Readings/content links include Goehring & Rozencwajg’s Q3 2022 market commentary, a conversation with Shawn Hackett on how changes in weather and weather volatility affects the economy and investors, notes from the 2022 Graham & Dodd annual breakfast with Todd Combs, Kevin Williams on his visit to electric car manufacturer VinFast’s headquarters in Vietnam and a wide-ranging interview with Timothy Daniels (CEO of Tiger 21).
- G&R: Why won’t energy companies drill?
- Top Traders Unplugged: The era of weather volatility ft. Shawn Hackett.
- Investment Management Insights: Notes from the Graham & Dodd Annual Breakfast 2022.
- Kevin Williams: The VinFast VF8 is simply not ready for America.
- Success Story Podcast: Interview with Timothy Daniels.