Sublime
An inspiration engine for ideas
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 Kaellnerx.comExposing the Titans of Capital with Peter Phillips - Macro N Cheese
macroncheese.captivate.fmJust a moment...
theideasletter.org


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 Patelx.comPatrick O'Shaughnessy
@patrickoshaughnessy-6ce8
third-party data, research, reports, articles, websites, reviews, press, and social media.