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Member News and Reading Inspiration

November 26, 2022

Dear members,

Latticework 2022 is coming up!

This flagship MOI Global member event will be held at the Yale Club of New York City on December 13.

View the preliminary agenda.

Secure one of the last remaining seats.

Have a wonderful week.

John

Member Events

This section lists selected offline events. Reply for details.

  • London Member Dinner, hosted by Alex Gilchrist (Dec. 7, 2022)

  • Zurich Member Dinner, hosted by John Mihaljevic (Dec. 8, 2022)

  • Latticework 2022, The Yale Club of New York City (Dec. 13, 2022)

  • Miami Member Dinner, hosted by Pedro Zuloaga (Jan. 24, 2023)

  • Best Ideas Omaha 2023, Omaha, Nebraska (May 5, 2023)

  • The Zurich Project 2023, Zurich, Switzerland (Jun. 6-8, 2023)

11 Articles We Are Reading This Week

  1. Weak yen - Noah Smith

  2. Exemplars - Ravi Nagarajan

  3. Tracking history - Roger Lowenstein

  4. Changing world - Rex Woodbury

  5. Apple investment - Kalani Scarrott

  6. Buffett the hustler - Frederik Gieschen

  7. Investor education - Stephen Clapham

  8. What really matters - Howard Marks

  9. St. Petersburg paradox - Taylor Pearson

  10. Africa's coming century - Howard French

  11. FTX and effective altruism - Erik Hoel

Letters, Presentations, Writeups..

Industry Insights: crude oil | housing in Singapore

Quote We Are Contemplating This Week

"The only reason people do not know much is because they do not care much. They are incurious. Incuriosity is the oddest and most foolish failing there is." —Stephen Fry

5 Podcasts We Are Listening to This Week

  1. TWIII - Elliot, Phil, John reflect on the FTX debacle and crypto

  2. Odd Lots - Jim Chanos on tech and the golden age of fraud

  3. Plain English - Matthew Belloni on Bob Iger, SBF, Elon Musk

  4. MacroVoices - Mike Green on the economics of the war cycle

  5. Capital Allocators - Frank Brosens on Taconic Capital's culture

5 Videos We Are Watching This Week