Circle of Competence Issue #33
Current market cycle thoughts, China's stimulus, Yale invests in crypto, oil surges, Bruce Flatt talk at Google, Stripe profile, startup
Oct 13, 2018
Circle of Competence Issue #31
Noah Yuval Harari's "Homo Deus", Howard Mark's newest memo, Adventur.es' Amazon essay, Spacex's first private pass
Sep 29, 2018
Circle of Competence Issue #30
Tariffs, trade wars, psychology of asset bubbles, the cannabis bubble, air taxis, sports betting, e-sports, satellites, podcasts, startups,
Sep 21, 2018
Circle of Competence Issue #29
Cryptocurrency & Blockchain deep dive, Ray Dalio & Warren Buffett on 2008 crisis, self driving car effects, startup fundings, podcas
Sep 16, 2018
Circle Of Competence Issue #25
Carl Icahn activism update, solving India's trash problem, Munger's lollapalooza effect, Elliott Management activism, Waymo's au
Aug 31, 2018
