This week’s readings/links include a Discovery Channel documentary on FPT’s evolution into Vietnam’s national champion, an interview with Tan Sri Nazir Razak, David Baker on gold equities, Michael Weinberg discusses China’s economic challenges and commercial real estate in the US, and Atossa Araxia Abrahamian on the Medici Affair, the history of free trade zones, and […]

Happy weekend everyone! This week’s readings/links include Culper Research’s short report on Kaspi.kz, Richard Koo on China’s balance sheet recession, Richard Lawrence on the lessons from his journey building Overlook Investments, Nandan Nilekani on the creation of Aadhaar and his vision for India’s digital transformation, Joe Walker’s wide-ranging conversation with Nassim Taleb and Bloomberg on […]

This week’s readings/links include Real Vision’s interview with Shaun Hackett on the impact of weather cycles on commodity inflation, Matthew Ball on the stunning economics of OnlyFans, Founders Podcast on the story of the Nomad Investment Partnership, Joe Wiggins on why the primary goal for investors is survival, ARTnews on the uncertain future of Japan’s […]

This week’s readings/links include the New York Times on America’s tyranny of the penny, the Founders Podcast on the life and lessons of Li Lu, Goldman Sachs asks whether the Fed is behind the curve, the FT on the US college campus where there are no culture wars, Baker Steel on how AI and the […]

This week’s readings/links include Wendy Kopp on why younger generations need a norm-shift on early job choices, the J Curve podcast’s conversation with David Nangle (CEO of VEF) on investing in emerging markets, The Walrus on Moleskine mania, Jeremy Hosking on why Japan remains the best game in town, Packer & Co.’s open letter to […]

This week’s readings/links include a Q&A with Michael Pettis on the Chinese economy, a wide-ranging conversation with Mark Hart of Corriente Advisors, Bloomberg on China’s rapid build out of its nuclear power capacity, Django Davidson on the capital cycle approach, Ho Kwon Ping on his journey building the Banyan Group, East Rock Capital’s Adam Shapiro […]

This week’s readings/links include Money Maze Podcast’s conversation with Chris Wood, Graham Weaver on how to live your life at full power, the FT on the snag with Seoul’s push to end the “Korean Discount,” Dr. Devi Prasad Shetty on Narayana Health’s decision to enter the health insurance business, Pico Iyer on Japan and changing […]

This week’s readings/links include an interview with Melanie Perkins on her journey building Canva, Joe Wiggins revisits the conventional wisdom about investment managers having ‘skin in the game’, separate podcast interviews with Evan Tindell of Bireme Capital and Dan Rupp of Parkway Capital, Nikkei Asia on Japanese retail investors rallying around activism and Singapore’s recent […]