Weekend Reading Links 9/08/17

Weekend Reading Links 9/08/17


For those of you who had enjoyed the weekend reading links, (and there were a couple of you out there) sorry for the summer break.  I stopped when we took our Disney vacation in the beginning of June and ended up taking the rest of the summer off.  I tried to play more golf (not well), spend time with the kids, and getting some projects done around the house.

I thought for a while there I may not start the links back up.  Even just posting links to other people’s work was time consuming and I thought I may have better uses for my time.  This week, however, changed my mind.  I read some great articles where I thought “if I were still doing links, I would have to add this one.”  So I took that as a sign to get it back up and running…for the time being anyway.  If you want to see more of this type of thing, let me know.

Here are the articles and podcasts I found interesting enough to start the reading links up again:


Howard Marks’s Chairman memo – Yet Again?

Jesse Livermore (@Jesse_Livermore) Philosophical Economics – Profit Margins, Bayes’ Theorem, and the Dangers of Overconfidence

Meredith Jones (@MJ_Meredith_J) MJ Alternative Research – Pith in the Wind

Morgan Housel (@morganhousel) Collaborative Fund – Overcoming our Demons



While the length of the ads and lead-ins are starting to kill me, the Tim Ferris (@tferriss) podcast with Nick Szabo(@NickSzabo4), co-hosted with Naval Ravikant (@Naval) is excellent – The Quiet Master of Cryptocurrency

The Meb Faber (@MebFaber) podcast with Corey Hoffstein (@choffstein) was excellent.  It is not too often I hear new ideas or new ways of explaining the investing landscape but that is what I got from this one – Risk Cannot be Destroyed, Only Transformed

Patrick O’Shaughnessy (@patrick_oshag) celebrated 1 year of the podcast by chatting up the Ritholtz gang.  Joshua Brown (@reformedbroker) Barry Ritholtz (@ritholtz) and Michael Batnick (@michaelbatnick) were great riffing off of one another.  Team Ritholtz – The Wu Tang Clan of Finance



I’m almost done with Gary Kasperov’s (@Kasparov63) new book Deep Thinking.  Anyone interested in chess and artificial intelligence will appreciate it.  Garry is open, honest, and unapologetic in his views, but also so smart and insightful.  Below is a great quote.

“Lastly on talent, don’t tell me hard work can be more important than talent.  This is a handy platitude for motivating our kids to stydy or practice piano, but as I wrote 10 years ago in ‘How Life Imitates Chess’ hard work is a talent”

Finally, I could not end without wishing the best for all my friends down in Texas, Florida, the Caribbean islands.  I hope you all stay safe and wish you a speedy recovery.