Bubble 3.0: History’s Biggest Financial Bubble
Who Blew It and How to Protect Yourself When It Blows Apart. This is Bubble 3.0, the Fed’s latest Twilight Zone. As vast as space and as timeless as infinity.
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The One Percent Show with Vishal Khandelwal
This show is an open-ended exploration into the minds of the wisest people around to help us learn to think, invest, and live each day a little, as little as one percent, better."
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Webinars and Interviews of Yen Liow"
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When to sell a growth stock
This show discuss an amazing year in the U.S. stock market, why celebrity SPACs stink, the impact of mortgage rates on housing prices, Web3 communities and much more."
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How the Real Economy Gains — and Loses — with Better-informed Investors
Most Making corporate disclosures widely available definitely benefits investors and companies, but it could have unintended downsides.
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The Bond market in plain English
‘As a rule, any loan that had been turned into an acronym or abbreviation could more clearly be called a subprime loan, but the bond market didn’t want to be clear.’’ - Michael Lewis in The Big Short.
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What market share reveals about competitive advantage ?
Michael J. Mauboussin’s paper on understanding competitive advantage through Market Power. “There is no more important proposition in economic theory than that, under competition, the rate of return on investment tends”
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Investing Advice from 1937, Still Relevant Today
Fred C. Kelly wrote an almost weekly column for Barron’s from December 1936 to June 1937. It was well-timed. Kelly’s column offered some well-timed behavioral advice that happens to still be relevant today.
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Reflections on the Investing Process with Michael Mauboussin
“Most investors act as if their task is to figure out a stock’s value and then to compare that value to the price. Our approach reverses this mindset. We start with the only thing we know for sure — the price — and then assess what has to happen to realize an attractive return.”
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Thinking in Bets Annie Duke
Masterclass in decision making with Annie Duke
Risk Schmisk
Decision-making, Data & Poker
The Art of Decision-Making
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A Primer On Valuation
Most of the valuation models I see are two types: The discounted cash flow (DCF) model, and Forward relative valuation model. The key difference between these two models is how they estimate the terminal value.
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Will Thorndike - The Power of Long Holding Periods
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Bloomberg wealth: John Doerr
John Doerr, Kleiner Perkins chairman and author of ‘Speed and Scale,’ talks about his biggest investment wins and losses, how startups can succeed and fighting climate change
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Learning for Analysts & future Portfolio managers
Financial Shenanigans: How to detect accounting gimmicks & fraud in financial reports, 3rd edition
Since the early 1990s, Financial Shenanigans has been helping investors unearth deceptive financial reporting at the most critical time before they suffer major losses.
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My 30 Investments ‘lessons learned’
Sometimes in life you have to experience stuff yourself or watch others experience it up-close. The ‘negative’ lessons are impactful and I felt their importance viscerally and immediately as I experienced them in real-time.
It starts with Inflation
It Starts with Inflation: How Inflation, Interest Rates, Markets, and Economic Growth Relate to Each Other and What That Means for What’s Ahead
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