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 DIC Museum (Oasis Management is a major shareholder in DIC Corp).

• Real Vision: Unveiling the impact of weather cycles on commodity inflation.
• Matthew Ball: Breaking down OnlyFans’ stunning economics.
• Founders Podcast: How Nick Sleep and Qais Zakaria built their radically unconventional investment partnership (from the book Richer, Wiser, Happier).
• Behavioural Investment: Investors must survive.
• ARTnews: The future of Japan’s DIC Museum’s collection, including seven Rothko ‘Seagram Murals,’ is in doubt.