11/20/15 – Friday’s Interest-ing Reads

  • Number-crunchers lift lid on investor choice (ft)
  • Eight charts that explain what is going on in the markets. (bloomberg)
  • A talk with Avi Lele CEO of Stockpile which is turning stock into a consumer product via gift cards. (tradestreaming)
  • This story from inside Yahoo’s executive ranks is crazy (Forbes)
  • How the Fed will raise rates. (blogs.wsj)
  • The housing market has a supply problem. (fortune)
  • Buffett’s Grandson Seeks Own Investment Route: Social Change (nytimes)
  • Who benefits from the boom in ETFs? (businessinsider)
  • Five stocks hedge fund managers are buying. (charlessizemore)
  • Two Gorgeous Spiral Galaxies Just Because (slate)
  • Donald Trump wants all US Muslims to be registered in a database. A reminder, this is the man leading the polls for the GOP for the last 6 months. (NBC News)
  • Selling Feelings (stratechery)
  • Local supernova 2 million years ago solves cosmic ray puzzle (newscientist)
  • 14 Predictions for 2016 from the Brightest Minds in Finance (LOL) (Bloomberg)
  • Money Manager Gundlach Says Buy India. Here’s How (bloomberg)
  • Shane Parrish talks with Chris Dixon of Andreessen Horowitz about why companies fail. (farnamstreetblog)
  • The CEO of AssetBuilder talks about how the company navigates the “robo-advisor” space. (tradestreaming)
  • Lessons learned from the Yale University endowment. (news.morningstar)
  • Goldman: Emerging Markets will accelerate next year (Bloomberg)
  • Vanguard isn’t sold on junk bond ETFs. (reuters)
  • The private markets are working the way they are supposed to. (qz)
  • Tyler Cowen talks with Cliff Asness on a wide-range of topics. (medium)
  • Concrete, yes concrete, is the basis for civilization. (gimletmedia)
  • Tara Lachapelle, “[Marissa] Mayer should take a cue from Tim Armstrong.” (bloomberg)
  • Dan Ariely, author of “The Honest Truth About Dishonesty: How We Lie to Everyone–Especially Ourselves”, “Talks at Google” about dating and relationships.* (youtube)
  • My Q&A with Robin Powell of The Evidence-Based Investor. (evidenceinvestor.co.uk)
  • The ETF Deathwatch for November 2015. (investwithanedge)
  • James Altucher talks with Kevin O’Leary of Shark Tank fame and author of ” Cold Hard Truth On Men, Women, and Money: 50 Common Money Mistakes and How to Fix Them.” (jamesaltucher)
  • Star Wars has already sold $50 million worth of tickets a month before its release (Wall Street Journal)
  • Ben Carlson on the “unrealistic and ill-informed expectations that set people back” (A Wealth Of Common Sense)
  • Ben Bernanke on bubbles, bitcoin, and why he’s not a Republican anymore (qz)
  • A nice interview with Ben Bernanke, author of “The Courage to Act: A Memoir of a Crisis and Its Aftermath.”* (wallstreetweek)
  • Barry Ritholtz talks with economist David Rosenberg of Gluskin Sheff. (ritholtz)
  • Even David Einhorn needs to check his assumptions. (valueandopportunity)
  • Podcast stalwart Gimlet Media is getting into the paid content business. (gimletmedia)
  • Is the Santa Claus Rally already underway? (Kimble Charting)
  • The origins of the word risk. (thereformedbroker)
  • Why consulting is a revolving door for MBAs. (bloomberg)
  • The problem with content aggregators. (priceactionlab)
  • Leveraged loan prices are in a free fall. (bloomberg)
  • Pros and cons: ETF vs. a basket of individual stocks. (monevator)
  • Sean McLaughlin talks with trend trader (and original Turtle Trader) Jerry Parker. (soundcloud)
  • Finland’s depression is the final indictment of Europe’s monetary union (telegraph.co.uk)
  • The problem with flat 200 day moving averages. (allstarcharts)
  • Investors selling bond ETFs as the odds of a December rate hike hit 68% (Bloomberg)
  • Belgium is a failed state: Brussels’ nest of radicalism is just one of the failings of a divided, dysfunctional country. (politico.eu)
  • Brian Koppelman talks with Jesse Itlzer author of “Living with a SEAL: 31 Days Training with the Toughest Man on the Planet.”* (slate)

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