This week’s readings/links include a Q&A with Michael Pettis on the Chinese economy, a wide-ranging conversation with Mark Hart of Corriente Advisors, Bloomberg on China’s rapid build out of its nuclear power capacity, Django Davidson on the capital cycle approach, Ho Kwon Ping on his journey building the Banyan Group, East Rock Capital’s Adam Shapiro on identifying and betting on outlier talent, RIT Capital Partners’ half-yearly report to June 2024 and a breakthrough step toward revealing the hidden structure of prime numbers.

• The Market: “The world is not willing to absorb the overproduction coming out of China.”
• The Fort: Interview with Mark Hart of Corriente Advisors on how he predicted the ’08 housing market crash (and won big).
• BNN Bloomberg: China is rapidly building nuclear power plants as the rest of the world stalls.
• Hosking Partners: Django Davidson on the capital cycle approach.
• Yah Lah But Podcast: Conversation with Ho Kwon Ping, founder of Banyan Tree.
• Richer, Wiser, Happier: Betting billions on outlier talent w/ Adam Shapiro.
• RIT Capital Partners: Half-yearly report to June 2024.
• Science Magazine: ‘Sensational breakthrough’ marks step toward revealing hidden structure of prime numbers.