This week’s best investing news:
Memo from Howard Marks: The Folly of Certainty (Oaktree)
Todd Combs on Charlie Munger’s Legacy || Q&A Transcript (2024) (Kingswell)
Neglecting Equilibrium (Verdad)
Mohnish Pabrai’s Session with Rotary Bangalore DownTown (MP)
The Magnificent 7: Which Stocks Are The Most Fundamentally Sound? (Validea)
Cliff Asness – The Smoothing Effect (Banrion Capital)
Ray Dalio makes the case for gold as the precious metal hits new record high (CNBC)
GMO – Explaining Strong Returns in the Face of Value Headwinds (GMO)
Human Being in the Age of AI (Ep Theory)
Bill Gates on AI, Elon Musk & Why 2050 Climate Goals Still Possible (Bloomberg)
Makes You Think (Collab Fund)
When Rebalancing Creates Higher Returns—and When It Doesn’t (Morningstar)
Off the Beaten Path (Humble Dollar)
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