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Member News and Reading Inspiration

November 19, 2022

Dear members,

I am delighted to share with you the preliminary agenda of Latticework 2022, to be held at the Yale Club of New York City on December 13.

A small number of seats remains available to members.

Warmly,

John

Member Events

This new 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. Role of luck - Ravi Nagarajan

  2. Taiwan crisis - Dexter Filkins

  3. Crypto mess - Roger Lowenstein

  4. Love, work, play - Pedro Zuloaga

  5. Stockholm notes - Chris Mayer

  6. Operating models - Mike Puangmalai

  7. China's challenges - Ray Dalio

  8. Inflation protection - Michael Fritzell

  9. Story of two crashes - Rohit Krishnan

  10. Germany's economy - Viresh Kanabar

  11. Bad incentive schemes - Javier Perez Alvarez

Letters, Presentations, Writeups..

Industry Insights: credit markets | crude oil | health systems | semis

Quote We Are Contemplating This Week

"Doing nothing is better than being busy doing nothing." —Lao Tzu

5 Podcasts We Are Listening to This Week

  1. Meb Faber - Eugene Fama on the Fed, inflation, efficient markets

  2. Squawk Pod - Charlie Munger on the collapse of crypto, and more

  3. Business Brew - Craig Moffett on the telecommunications industry

  4. Knowledge Project - Tobi Lütke on founders v. professional managers

  5. Investing by the Books - Derek Lidow on his book, The Entrepreneurs

5 Videos We Are Watching This Week

CNBC's David Faber sits down exclusively with Liberty Media Chairman John Malone to discuss his outlook for streamers as competition grows for content, sports rights, and more.