(Not) boring finds for this week – January 3, 2018

To kick off the new year we’ve started with some duly needed market apprehension from Howard Marks; a searing look into big tech; a more nuanced understanding of what motivates Russia; and were reminded how in this new era of storytelling, narratives can, and do, shape the economy.

Finanz und Wirtschaft – Nobody knows what will happen

Howard Marks, co-founder of Oaktree Capital, gives a great interview on valuations, ETFs, central banks, and more.

And, for a recommended read within a recommended read, check out a related article from Schroders about potential effects of quantitative tightening in the U.S.

 L2 Gartner – It's time: break up big tech – (video, 33 min)

A passionate argument from Scott Galloway (author of The Four: the hidden DNA of Amazon, Apple, Facebook, and Google) for why we should break big tech’s influence—“because we’re capitalists.”

The Atlantic – What Putin really wants

Peer through a long-read telescope into the political heart of Russia.

Collaborative Fund – The greatest story ever told: how narratives shape the economy, and why our ability to tell stories is changing

A narrative illustrating how narratives continue to shape everything. Also, a compelling argument for rethinking how we think about investing.

Post your comment


No one has commented on this page yet.

Stay curious

Subscribe to receive our latest insights through our weekly blog and quarterly update.