Reading/content links include Palliser Capital’s presentation on unlocking value at Keisei Electric Railway, John Hathaway on gold and the debt bubble, Ed Conway and Jonathan Maxwell on living in a material world, a podcast on optimizing the risk exposure of your portfolio, James Montier’s deep dive into Japan and Scottish Oriental’s essay on not investing.
- Palliser Capital: Presentation made to 13D Monitor Conference: “Keisei Electric Railway – a unique opportunity to unlock value and catalyze growth.”
- John Hathaway: Gold and the debt bubble.
- Cliveden Literary Festival: Ed Conway and Jonathan Maxwell on living in a material world.
- All Else Equal podcast: How risky should your retirement savings be?
- GMO: Japan – the land of rising profits.
- Scottish Oriental: An essay on not investing.