06/19/15 – Friday Interest-ing Reads

  • Why fintech won’t kill the big banks. (economist)
  • Poor liquidity is here to stay. (ftalphaville.ft)
  • Manhattan home listed at $120 may break the all-time record (MarketWatch)
  • Scott Alvarez is the power behind the throne at the Fed, and he’s now under the spotlight (Bloomberg)
  • This California decision could put the sharing economy at risk. (fortune)
  • Predicting bear markets is fun but not useful. (awealthofcommonsense)
  • Marc Maron talks with “comedy nerd” Judd Apatow. (wtfpod)
  • Barry Ritholtz talks with Richard Thaler, author of “Misbehaving: The Making of Behavioral Economics.”* (ritholtz)
  • This Year Is Headed for the Hottest on Record, by a Long Shot: Hottest May, hottest five months. It’s a scorcher. (bloomberg)
  • Sean McLaughlin talks with Greg Harmon about options trading. (blog.stocktwits)
  • Oil Buyer’s Guide (newsletters.briefs.blpprofessional)
  • Rising rates and sector performance (Invesco)
  • Barry Ritholtz talks with Scott Galloway about digital marketing. (bloombergview)
  • A redacted version of the June 2015 FOMC Statement. (alephblog)
  • A look at the slow motion boom in podcasting. (nytimes)
  • Buzzfeed’s new app focuses on straight up news. (fortune)
  • Is inflation finally creeping higher? (crossingwallstreet)
  • Is Airbnb worth more than Marriott ($MAR)? (wsj)
  • ‘Goodfellas,’ 25 Years On: Cast Members Reminisce (nytimes)
  • Can an algorithm do a better job at hiring? (ft)
  • Mobile rules: micro-location is coming. (a16z)
  • Why the Oil Rally May Well Be Over (oilprice)
  • On the power of the pre-installed app. (macworld)
  • Plenty of European countries do fine without the Euro, Greece can as well. (bloombergview)
  • Podcasting Blossoms, but in Slow Motion (nytimes)
  • Two ways to trade Greece. (humblestudentofthemarkets.blogspot)
  • Today’s new lenders are a familiar bunch of hedge funds, ETFs and oh year, Goldman Sachs ($GS). (ft)
  • Memo to Bond Market From Fed: You Were Right on Interest Rates (bloomberg)
  • A look at merger arb ETPs. (news.morningstar)
  • Roben Farzad talks the economics of microbreweries. (soundcloud)
  • The closed-end fund universe is shrinking. (news.morningstar)
  • John Authers, “Being a small fund manager on its own does not guarantee results — but the high conviction and specialisation of small boutiques means they have a good chance of beating their benchmarks.” (ft)
  • Greg Harmon on the S&P 500: Facts over opinions (Dragonfly Capital)
  • Memo to Fed: Let the Economy Overheat (wsj)
  • A profile of Marc Maron of WTF fame. (theguardian)
  • When industry valuations get out of whack. (mebfaber)
  • The ETF Deathwatch for June 2015. (investwithanedge)
  • Massive in-depth look at the Kremlinology at Bloomberg News (Politico)
  • Why financial advisors can’t ignore the robo-advisor competition. (belayadvisor)
  • Twitter’s “Project Lightning” aims to make the service even more of a ground zero for important events and breaking news (Fortune)
  • Drone Startups Grab Record Cash as Kleiner, FF Venture Seek Wins (bloomberg)
  • BAML’s Hartnett: ‘Risk Has Been Reset Big Time’ (MoneyBeat)
  • A Fearless Culture Fuels U.S. Tech Giants (nytimes)
  • A coffee addict’s guide to the universe (washingtonpost)
  • Goldman Sachs ($GS) interns have a Midnight curfew. (reuters)
  • High Tech, Fantasy Accounting (New York Times)
  • Yanis Varoufakis: For my next stunt… (Yanis Varoufakis)
  • A discussion with Ashlee Vance author of “Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future.” (longform)
  • Ric Dillon talks about the thinking behind the Diamond Hill Valuation-Weighted 500 ETF ($DHVW). (etfstore)
  • Ralph Vince talks position sizing. (bettersystemtrader)
  • Why you should ignore the “Buffett indicator.” (valueplays)
  • China’s stock market can consolidate without crashing. (marketanthropology)
  • James Osborne talks with Ben Carlson author of “A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan.”* (basonasset)
  • Jack Bogle’s Great Insight (news.morningstar)
  • Why Do Analysts So Rarely Drop Their Long-Term Commodity Price Forecasts? (pieria.co.uk)
  • Britain’s labor market is heating up. (economist)

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