This week’s links include Kennox’s founders on finding value in an upside-down world, a rare and in-depth interview with TSMC’s Morris Chang, Marcus Wallenberg on leadership, engaged ownership and landsgagneliga, Sprott’s uranium market outlook for 2025, “The Big Short” investors on lessons from the 2008 crash & today’s market, and Jack Schwager on the lessons learned from interviewing the world’s top traders.

• Hidden Forces: Finding value in an upside-down world (Charles Heenan & Geoff Legg).
• Acquired: TSMC founder Morris Chang.
• IMD: Interview with Marcus Wallenberg.
• Sprott Physical Uranium Trust: John Ciampaglia’s uranium market outlook for 2025.
• iConnections: “The Big Short” panel – lessons from the 2008 crash & today’s market.
• Excess Returns: Inside the minds of history’s best traders with Jack Schwager.