This week’s links include Horizon Kinetics’ Q1 2025 market commentary, Jim Grant and Evan Lorenz in conversation with First Eagle’s Matthew McLennan, an interview with Ennismore’s Richard Stuckey, WNN on China’s approval of ten new nuclear reactors, Robert Skidelsky revisits Keynes’ bancor proposal and FT Alphaville on the asset-liability mismatch of Taiwanese life insurers.
- Horizon Kinetics: Q1 2025 commentary.
- Grant’s Current Yield Podcast: Price as your guide with special guest Matthew McLennan.
- Killik & Co: Interview with Richard Stuckey, Ennismore Global Equity.
- World Nuclear News: Ten new reactors approved in China.
- Robert Skidelsky: Could John Maynard Keynes fix Trump’s tariff crisis?
- FT Alphaville: Uh-oh, the Taiwanese dollar is having a mad one.