“If a man empties his purse into his head, no man can take it away from him. An investment in knowledge always pays the best interest.” - Ben Franklin

Circle of Competence Issue #57

Lack of viable alternatives in higher education, synthetic biology primer, Ray Dalio on fixing capitalism, Austrian vs. Keynesian economics,

Apr 14, 2019

Thoughts on free trade and capitalism, Howard Marks' memo, robot reporters, Buffett on share repurchases, fusion energy, Clayton Homes C

Feb 9, 2019

John Malone media lecture, Dell goes public, Worldy Philosophers book review, market cycles update, China update, Seth Klarman letter, podca

Dec 28, 2018

(Motley) Foolish wisdom, Grantham on climate change, Tom Gayner on investing, Icahn's $DVMT litigation, Ray Dalio on debt crises, podcas

Nov 11, 2018

Current market cycle thoughts, China's stimulus, Yale invests in crypto, oil surges, Bruce Flatt talk at Google, Stripe profile, startup

Oct 13, 2018

Psychology of buying a house, Adventur.es investor letter, private credit explained, quantum computing, China hack, Masa Son's fund, pod

Oct 6, 2018

Tariffs, trade wars, psychology of asset bubbles, the cannabis bubble, air taxis, sports betting, e-sports, satellites, podcasts, startups,

Sep 21, 2018

Investor Discussion with Nathan Reid, Tesla going private, a new mental model for investing, podcasts on renewable energy & innovation,

Aug 12, 2018

Oil & Gas Activism, Plastic Pollution, The Rise Of E-Sports, Brookfield's Rise, How JD.com Transformed China, New Capital Raises, P

Aug 5, 2018

Mohnish Pabrai, Visionary vs. Optimizer CEOs, Yield Curve, Tax Cuts, Carl Icahn's SandRidge Activism, and more.

Jun 30, 2018

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