09/02/16 – Friday’s Interest-ing Reads

  • A bounce in volatility is coming, the problem is no one knows when or why. (managed-futures-blog.attaincapital)
  • Today’s must-read is Ben Hunt on the Fed’s magical thinking. So goddamn good. (Epsilon Theory)
  • • Indexing Is Capitalism at Its Best (bloomberg)
  • 10 things Ben learned about money in his 30’s (A Wealth Of Common Sense)
  • On the parallels between markets and religion (Religion Dispatches)
  • The world’s biggest hedge fund expects a bust in China (Business Insider)
  • We tend to overestimate how happy we’ll be in a new environment. (qz)
  • Shane Parrish talks with Pedro Domingos on AI and machine learning. (theknowledgeproject.libsyn)
  • Does the world really need another Apple ($AAPL) social network? (macworld)
  • Meb Faber talks with Michael Philbrick, Adam Butler, and Rodrigo Gordillo about asset allocation. (mebfaber)
  • • Apple’s little-known (and somewhat unsexy) secret to success: Supply chain (recode)
  • Barry: The health of the US bank system has been way underreported (Bloomberg View)
  • Muni bond CEF discounts are likely done narrowing. (blogs.barrons)
  •  No Signs of Complacency at Vanguard (beta.morningstar)
  • • The Most Impressive State for Clean Energy? It’s Iowa. Really! (slate)
  • What Seinfeld can teach us about economics. Tracy Alloway and Joe Weisenthal talk with Prof. Alan Grant proprietor of "The Economics of Seinfeld" site. (bloomberg)
  • The August NFP was somewhat disappointing. (calculatedriskblog)
  • • Magical misery tour. Visits to Europe’s nastiest spots are becoming popular (economist)
  • Dan Gilbert tells us why we are bad at predicting our happiness. (pca.st)
  • On the difference between being and doing. (jonathanclements)
  • Barry Ritholtz talks with Bill McBride of Calculated Risk fame. (soundcloud)
  • • 3.7-billion-year-old fossils may be the oldest signs of life on Earth (washingtonpost)
  • James Altucher talks with Caleb Carr about "The Alienist" and his new book "Surrender, New York." (jamesaltucher)
  • Apple isn’t turning into a services company. (aboveavalon)
  • Jack Ma, Rejected for Job at KFC, Buys Piece of It Instead (MoneyBeat)
  • Will Amazon kill FedEx? The new BusinessWeek cover story is great (BusinessWeek)
  • A comprehensive market (chart) update. (shortsideoflong)
  • Why every portfolio needs a ‘pressure valve.’ (awealthofcommonsense)
  • Why the financial media is "toxic." (evidenceinvestor.co.uk)
  • Passive and rules-based funds will eventually get 60% of the market. We’re halfway there. (Mutual Fund Observer)
  • Investors poured a net of $28.5 billion into U.S.-listed ETFs in August—the second-strongest month this year (ETF.com)
  • Brett McKay talks with Rorke Denver author of "Worth Dying For: A Navy SEAL’s Call to Action" about what it takes to become a Navy Seal. (artofmanliness)
  • • Ten Open Questions for the Techno-Optimist (digitopoly)
  • We are late in the credit cycle. (alephblog)
  • • Life got better for pretty much everyone under Obama (washingtonpost)
  • Larry Swedroe has a new book on evidence-based investing coming out, great interview here (Evidence Based Investor)
  • The New York Times publishes a one-word news story and its the greatest thing ever (NYT)
  • Overcoming behavioral biases with mindfulness. (cfainstitute)
  • The September Mutual Fund Observer commentary is up with a look at how to get a ‘certificate in ETF punditry.’ (mutualfundobserver)
  • If buybacks are over, what comes next? (thefelderreport)
  • Roben Farzad talks with Guy Spier author of "The Education of a Value Investor." (itunes.apple)
  • Manufacturing jobs now require more skills than before. (wsj)
  • a16z takes a financial journalist to school re: evaluating VC performance (a16z)
  • • A Global Field Guide to Sausages: From Merguez to Chorizo (wsj)

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