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 […]

This week’s readings/links include the BBC on Japan’s victory in its ‘war’ on floppy disks, Discerene Group on the special relativity of investment horizons, the WSJ on 7-Eleven’s strategy shift, John Elkann on the In Good Company podcast, Sylvia Yu Friedman’s interview with Jonathan Shih of Keyrock Capital and Oasis Management’s latest campaign to improve […]

This week’s readings/links include a NYT profile of Liu Thai Ker, AmCham HK in conversation with Kin Chan on the future of Hong Kong, Pangolin Fund’s May 2024 newsletter, Hosking Partners looks at the capital cycle dynamics for copper and Governance for Stakeholders on the launch of Corporate Monitor, a non-profit set up to encourage […]

This week’s readings/links include a conversation with Tatsuyoshi Saijo on the future design framework, stock picks from the recent Sohn Hong Kong conference, the BBC revisits the Bre-X story, Jason Zweig on what we can learn from Ben Graham that still matters and Maria Ressa and Nishant Lalwani on the case for supporting independent, public-interest […]

This week’s readings/links include Baker Steel Capital on the prospects for gold mining stocks, Alex Edmans discusses his new book “May Contain Lies”, The Japan Times on the hidden billions in Tokyo real estate luring activist hedge funds, Joe Studwell on industrial policy lessons for the US, state capacity, and corporate culture, Bethany McLean’s looks […]