This week’s readings/links include David Webb on the Trump Dump, an interview with Hiroshi Mikitani (founder and CEO of Rakuten), Goldman Sachs’ Hugh Lawson on how climate change is changing asset management, a conversation with Grant Williams (co-founder of Real Vision) and a look at how Sri Lanka’s arrack coconut spirit went upmarket.

• The Trump Dump: War-gaming the next move against China.
• Hiroshi Mikitani: Alain Elkann interviews the founder and CEO of Rakuten.
• Hugh Lawson: The head of ESG and impact investing at Goldman on how climate change is changing asset management.
• Jay Kim Show: Conversation with Grant Williams, editor of Things That Make You Go Hmmm and co-founder of Real Vision (transcript here).
• How Sri Lanka’s arrack coconut spirit went upmarket: Taking the spirit global.