The following list includes resources (articles, letters, podcasts, videos) I have recently come across and that I believe help better understand (current) market or industry dynamics or general investment frameworks:
Aswath Damodaran’s response to Citrini’s “2028 GLOBAL INTELLIGENCE CRISIS“ report (X thread)
Invest Like the Best Episode with John Arnold “The World's Greatest Energy Trader on Markets, China, and AI“
The Guardian: Weight-loss jab could be made for $3 a month, study finds
Polen Capital: AI’s Second Act: From Suppliers to “Appliers”
Great tweet on how Netflix’s economics may change during the age of AI
Podcast with Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
Chit Chat Money podcast episode (@ccmbrett) on everything Nintendo with Leandro from Best Anchor Stocks
If you’re interested in if you are interested in PE or Life Insurance, watch this episode by Steve Eisman:
Interview with monday.com’s CEO Eran Zinman:
I like this type of post.