This week’s readings / links include a conversation with Seth Masters (formerly with Alliance Bernstein), the 4Q 2017 newsletter from Benjamin Koh (Lighthouse Advisors), the latest piece from James Montier (GMO), an interview with Kishore Mahbubani and Hubert Horan on whether Uber can ever deliver.

• Investment polymath: A conversation with Seth Masters, formerly with Alliance Bernstein.
• Q4 2017 newsletter: Update from Benjamin Koh of Lighthouse Advisors.
• The advent of a cynical bubble: Latest piece from James Montier (GMO).
• China’s rise and America’s myopia: An interview with Kishore Mahbubani.
• Can Uber ever deliver?: Interesting piece from Hubert Horan.