10/06/17 – Friday’s Interest-ing Reads

  • Tim Ferriss talks mindfulness with Chef Eric Ripert. (tim.blog)
  • A look at a Bitcoin valuation indicator. (bloomberg)
  • We have passed peak activist investor. (bloomberg)
  • There are really two different Monty Hall problems. (ft)
  • Notes from the 11th annual Great Investors Best Ideas (GIBI) Dallas Investment Symposium. (marketfolly)
  • Would giving SDRs a digital life increase their use? (wsj)
  • 3 Reasons For FAs To Embrace UN Sustainable Development Goals (FA-MAG)
  • Corporate Sustainability Must Give Way To Corporate Responsibility (Tech Crunch)
  • George Pearkes talks with Michelle Leder or footnoted.org fame. (overcast.fm)
  • Notes from the Sohn San Francisco Investment Conference 2017. (marketfolly)
  • Special Report: The bankrupt utility behind Puerto Rico’s power crisis (reuters)
  • A talk with three independent sports journalists. (art19)
  • When looked at this way the rise in shorter term Treasury yields is quite dramatic. (crossingwallstreet)
  • Barry Ritholtz talks with Ranji Nagaswami CEO of Hirtle Callaghan an outsourced CIO firm. (ritholtz)
  • What would a blockchain-native business look like (cnbc)
  • Crummy queso. Not so hot stock. (cnbc)
  • Institutional investors are increasingly likely to back ‘reputable’ activists. (institutionalinvestor)
  • Meb Faber talks bonds with Jeffrey Sherman of Doubleline Capital. (mebfaber)
  • http://www.ussif.org/esg (ussif)
  • The case for Applied Materials ($AMAT) stock. (barrons)
  • Cullen Roche, "You need the bad days to remind you that the good days are good." (pragcap)
  • Sustainable Investments Are Not Always What They Seem (Stanford Social Innovation Review)
  • On the difference between sincerity and authenticity. (mobile.nytimes)
  • Hong Kong’s stock market trades at 13x earnings. (wsj)
  • Mick Mulvaney: On Second Thought, Budget Deficits Are Awesome (slate)
  • Cardiff Garicia talks with professor Dan Drezner author of "The Ideas Industry." (ftalphaville.ft)
  • Joe Weisenthal and Tracy Alloway talk with Steven Abrahams, the co-founder and CEO of Milepost Capital Management about the state of sell-side research. (bloomberg)
  • JC Parets talks markets with Jason Goepfert of Sentimentrader.com. (technicalanalysisradio)
  • Why do US stocks consistently outvalue European stocks? (thereformedbroker)
  • "The ICO craze certainly appears to entail a departure from reasonable values." (economist)
  • Podcasts are the new bedtime story. (nytimes)
  • MSCI Launches ESG Factor Indices As Demand Grows (Fund Strategy)
  • Hudson Yards is the new Midtown for financial firms. (institutionalinvestor)
  • All manner of asset classes are at new highs. (bloomberg)
  • The Caisse de dépôt et placement du Québec is not afraid to go direct. (wsj)
  • Costco ($COST) is upping its home delivery game. (wsj)
  • There is a big difference between good advice and effective advice. (awealthofcommonsense)
  • Companies That Perform Best Don’t Pay CEOs The Most (WSJ)
  • It takes a long time horizon to get attractive risk/return ratios. (dpegan)
  • Simulating The Bodily Pain Of Future Climate Change (NPR)
  • Why crypto-tokens matters. Chris Dixon talks with Coinbase co-founder Fred Ehrsam. (avc)
  • The upside of podcasting: its harder to troll. (hotpodnews)
  • Finra’s own portfolio has been a laggard. (wsj)
  • This High-Tech Vertical Farm Promises Whole Foods Quality At Walmart Prices (Bloomberg)
  • ESG: Don’t Let Perfect Be The Enemy of Good (Abnormal Returns)
  • Puerto Rico’s Economic Disaster Was Made in Washington (bloomberg)
  • The market for ICOs is filled with conflicts-of-interest. (dealbreaker)
  • Nobel Prize for LIGO: How a new era of astronomy will ride on gravitational waves (csmonitor)
  • Jobs fell in September due to hurricanes but the unemployment rate fell. (calculatedriskblog)
  • Michael Covel talks with Scott Galloway author of "The Four: The Hidden DNA of Amazon, Apple, Google and Facebook." (trendfollowingradio)
  • The SNB is stuck between a rock and a hard place. (wsj)
  • Three tips from an NPR producer on how to make a better podcast. (okdork)
  • Notes from the Next Wave Sohn San Francisco Conference 2017. (marketfolly)
  • Cybersecurity Becoming Big ESG Concern (Pension & Investments)
  • The Challenges Of Passive ESG Investment (Pension Experts)
  • Apple’s Tim Cook Barnstorms For ‘Moral Responsibility’ (Nytimes)
  • Apple and Qualcomm’s Billion-Dollar War Over an $18 Part (bloomberg)
  • Nine Out Of The Top 10 Largest U.S. Asset Managers Are Now Active In Impact Investing (Impact Alpha)

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