08/11/17 – Friday’s Interest-ing Reads

  •  The World Is Ending? Invest as If It Won’t (ritholtz)
  • Why a designer should be your first hire. (medium)
  • Netflix ($NFLX) is going to have to make more movies. (bloomberg)
  • Facebook ($FB) has a new home for original video programming. (techcrunch)
  • Tech needs more philosophy majors. (bigthink)
  • Quants are eating their own young. (thereformedbroker)
  • Michael: If this is 1929… (Irrelevant Investor)
  • Family offices are the new hot spot former PE peeps. (news.efinancialcareers)
  • Did Krugman Catch a Friedman Contradiction? (fee)
  • Why are movie theaters letting little kids into R-rated movies? (bloomberg)
  • Indiana Highway Gives "Black Eye" to Private Investment in Infrastructure (wsj)
  • Nobody hits the ground running. (m.signalvnoise)
  • Meb Faber talks with commodities expert Emil van Essen. (mebfaber)
  • Alt-Right Manufactures a New Enemy in Silicon Valley (nytimes)
  • Patrick O’Shaughnessy talks with Brad Stulberg, co-author of "Peak Performance: Elevate Your Game, Avoid Burnout and Thrive With the New Science of Success." (investorfieldguide)
  • Mean reversion happens on its own schedule. (mullooly)
  • Who Is Winning With the Fiduciary Rule? Wall Street (wsj)
  • Guy Raz talks with Jenn Hyman co-founder of Rent the Runway. (stitcher)
  • Venture investments are not "bets." (medium)
  • Catching up on a bunch of podcast all at once. (thewaiterspad)
  • Not surprisingly Chicago leads the Midwest as the "best startup city." (techcrunch)
  • Don’t look to markets to predict political events. (economist)
  • Can you overdiversify your portfolio? (blogs.wsj)
  • The North Korea Effect on Stocks (barrons)
  • Workers Say Tesla’s Trying to Scare Them Out of a Union (thedailybeast)
  • The Nork Wall of Worry (blogspot)
  • James Altucher talks with Jason Calacanis author of "Angel: How to Invest in Technology Startups–Timeless Advice from an Angel Investor Who Turned $100,000 into $100,000,000." (stitcher)
  • SumZero announced the second edition of the Gardening Leave Challenge, a large, multi-firm research initiative to get members on the sidelines directly in front of funds looking for new talent. (sumzero)
  • Why Snapchat’s Popularity Is Plateauing, and Its CEO Isn’t Happy (slate)
  • Russ Roberts talks with Tyler Cowen about his essay "Stubborn Attachments: A Vision for a Society Free, Prosperous, and Responsible Individuals." (econtalk)
  • How many content subscriptions is too many? (medium)
  • What Are Fund Flows Saying About Trends/Risks in Markets? (schwab)
  • A perfectly-timed photo of the space station and the moon puts human achievements in perspective (qz)
  • New Research: Things Millennials Are Killing, According to Twitter (brandwatch)
  • How 23andMe turned things around. (fastcompany)
  • How Freedom Made Us Rich: Int. with Deirdre McCloskey (reason)
  • Debt Ceiling Fight Is More Dangerous This Time (latimes)
  • Why a lower US dollar could start working its way into higher inflation (marketanthropology)
  • Stefano Ricci: Clothier To The Alpha Male, In The 0.001 Percent (nytimes)
  • Beneath Market Calm Are Signs of Growing Investor Caution (nytimes)
  • First It Was Arson, Then Crack, Now Whole Foods Invades Newark (nationalreview)
  • 5 Steps To Take In Jittery Markets (morningstar)
  • Shorts are focusing on movie theater stocks. (businessinsider)
  • We let the 2007 financial crisis go to waste (theguardian)
  • History Says Markets Are Resilient to Global Military Conflicts (usatoday)
  • Why Right’s Response to Google Memo Is Hypocritical (newrepublic)
  • Amazon, 200 Other S&P Companies In a Correction (cnbc)
  • Investing Short-Term When Stocks Are High? Imagine a Painful Drop (nytimes)
  • Proving age discrimination isn’t easy. (nytimes)
  • Investing with John Malone-related entities would have been a profitable one over the past decade. (bloomberg)
  • How Michael Dell Has Reinvented His Company to IBM’s Size (forbes)
  • Millennials are driving a $9 trillion change in investing (businessinsider)
  • U.S. Confidence in Economy Positive, but Near 2017 Low (gallup)
  • Russ Roberts talks with chef Alex Guarnaschelli about the economics of restaurants. (econtalk)
  • Ignore All-Knowing ‘Experts,’ A Rising CPI Isn’t Good for Stocks (imfcinc)
  • Forget What the Crowd Thinks, I Remain Manifestly Bearish (realclearmarkets)
  • Why quants are underperforming. (axios)
  • If It Were Easy to Figure This Market, We’d All Be Rich (marketwatch)
  • Here’s What Goldman Is Telling Big Money Clients About Bitcoin (Bloomberg)
  • Steven Soderbergh is back in the movie business with "Logan Lucky." (nytimes)
  • The number of Americans with multiple jobs is on the rise. (economistsview.typepad)
  • Mistakes You Might Be Making With Stock Investments (usatoday)
  • Snap reports tonight and needs to prove that it’s still a growth company (Recode)
  • Q2 Labor Productivity and Costs: We’re Not Very Impressed (realclear)
  • Why American teens don’t work Summer jobs anymore…they’re in school. (qz)
  • Walmart using tech to fight back against Amazon…and it’s working (Business Insider)
  • West Virginia’s Scheme to Save Coal w/Your Money (realclearmarkets)
  • What is Goldman Sachs ($GS) going to do with a 217 foot yacht? (wsj)
  • Nobody really knows what to do about the decline in movie ticket sales. (wsj)
  • Rich Hamptons Buyers Aren’t In the Market for Mega-Mansions (bloomberg)
  • Can We Talk About Debt Limit Without Talking Default? (marketwatch)
  • The time to prepare for an acquisition is Day 1. (thinkgrowth)
  • Decade After Crisis’s First Tremor, Ready for Another? (brookings)
  • Zuckerberg was panicking before the Facebook IPO, almost cancelled it (Business Insider)
  • How to Stop Gentrification That’s Killing U.S. Cities (newrepublic)
  • Full-time entrepreneurism isn’t for everyone. (medium)
  • Do investors prefer "rigid" coins? (marginalrevolution)
  • Why everyone should write…everyone. (collaborativefund)
  • Hedge funds are hanging their hats on being the bastion of ‘price discovery.’ (bloomberg)
  • There are no oversold conditions anywhere. (allstarcharts)
  • Casper Mattress has celebrated its 3rd birthday. What comes next? (fastcompany)
  • Restaurants Are the New Factories (theatlantic)
  • It’s boom time for cryptocurrency hedge funds. (medium)
  • Trading bonds for bond index funds requires professionals with patience. (vanguardinstitutionalblog)
  • Why the floodgates to podcasting advertising may be ready to open. (chenmarkcapital)
  • Silicon Valley Pushes Wrong Kind of Universal Basic Income (bloomberg)
  • 3-2-1 On Econ. Growth: Hope For 3, Plan For 2, Pray It Isn’t 1 (forbes)
  • Three arguments against the rise of indexing. (beta.morningstar)
  • How to signal your valuation aspirations. (avc)
  • IBM ($IBM) rarely passes up an opportunity to hype ‘Watson.’ (gizmodo)
  • What are the odds of another ‘quant quake’? (extractalpha)
  • One-Size-Fits-All Approach to Troubled Banks Doesn’t Work (bloomberg)
  • Two big publicly traded owners of single family homes are merging. (nytimes)
  • Harry Stebbings talks with Brian Armstrong founder of Coinbase. (thetwentyminutevc)
  • 5 Respected Investors Worried About Market Right Now (fool)
  • Time Is Running Out to Avoid War With North Korea (marketwatch)
  • Some Business Lessons From the ‘Ole Miss Football Scandal (inc)
  • Lessons learned about how investors should ask founders questions. (tim.blog)
  • One Chart: The Richest Men In History (marketwatch)
  • There are no "right answers" in investing. (pensionpartners)
  • Is the Breakaway of the Top One Percent Really a Problem? (economics21)
  • Three days that helped create the modern world as we know it. (bloomberg)
  • ‘Fear Gauge’ Skyrockets as Tensions Rise With North Korea (nytimes)
  • Perfect timing. Hardcore History looks at the age of nuclear weapons. (dancarlin)
  • As N. Korean Tensions Rise, How Stocks Reacted to Past Crises (cnbc)
  • Stock Bulls Ultimately Can’t Ignore the Junk Bond Slump (bloomberg)
  • When Cash Is King (silverlightinvest)
  • It’s Facebook’s ($FB) world. Startups are just living in it. (wsj)
  • Bond bubbles don’t pop, they deflate. (bloomberg)
  • The cable bundle is doomed. (theatlantic)
  • There’s Still Too Much Risk in the Financial System (bloomberg)
  • What to do with stocks if the U.S. and North Korea go to war (marketwatch)
  • Streaming comedy service, Seeso, to shut down. (variety)
  • How Investors Should Ready for Pivot Points (pimco)
  • Why bubbles are so hard to resist. (theirrelevantinvestor)
  • Brett McKay talks with Michael Gurian, about his latest book "Saving Our Sons: A New Path for Raising Healthy and Resilient Boys." (artofmanliness)
  • How Women Can Improve Their Retirement Income Literacy (usatoday)
  • Crash Risk Hiding In Plain Sight (ft)
  • The Global Economy Remains Insufficiently Vibrant (realclearmarkets)
  • The best (and worst) performing sectors of 2017. (visualcapitalist)
  • Rhetoric aside, investment in American infrastructure is on the decline. (economist)
  •  Rosé Is Seeing Explosive Growth as Its Summer Rival, Beer, Goes Flat (bloomberg)
  • Why raise money you don’t need? (blog.parse.ly)
  • Weekly initial unemployment claims are still trending at low levels. (calculatedriskblog)
  • 10 open questions worth pondering. (awealthofcommonsense)
  • Founders should set aside more equity for their team. (hunterwalk)
  • Lack of ‘dumb money’ and volatility makes quant strategies stumble (Bloomberg)
  • Q2 was an historically good earning season. (bloomberg)
  • As Boeing Goes, So Goes the Stock Market of Today (nytimes)
  • Is The World Getting Dumber? (themoneyillusion)
  • Wait for fear to subside before jumping back in. (twitter)
  • Ted Seides talks CIOs with Kip McDaniel CCO of Institutional Investor. (capitalallocatorspodcast)
  • Angel investing is about more than wealth accumulation. (pointsandfigures)
  • Fidelity is supporting cryptocurrencies via Coinbase. (reuters)
  • A talk with Peter Frankopan author of "The Silk Roads: A New History of the World" about big societal changes. (bigthink)

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