Weekend Reads - Aug 17, 2024

Picking the Hill for Your Snowball; Known, unknown and Unknowable risks; Factors and Taxes; The Addiction Economy; The Upside of Getting Dumped; and more...

• Picking the Hill for Your Snowball (Eagle Point Capital)

• KuU - Known, unknown and Unknowable risks (Disciplined Systematic Global Macro Views)

• Factors and Taxes (Alpha Architect)

• The Addiction Economy (Napkin Math)

• Nixed: The Upside of Getting Dumped (Research Affiliates)

• So You Want to Start a Trading Business (Robot Wealth)

• The Sorry State of Retail Investor Portfolios (Klement on Investing)

• Successful Investing in a Disrupted World ft. Aswath Damodaran (🎧 Top Traders Unplugged)

• Challenging Conventional Investing Beliefs with Meb Faber (🎧 Excess Returns)

• The Cockroach Portfolio (Market Sentiment)

• A Mean Reversion Strategy from First Principles Thinking (Quant Trading Rules)

• This Michael Mauboussin Masterclass Can Make You A Better Investor (📺 The Meb Faber Show)

• Rory Sutherland – Are We Now Too Impatient to Be Intelligent? (📺 Nudgestock)

• Don't Run a Country Like a Company (📺 Amit Varma)

• Factor Decay, August Volatility & Transaction Costs (📺 Alpha Architect)

• A Deeper Understanding of Vertical Spreads (Party at the Moontower)

• Investor Influence on Media Coverage: Evidence from Venture Capital-Backed Startups by Baik and Shin (SSRN)

• Firms' Perceived Cost of Capital by Gormsen and Huber (SSRN)