Readings/content links include an interview with Tribeca’s Ben Cleary, the Muddy Waters team on the implosion of Archegos Capital Management, Li Lu on value investing in China, the WSJ on China’s digital currency (paywall) and Kenny Arnott on asymmetric investing.

• Boom! Goes the commodity cycle: Q&A with Tribeca’s Ben Cleary on the decarbonization impact on the commodity sector (shares a few ideas in uranium, gold and hydrogen).
• Real Vision: The Muddy Waters team on the implosion of Archegos Capital Management. 
• Value investing in China: Li Lu in conversation with Bruce Greenwald at the 13th annual Columbia China Business Conference.
• WSJ: China creates its own digital currency, a first for major economy (paywall).
• Inside the Rope with David Clark: Interview with Kenny Arnott.