07/14/17 – Friday’s Interest-ing Reads

  • Patrick O’Shaughnessy talks with Jerry Neumann about power laws and VC. (investorfieldguide)
  • Policy Mistakes and Global Conflict Loom as Market Risks (realclear)
  • Are Facebook and Google the New Monopolies? (bloomberg)
  • Stock Market Tsunami Siren Sounds a False Alarm? (blogspot)
  • Meb Faber talks with Jack Vogel co-author of "Quantitative Momentum." (mebfaber)
  • There’s No Money In Monetary Policy at the Moment (realclearmarkets)
  • Apple Is Bullying Stock Market Investors (marketwatch)
  • How Tyler Cowen gets so much writing done. (writingroutines)
  • As a Guru, Ayn Rand May Have Limits. Ask Travis Kalanick. (nytimes)
  • Joe Weisenthal and Tracy Alloway talk with Joe Peta, a former Lehman Brothers trader, and the author of "Trading Bases." (bloomberg)
  • Can Japanese bloggers help combat high fund fees? (reuters)
  • "India-focused hedge funds were up 24% in the first half, according to Hedge Fund Research Inc., better than funds focused on any other single strategy or country." (wsj)
  • You Want to Keep Your Brain Sharp? Delay Your Retirement (marketwatch)
  • Brian Koppelman talks R.E.M. with Alton Brown. (slate)
  • What does a ‘trading edge’ look like? (seeitmarket)
  • 9 Simple Ways To Make More Money In Your Current Job (forbes)
  • Low-vol stocks are having a bad Summer. (capitalspectator)
  • A Disturbing Trend Of Deterioration (knowledgeleaderscapital)
  • People Saying There’s a Bubble in ETFs Are Making Little Sense (bloomberg)
  • A Really Sweet Retirement Club Paid for by You, but Not for You (realclearinvestigations)
  • Michael Covel talks with Prof. Andrew Lo is author of “Adaptive Markets: Financial Evolution at the Speed of Thought.” (trendfollowingradio)
  • Jordan Harbinger talks with David Buss about his book "The Evolution of Desire: Strategies of Human Mating." (theartofcharm)
  • Big Mac Index: The Dollar Still Looks Dear (economist)
  • What is Liberty Global Latin America ($LILAK) and why is John Malone buying more of it? (sumzero)
  • Happy Birthday to Jack Kemp, A True Agent of Econ. Change (forbes)
  • Khe Hy talks with Srinivas Rao author of "Unmistakable: Why Only Is Better Than Best." (radreads.co)
  • Too Crowded? Nine Stocks Investors Love Too Much (investopedia)
  • Elizabeth Warren Begs Janet Yellen to Go After Wells Fargo (cnn)
  • Harry Stebbings talks with Kim Scott author of "Radical Candor." (thetwentyminutevc)
  • Podcast pros listen to episodes at 2-3x. (wsj)
  • It’s not great being David Einhorn these days. (wsj)
  • Roku is coming public. (wsj)
  • Brett McKay talks with Steve Hinshaw author of "The ADHD Explosion." (artofmanliness)
  • Barry Ritholtz talks with Duff McDonald author of "The Golden Passport" about the influence of HBS and McKinsey. (ritholtz)
  • Yes, Virginia, You Can Reduce Taxes and Deficits at the Same Time (investors)
  • ‘Living Drug’ That Fights Cancer By Harnessing Immune System Clears Key Hurdle (npr)
  • Ten rules for catching a bottom. (theirrelevantinvestor)
  •  F.D.A. Panel Recommends Approval for Gene-Altering Leukemia Treatment (nytimes)
  • Podchaser, an “IMDb for podcasts,” is trying to improve podcast discovery. (niemanlab)
  • This Is Nuts. When’s The Crash? (ft)
  • On the negative effects of fund flows and performance. (institutionalinvestor)
  • It’s a Dangerous Time to Be a Bad Chief Executive (wapo)
  • Crisis In Connecticut: Another Corporate Giant Flees (cnbc)
  • Speculating on Where the Real Market Froth Resides (schwab)
  • Mr. Fries Man reveals a world of home chef entrepreneurs (marketplace)
  • Philip Cross, "Canada learned nothing from recent hard lessons in the U.S. and Europe." (business.financialpost)
  • Social Security’s Finances Are Out, and They Look Very Sick (forbes)
  • Sam Harris talks with Kevin Kelly author of "The Inevitable" about AI. (samharris)
  • New S.E.C. Chairman Pledges to Look After Ordinary Investors (nytimes)
  • What Robert Mueller Learned From His Prosecution of Enron (nytimes)
  • Ted Seides talks with Tom Russo of Gardner Russo & Gardner about value investing. (capitalallocatorspodcast)
  • Big Airlines Look to Bring Protectionism to the Skies (reason)
  • ETFs and Mutual Funds Square Off in the Post-Fiduciary-Rule World (wsj)
  • A Good Place for Bad People to Stash Their Money (theatlantic)
  • Rooftop Solar Is No Match for Crony Capitalism (bloomberg)
  • What We Learned Yesterday When Yellen Came to the House (arcdigital)
  • Abolition of the Senate’s Byrd Rule Is Long Overdue (realclearmarkets)
  • New Lloyd, Same Goldman (bloomberg)
  • Money, blockchains, and social scalability (unenumerated.blogspot)
  • Three things Warren Buffett did to become a great persuader. (inc)
  • The iPhone 8 rumor season is in full bloom. (daringfireball)
  • These are the best science podcasts. (popsci)
  • Vanguard is the Amazon ($AMZN) of asset management. (silverlightinvest)
  • Where your Twitter ($TWTR) trolls like a badge of honor. (thefelderreport)
  • Chemical stocks are kickin *ss. (allstarcharts)
  • The Major Wildcard That Could Send Oil To $120 (oilprice)
  • The index fund as a great modern invention. (evidenceinvestor.co.uk)
  • Warren Buffett doesn’t care for hedge fund managers…except for his own. (fool)

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