02/26/16 – Friday’s Interest-ing Reads

  • Michael Covel talks with Philip Tetlock author of “Superforecasting: The Art and Science of Prediction.”* (trendfollowing)
  • What hedge funds get right. (awealthofcommonsense)
  • What does Apple ($AAPL) think when its look at Tesla ($TSLA)? (aboveavalon)
  • Some thoughts on movie pricing. (arnoldkling)
  • There has been a “mild uptick” in P2P delinquency rates. (ftalphaville.ft)
  • Investors got bearish fast this time around. (joefahmy)
  • Barry Ritholtz talks with Saru Jarayaraman about the state of the dining industry. (ritholtz)
  • The upside of falling stock prices. (pragcap)
  • How to check how much memory your Chrome browser is using up. (qz)
  • The ideal temperature for sleep is 65 F. (wsj)
  • James Altucher talks with Turney Duff author of “The Buy Side: A Wall Street Trader’s Tale of Spectacular Excess.”* (jamesaltucher)
  • Q4 GDP was revised down to 1.0%. (crossingwallstreet)
  • A.O. Scott talks about his new book “Better Living Through Criticism.” (slate)
  • A talk with Ben Michcaelis author of “Your Next Big Thing: Ten Small Steps to Get Moving and Get Happy.”* (theartofcharm)
  • A talk about open and closed societies with Alec Ross, author of the new book “The Industries of the Future.” (a16z)
  • Clay Shirky author of “Little Rice: Smartphones, Xiaomi and the Chinese Dream and The Industries of the Future” on the opportunities and challenges of doing business in China.* (a16z)
  • There are three ways to outperform the market, none of which are easy. (news.morningstar)
  • Podcast advertising is still tiny. (wsj)
  • Tyler Cowen sites down for a talk with Nate Silver of FiveThirtyEight.com. (medium)
  • Do you really need to pay your taxes? Um…yeah. (npr)
  • Peter Kafka talks with Adrian Wojnarowski about The Vertical and why basketball is perfect for the web. (recode)
  • A look at those traders that made a killing going long on ABS at the depth of the financial crisis. (bloomberg)
  • Look for a rebound in GDP in Q1. (capitalspectator)
  • The case for flexible asset allocation funds. (bloomberg)
  • Cheap to expensive: emerging, developed, US. (mebfaber)
  • Why small endowment funds are doing well to avoid the Yale model. (nytimes)
  • Is WhatsApp worth 19 Instagrams? (bloomberg)
  • The fight over HFT has little to do with small investors. (bloombergview)
  • A wide-ranging discussion with Paul Graham founder of Y Combinator. (themacro)



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