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

January 3, 2018 | Mawer Print

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.


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