Weekly Summary
06/26/2026
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 some (~3-7) 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.
Seth Klarman made another appearance, this time on the Masters in Business Podcast (Video, Podcast).
Ben Inker of GMO was on the Excess Returns Podcast discussing the AI Boom and investment bubbles (Video, Podcast).
Ian Cassel gave the opening keynote at Planet MicroCap Las Vegas 2026 (video).
Bob Iger visited with the FT, which published an article on Iger and Disney’s leadership path going forward: “Bob Iger’s long goodbye.”
The Acquired Podcast did an episode on The Walt Disney Company.
Jeff Bezos spoke at the VivaTech conference in Paris (video).
I really enjoyed my friend Chris Pavese’s letter to his son for his 13th birthday. Chris also published another letter from a mutual friend, Jake Taylor, to his own son on his 18th birthday, that I also enjoyed immensely.
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