (LINK)
Dan Carlin's Hardcore History: Addendum Podcast: EP12 Wolf Pack Hunting with Tom Hanks (LINK)
Jane Goodall talks with TED’s Chris Anderson (video) (LINK)
“The exceptions to any rule are most interesting in themselves, for they show us that the old rule is wrong. And it is most exciting, then, to find out what the right rule, if any, is. The exception is studied, along with other conditions that produce similar effects. The scientist tries to find more exceptions and to determine the characteristics of the exceptions, a process that is continually exciting as it develops. He does not try to avoid showing that the rules are wrong; there is progress and excitement in the exact opposite. He tries to prove himself wrong as quickly as possible.” —Richard Feynman