library
writing that I find myself coming back to/sharing with others a lot/have had a deep influence on how I think
[w.i.p]
investing
- for understanding value investing and the incentive structures of different wall street stakeholders: Seth Klarman's Margin of Safety (email me for a pdf)
- special situations & frontier markets
- going where others aren't
- precatórios and emerging markets litigation finance
- primer on distressed debt investing
artificial intelligence & tech
- gwern on the scaling hypothesis
- steve jobs 1985 playboy interview
finance
- duration and portfolio duration adjustment
- fund post-mortems: LTCM HBS case study ;
- a thorough explanation of how shadow banking works (c.2008)
borges
- non-fiction
- understanding argentina: our poor individualism; our inabilities; a history of the tango; the argentine writer and tradition; the art of verbal abuse
- contemporary commentary: notes on germany & the war; marinetti's literary life;
- literary: literary pleasure; the translators of the thousand and one nights;
- fictions
- funes the memorious
- the tower of babel
a exhaustive list of recommended works would be far too long but some good starting points are
geopolitical volatility, autarky, and monetary systems
- money, commodities and "bretton woods III"
- understanding oil: the prize by daniel yergin and oil 101 by morgan downey
- how war encumbers commodities
- monetary technologies: bitcoin whitepaper; hawala informal value transfer systems
(commodity) trading
- primers on physicial commodity trading: trafigura's trading white paper and javier blas' gripping 'the world for sale'
- how weather derivatives work
cost curves
- the baumol effect
- how renewables got cheap so fast
- 'grow up' and 'grow down' technologies
advice
- finite and infinite games by james carse
- cs lewis' "the inner ring"
- Gian-Carlo Rota's"lessons I wish i had been taught" (1996)
political science
- samo burja's great founder theory: live versus dead players
urbanism
- primer on land markets: alain bertaud's order without design and his work on spatial dynamics in socialist cities without land markets (spoiler: resource misallocation)
Please reach out if you want to discuss any of these!