10/09/15 – Friday’s Interest-ing Reads

  • A conversation with Philip Tetlock co-author of “Superforecasting: The Art and Science of Prediction.”* (knowledge.wharton.upenn.edu)
  • Reel-to-reel tape is the new vinyl (theverge)
  • Why you shouldn’t expect your hedge fund to outperform the stock market. (wallstreetpit)
  • Are companies being reckless in buying back their shares? (investorfieldguide)
  • ETF statistics for September 2015. (investwithanedge)
  • Why the House GOP is such a shitshow (Vox)
  • Is the case for precious metals just a “load of nonsense”? (marketwatch)
  • Oh look, Hillary is a Wall Street reformer now. Someone tell her daughter, son in law, Bob Rubin, Lloyd Blankfein and her entire donor base (Bloomberg View)
  • Math isn’t about computation it is about problem-solving. (ft)
  • Advisers Are Pitching Direct Lending As An Asset Class (climateerinvest.blogspot)
  • 60 Minutes goes into the world of self-driving cars. (cbsnews)
  • Four reasons why global market correlations are so high. (ft)
  • U.S. Consumers Splurged with Gas Savings After All, Study Finds (blogs.wsj)
  • Should companies be wary of offloading all their data needs to Amazon ($AMZN) Web Services? (readwrite)
  • Pretty excited that ‘Fargo’ is back on Monday (The Atlantic)
  • Why Donald Trump Will Always Be a “Short-Fingered Vulgarian” (vanityfair)
  • Annual stock market returns are not normally distributed. (theirrelevantinvestor.wordpress)
  • What’s in a Boarding Pass Barcode? A Lot (krebsonsecurity)
  • The Fed has outsourced some of its tightening. (econbrowser)
  • A very meta podcast about what makes for a good podcast. (a16z)
  • Everything you need to understand about the dollar’s impact on markets and the economy (Financial Times)
  • Steven Levitt of Freakonmics fame asks “what is big data?” (youtube)
  • Knowledge alone is not enough to change bad financial behavior. (awealthofcommonsense)
  • The risk of various target-date mutual funds varies widely across managers. (statisticalideas.blogspot)
  • Should alternative lenders hold their own loans? (medium)
  • Why everybody knows CEOs are overpaid, but nothing happens (theconversation)
  • Alex Rampell talks about the burgeoning fintech scene. (a16z)
  • Ferarri’s $12 billion IPO on the NYSE should be interesting (Bloomberg)
  • Why podcasts have such terrible ads. (vox)
  • Why high frequency traders cancel so many orders. (bloombergview)
  • Economics has a unreplicability problem…among other things. (stumblingandmumbling.typepad)
  • A lecture on the nature of price from John Burbank of Passport Capital. (youtube)
  • The only way to beat the market is buy stuff no one else wants. (news.morningstar)
  • A Q3 check-in shows the economy proceeding as predicted. (calculatedriskblog)
  • Global stocks follow through on US rally (MarketWatch)
  • Everybody Loves Raymond creator Phil Rosenthal talks with Brian Koppelman about writing and food. (slate)
  • “Mutual funds’ share of corporate bond ownership has increased sharply in recent years, while dealers’ share has declined substantially.” (libertystreeteconomics.newyorkfed)
  • How to Smartly Invest in Shadow Banking (blogs.barrons)
  • Why Comedians Love the Mets: From Jerry Seinfeld to Jon Stewart, the second fiddle of New York baseball could fill a dugout with A-List comics—ones who love to embrace suffering (wsj)
  • Five things Tim Ferriss did to become a better investor (including a big reading list). (fourhourworkweek)
  • Eric Jackson and Horace Deidu talk about Apple ($AAPL) and the potential disruption of cars and TV. (asymco)
  • On the difference between risk and perceived risk. Michael Covel talks with Paul Slovic. (trendfollowing.libsyn)
  • Trump calls former President George W. Bush ‘a disaster’ (foxnews)
  • How much capital do you need to trade for a living? (adamhgrimes)
  • Microsoft’s Collapse and Facebook’s Mobile Domination in Two Charts (recode)
  • Creativity requires a willingness to embarrass yourself. (qz)
  • Bill Gross is still mad at Pimco. (bloombergview)
  • A Zweig Breadth Thrust Signal has been triggered. (quantifiableedges)
  • Cliff Asness of AQR Capital with some quick hits on the quant world. (valuewalk)

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