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Member News and Reading Inspiration

July 18, 2021

Dear members,

Sessions from MOI Global's Meet-the-Author Summer Forum 2021 are now available for your enjoyment.

My colleague Alex Gilchrist hosted most of the authors, and I believe he engaged them wonderfully to get to the essence of their books.

Please note: We are taking a summer break and will be back with our next email on August 7th.

Best wishes,

John

MOI Global - Selected Highlights

We had the pleasure of speaking with fellow member and former hedge fund manager Marc Rubinstein, author of Net Interest.

Ted Seides discussed his book, Capital Allocators: How the World’s Elite Managers Lead and Invest, at MOI Global’s Meet-the-Author Summer Forum 2021.

We are delighted to share a conversation with Robert Mullin, general partner and portfolio manager of Marathon Resource Advisors.

Quote We Are Contemplating This Week

"The mind is sharper and keener in seclusion and uninterrupted solitude. No big laboratory is needed in which to think. Originality thrives free of outside influences beating upon us to cripple the creative mind." —Nikola Tesla

11 Articles We Are Reading This Week

  1. Too smart - Morgan Housel

  2. Private army - Simon Shuster

  3. Myth of panic - Tanner Greer

  4. Mystery seeds - Chris Heath

  5. Labor shortage - Roger Lowenstein

  6. Invisible money - Jason Zweig

  7. Mistaken identity - Ravi Nagarajan

  8. Disclosure dilemma - Aswath Damodaran

  9. Dealing with mistakes - Frederik Neckar

  10. Cuban economic crisis - Noah Smith

  11. Young, dumb, and broke - Gloria Liu

Letters, Presentations, Writeups...

Image of the Week: Junk-Bond Yields Minus CPI

5 Podcasts We Are Listening to This Week

  1. Infinite Loops - Dan Rasmussen discusses investing during crises

  2. The Long View - David Herro talks pandemic bargain-hunting

  3. Capital Allocators - David Rubenstein on the journey of Carlyle

  4. Knowledge Project - Danny Meyer talks hospitality and humanity

  5. Invest Like the Best - David Sacks on operating a SaaS startup

5 Videos We Are Watching This Week

Tweet of the Week