Sublime

What I'm digging into this week... -Warren Buffett and Greg Abel talk Japan on Squawk Pod -Jeremy Grantham on TIP -@chriswmayer talks 100 Baggers -Charles Ellis on The Loser's Game -Tom Gayner chats with @WilliamGreen72 Sources below

Brad Kaellner x.com

Exposing the Titans of Capital with Peter Phillips - Macro N Cheese

macroncheese.captivate.fm

Just a moment...

theideasletter.org

The Future Is Asian: Commerce, Conflict, and Culture in the 21st Century

Parag Khanna

amazon.com

Cover of The Future Is Asian: Commerce, Conflict, and Culture in the 21st Century

The Dismantling of India: In 35 Portraits

TJS George

amazon.com

Cover of The Dismantling of India: In 35 Portraits

China expert Victor Shih @vshih2 breaks down how the party-state works 00:00:00 – How the Politburo makes decisions 00:21:54 – Xi’s right hand man in charge of AGI/DeepSeek 00:46:22 – Local government debt crisis 00:50:47 – BYD, CATL, & financial... See more

Dwarkesh Patel x.com

P

Patrick O'Shaughnessy

@patrickoshaughnessy-6ce8

third-party data, research, reports, articles, websites, reviews, press, and social media.

Martina Lauchengco • Loved: How to Rethink Marketing for Tech Products (Silicon Valley Product Group)

proquest.com