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Easy Money

Howard Marks oaktreecapital.com

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On Bubble Watch

Howard Marks oaktreecapital.com

Sea Change

Howard Marks oaktreecapital.com

What's Priced Into Markets

David Cervantes pinebrookcap.com

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Finance as culture

John Luttig luttig.substack.com

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More Money Than God

Sebastian Mallaby

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Minsky Moments in Venture Capital

Abraham Thomas pivotal.substack.com

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A Man for All Markets: Beating the Odds, from Las Vegas to Wall Street

Edward O. Thorp

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The Bill Gurley Chronicles: Part I

Macro Ops macroops.substack.com

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