Bumper reading list this week. Enjoy!
- The $100 billion venture capital bomb: Softbank’s Masayoshi Son bets the Vision Fund — the biggest VC pool in history — on automation.
- The war for China’s wallet: Shaun Rein’s presentation at the FCC, Hong Kong.
- Deradicalisation schools: The Al-Hidayah Islamic Boarding School seeks to break the cycle of generational terrorism in Indonesia.
- The global asset bubble will burst: The only question is when, and how bad it will be.
- Jeremy Grantham memo: Bracing yourself for a possible near term melt-up.
- Learning to love Nehru: I used to think India’s first prime minister was embarrassingly westernized. Now I see that he was one of our great thinkers.
- To sate China’s demand, African donkeys are stolen and skinned: A gelatin made from donkey hides is prized as a traditional Chinese remedy. Now slaughterhouses have opened in Africa, and domestic animals are disappearing from villages.
- In conversation: John Cleese: The comedy legend on Monty Python’s legacy, political correctness, and the funniest joke he ever told.
- Hong Kong’s wealthy families prepare for generational shift: Economy defined by rent-seeking monopolies highlights resistance to change.
- Making China great again: As Donald Trump surrenders America’s global commitments, Xi Jinping is learning to pick up the pieces.