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 of rekindling dormant ties and Tribeca’s Ben Cleary on gold, tankers and uranium.
- Conversation with Savio Kwan: Alibaba’s ex-President and COO on navigating through SARS.
- The Big China Short: How an army of investigators and short-sellers got the world to wake up and smell the fraud.
- David Webb: COVID-19 – where do we go from here? He was also interviewed on Backchat.
- Greg Miller: Tanker stocks could emerge as COVID-19 relapse hedge. Also see this recent conversation with Frontline CEO Robert Hvide Macleod.
- Adam Grant: Rekindling dormant ties can bring unexpected benefits to our lives.
- Ben Cleary: Gold, tankers, uranium.
On a slightly different note, it was recently Kevin Kelly’s 68th birthday and, to mark the occasion, he shared 68 pithy bits of unsolicited advice. It’s a really great read. Have a good long weekend ahead!