Defensive Decision Making: What IS Best v. What LOOKS Best (LINK)
Balance Is Underrated - by Sean Iddings (LINK)
How One Family Built $8 Billion Startup Far From Silicon Valley (LINK)
The Experience Economy - by Ben Thompson (LINK)
Inside John Malone’s World ($ Barron's) (LINK)
Productivity Growth II: Can the U.S. Economy Stay Airborne Without It? - by Frank Martin (LINK)
Marathon's Richards Has a Recession Warning for Overleveraged Companies (video) [H/T @valueshadow] (LINK)
Has the “Everything Bubble” begun to deflate everything? (LINK)
Be Afraid of Economic ‘Bigness.’ Be Very Afraid. - by Tim Wu (LINK)
Related book (just released): The Curse of Bigness: Antitrust in the New Gilded AgeRay Dalio on the Masters in Business podcast (LINK)
Ray Dalio reflects on today’s great powers and how they will handle their deep-seated differences (LINK)
Inside Bill Browder’s War Against Putin (LINK)