Oaktree Insights: Rising Risks Call for a Tactical Approach to Global Credit Investing (LINK)
Inflated Bond Ratings Helped Spur the Financial Crisis. They're Back. ($) (LINK)
Muddy Waters Research's latest short report, on Burford Capital Ltd. (LINK)
A Framework for Moderation - by Ben Thompson (LINK)
The Long View Podcast: Bill Nygren (LINK)
Y Combinator Podcast: Russ Roberts (LINK)
Talking Points Podcast: Hospitality Icon Danny Meyer (LINK)
"Blue Sky Metropolis," a documentary mini-series on the untold story of how aerospace was central to the growth of California and its emergence as an economic power. [H/T @AlexRubalcava] (LINK)