April 30, 2020
Personal update and intellectual humility.
April 19, 2020
Signal vs. Noise, Jeff Bezos' 2019 annual letter, Howard Marks' memo, med device industry breakdown, COVID-19 effects on higher education, SpaceX human launch.
April 11, 2020
Will Durant on Christ's historic impact, Fundsmith's annual meeting, lecture on ergodicity, UBS' real estate outlook in 2020, Howard Marks' latest memo.
April 5, 2020
SoftBanks makes moves, Lilium takes flight, Luckin Coffee and lies, Howard Marks memo, the great unwinding of startups, Ray Dalio on the world order, and more.
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