Scanning for answers to a pandemic - by Bill Gates (LINK)
David Tepper says this is the second-most overvalued stock market he’s ever seen, behind only ’99 (LINK)
Druckenmiller Says Risk-Reward in Stocks Is Worst He’s Seen (LINK)
Daniel Yergin at The Economic Club of New York (video) (LINK)
Related book (September release): The New Map: Energy, Climate, and the Clash of Nations
BIS paper: US dollar funding markets during the Covid-19 crisis - the money market fund turmoil (LINK)
BIS paper: US dollar funding markets during the Covid-19 crisis - the international dimension (LINK)
Dithering and Open Versus Free - by Ben Thompson (LINK)
Steven Kiel interviews Harris Kupperman as well as Calvin Froedge about the opportunity in tankers.
Steve Vafier with the investment case for Stitch Fix (video) (LINK)
Invest Like the Best Podcast: Tobi Lutke – Building a Modern Business (LINK)
Acquired Podcast: Adapting Episode 3: Intel (LINK)
TC's Chartcast Podcast: #25: Josh Wolfe (LINK)
Against the Rules with Michael Lewis (podcast): Don’t Be Good – Be Great (LINK)
Hope, Through History Podcast: 4 | The Cuban Missile Crisis (LINK)
Eat Rat, Make New Body: Easy Stuff for Pythons - by Carl Zimmer (LINK)
Book of the day (released yesterday): No Rules Rules: Netflix and the Culture of Reinvention - by Reed Hastings and Erin Meyer