This week’s readings/links include a macro update from Platinum Asset Management, a SumZero manager roundtable discussing rare earth metals in the US-China trade war, a wide-ranging podcast episode with John Hempton, BlackRock and Hargreaves Lansdown on maintaining the edge in an evolving market and Marshall Auerback on why billionaires are so interested in space.

• Trade war dominates, distracts and detracts…: Macro update from Platinum Asset Management.
• SumZero manager roundtable: Rare earth metals in the US-China trade war.
• The world according to a maverick, beach-biding stock picker: Wide-ranging conversation with John Hempton.
• Maintaining the edge in an evolving market: Podcast episode with guests from BlackRock and Hargreaves Lansdown.
• Why are billionaires so interested in space?: The sense of urgency has shifted over the decades from government to the private sector.