Readings/content links for the week include a Tim Ferriss interview with Michael Dell, the FT on Toshiba’s upcoming strategic review, Ben Aris provides some context for the current European gas crisis, Cameco’s Grant Isaac shares his outlook for the nuclear industry, Platinum Asset Management on the history of money and its role in the modern world and Michael Pettis on what the Evergrande meltdown means for China.
- The Tim Ferriss Show: Michael Dell, founder of Dell – how to play nice but win.
- Financial Times: Toshiba heads for showdown with restive investors.
- bne IntelliNews: How a V-shaped market and ageing pipes and fields sent gas prices soaring.
- Grant Isaac: Fundamentals of the nuclear industry, the current market and Cameco’s strategy for long-term value creation (register to watch).
- Platinum Asset Management: The history of money and its role in the modern world.
- Michael Pettis: What does Evergrande meltdown mean for China?