This week’s readings/links: The coming disruption: Scott Galloway predicts a handful of elite cyborg universities will soon monopolize higher education. Interesting read; deliberately provocative for sure, but I think he is directionally right in terms of some of his arguments and predictions. While different models can and will coexist, some existing ones will certainly need […]

This week’s readings/links: Are buybacks good for long-term shareholder value?: Evidence from buybacks around the world. I have only fuzzy memories of discussing the nature and persistence of buyback anomalies during a finance class back when I was at business school. If I recall correctly, the existing literature at the time was focused only on […]

This week’s readings/links include Platinum Asset Management on their bear market playbook, Cheah Cheng Hye’s webinar on the investment impacts of COVID-19, a UxC interview with Galymzhan Pirmatov (the CEO of NAC Kazatomprom), Paul Tudor Jones & Lorenzo Giorgianni on the great monetary inflation, and the World Gold Council on gold demand trends for Q1 […]

This week’s readings/links include a conversation with Savio Kwan, Alibaba’s ex-President and COO, on navigating through SARS, Eli Binder on the work behind the Luckin Coffee short, David Webb on COVID-19 and where we go from here, Greg Miller on how tanker stocks could emerge as a COVID-19 relapse hedge, Adam Grant on the benefit […]

This week’s readings/links include Fred Hickey on why this is the perfect environment for gold, a wide-ranging conversation with Malcolm Turnbull, an interview with Grant Williams, Izabella Kaminska on the mystery (revived) of the United States Oil Fund and Greg Miller with an update on the tanker market. Fred Hickey: This is the perfect environment […]

This week’s readings/links include an interview with Stephen Diggle, Charlie Munger on why the phone is not ringing off the hook, a follow-up discussion with Harris Kupperman on oil tankers, Gerard Minack on how the coronavirus crisis will change investment strategy, a Tim Ferriss conversation with Jane Goodall and Marc Andreessen on why it’s time […]

This week’s readings/links include Patrick Ghali of Sussex Partners on where his firm currently sees opportunities in Japan, Horseman Capital’s Russell Clark on junk in the trunk, interviews with Hugo De Stoop (CEO of Euronav) and Jason Hsu (founder & CIO of Rayliant Global Advisors) and Nadjeschda Taranczewski on the role of source in organizations. […]

This week’s readings/links include Jonathan Tepper on how Covid-19 has exposed our financial fragility, Antipodes Partners on identifying opportunities in a crisis, an interview with Jim Grant, Harris Kupperman talking tankers with RealVision and Carson Block on short selling in the time of coronavirus. Jonathan Tepper: Covid-19 has exposed our financial fragility. Antipodes Partners: Identifying […]

Bumper reading list this week. Stay safe everyone! Gordo Byrn: Corona to do – write a letter to your future financial self. Paul Tustain: Our broken financial system. Ashmore Group: Assessing the EM policy reaction-function in the context of a COVID-19 induced recession. Nassim Nicholas Taleb: Corporate socialism – the government is bailing out investors & managers […]

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 […]