This month’s readings/links include a conversation with Bethany McLean on the fine line between frauds and visionaries, a wide-ranging interview with Marc Faber, the latest quarterly report from Arisaig Partners, Russell Clark on the risk that other food prices rise due to the Chinese pork supply shock and Morgan Housel on greed and fear, frugality and paranoia.
- Bethany McLean: Frauds and visionaries.
- The End Game: Interview with Marc Faber.
- Arisaig Partners: Q3 report.
- Russell Clark: Is China food inflation going to cause global food inflation?
- Morgan Housel: Greed and fear, frugality and paranoia.