This week’s readings/links include a podcast interview with John Hempton of Bronte Capital, Dan Rasmussen of Verdad Advisors questions the value private equity firms are applying to their energy holdings, Bill Winters of Standard Chartered on navigating global change and disruption, a look at how complex structured products sold in South Korea could roil global markets and a Q&A on the coronavirus with Julie Parsonnet, a leading infectious disease specialist at Stanford University.

• John Hempton: Central banks aren’t the answer to coronavirus.
• The mystery of the profitable energy marks: An industry gadfly questions the value private-equity firms are applying to energy holdings.
• Domain expertise as a source of innovation: Bill Winters of Standard Chartered (video link here).
• How complex structured products sold in South Korea could roil global markets: Russell Clark of Horseman Capital has also written about this topic, calling Korea and the KOSPI 200 the spiritual home of autocallables.
• Q&A on the coronavirus: Transcript of webinar with Julie Parsonnet, a leading infectious disease specialist at Stanford University.