Readings/content links include Calderwood Capital’s popular delusions newsletter, an interview with John Hempton of Bronte Capital, Greg Miller’s update on the IMO 2020 thesis, the AFR revisits the rise and fall of Nathan Tinkler and David Rubenstein’s conversation with Dawn Fitzpatrick of Soros Fund Management.
- Calderwood Capital: Popular delusions newsletter (May 2022). Includes an interview with the CFO of NuScale Power.
- Inside the Rope: David Clark interviews John Hempton.
- Greg Miller: Ship fuel enters uncharted territory as prices hit new wartime peak.
- AFR: The corporate collapse of the 2010s – from billionaire to bankrupt.
- Bloomberg Wealth with David Rubenstein: Conversation with Soros Fund Management’s Dawn Fitzpatrick.