Readings/content links include Ruffer’s approach to protecting against tail risks in the market, a wide-ranging interview with Seth Klarman, the latest in the Toshiba saga, a Q&A with the new US assistant secretary for nuclear energy and Lars Barstad on Frontline, tankers and oil markets.
- Ruffer: Winning by not losing – protection strategies (transcript here).
- Seth Klarman: Opportunities and pitfalls for investors in 2022.
- CorpGov: Toshiba fails governance litmus test again with opposition to own director slate.
- World Nuclear News: The priorities of the USA’s new assistant secretary for nuclear energy.
- Lars Barstad: Frontline, tankers and oil markets.