Weekly Summary
06/07/2024
For those busy subscribers that didn’t have much time to read, watch, or listen during the week, and that like to catch up on the weekend, here are a few (~3-6) of the links from this week that stood out to me, in case you don’t have the time to go through all of the weekly posts.
I made a podcast appearance that was published this week on the Guardians of Finance Podcast.
Michael Mauboussin and Dan Callahan released their latest piece, “Stock Market Concentration: How Much Is Too Much?”
The Acquired Podcast covered Starbucks this week, with help from Howard Schultz.
Bridgewater published a piece on Business Spending, which had some good charts and commentary from individual companies in recent earnings calls.
Graham Allison gave an interview with his latest thoughts on the current US-China relationship.