December 29, 2019
2019 lessons learned + 2020 predictions, Jeff Gundlach on the US economy, spotting tech bubbles, growth investing, Amazon's free cash flow, and more.
December 22, 2019
George Soros on financial markets and reflexivity, Stanley Druckenmiller on monetary policy and politics, adventur.es' 2019 letter, online dating, and more.
December 15, 2019
Boomers + millennials moving to cities, Thoma Bravo profile, history of interest rates, recession indicators, open letter to Jack Dorsey, and more.
December 8, 2019
The future of American malls, oil drilling, investing in African public markets, investing in China, venture capital Q3 2019, solar development guide, and more.
December 1, 2019
WeWork Lollapalooza, Business Vault, John Malone on the cable industry, Kyle Bass on China, 6 reasons higher education needs to be disrupted, and more.
Thanks for your interest in Circle of Competence. For more information, drop me a line and let's connect.