This week’s readings/links include a Tim Ferriss conversation with Graham Duncan of East Rock Capital, GMO’s latest white paper on total factor productivity growth, a fireside chat series with James Simons, ACGA’s 2018 Asia-Pacific corporate governance report (in collaboration with CLSA) and how the US is making Southeast Asia’s drug war worse.

• Talent is the best asset class: Tim Ferriss interviews Graham Duncan.
• Total factor productivity growth: Totally fictitious pretentious garbage.
• Math, money and making a difference: Fireside chat series with James Simons.
• CG Watch 2018: Hard decisions.
• Stop funding Southeast Asia’s brutal drug war: Little pink meth pills are becoming more popular in the region than heroin or even marijuana. The United States is making the crisis worse.