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Sea Change

Howard Marks oaktreecapital.com

Strong opinions, weakly held, are a cheap call option on information.

Byrne Hobart • The Startling Convexity of Expertise

Internal prediction market

Tyler Cowen • Why don't more businesses use prediction markets? - Marginal REVOLUTION

When Tailwinds Vanish

luttig.substack.com luttig.substack.com

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T. Justin Dodd, CFA

Portfolio Manager

Link

The man whose software ate the world

Antonio García Martínez thepullrequest.com

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The Bill Gurley Chronicles: Part I

Macro Ops macroops.substack.com

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Friday

Marc Milstein • The Age-Proof Brain

Easy Money

Howard Marks oaktreecapital.com

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