Tuesday, March 24, 2020

Links

Oaktree Relative Value Conversation with Howard Marks, Armen Panossian, Madelaine Jones and Justin Guichard (video) (LINK)

Seth Klarman Sees Bargains, Baupost Seeks More Capital During Chaos (LINK)

A Simple Investing Playbook for the ‘Great Cessation’ - by Jason Zweig ($) (LINK)

OSAM Update: Blizzard, Winter, or Ice Age (LINK)

Compaq and Coronavirus - by Ben Thompson (LINK)

Denmark Has a Message for America: ‘Do More—Fast!’ (LINK)

Ryan Holiday: "Stillness is the Key" | Talks at Google (video) (LINK)

NPR Short Wave Podcast: Why Is The Coronavirus So Good At Spreading? [w/ Ed Yong] (LINK)

10 Things You Should Know About WWII [H/T @wolfejosh] (LINK)