This week’s readings/links include David Webb’s presentation on facilitating shareholder activism in Asia, the New Yorker on how TikTok holds our attention, Platinum’s latest macro overview and market outlook, an interview with Hussain Elius (the CEO and co-founder of Pathao) and Gordo Byrn’s notes from attending the two-day program at Nassim Taleb’s Real World Risk Institute.

• Facilitating shareholder activism in Asia: David Webb’s presentation at the PNB Corporate Summit 2019 in Kuala Lumpur.
• How TikTok holds our attention: On the popular short-video app, young people are churning through images and sounds at warp speed, repurposing reality into ironic, bite-size content.
• Platinum’s macro overview and market outlook: Markets already priced for recession on trade and political uncertainty.
• Jay Kim Show: Transcript of interview with Hussain Elius, CEO and co-founder of Pathao.
• Gordo Byrn: Considering wealth at the Real World Risk Institute (you can find the digital version of his cleaned up notes here).