Sublime

Endgame: The End of the Debt SuperCycle and How It Changes Everything

John Mauldin

amazon.com

Cover of Endgame: The End of the Debt SuperCycle and How It Changes Everything

Deflating the monetary premia of real estate, equity, and debt: $5 – 25T

Kyle Samani • $100 Trillion

More Money Than God

Sebastian Mallaby

amazon.com

Boom: Bubbles and the End of Stagnation

Tobias Huber

amazon.com

Cover of Boom: Bubbles and the End of Stagnation

The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend

Rob Copeland

amazon.com

Cover of The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend

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One of the most legendary shareholder letters there ever was. Lahde Capital, 2008. If you read anything today, make it this. https://t.co/chImhj88Be

Koyfin

x.com

Speculative Bubbles in the 21st Century & Asymmetric Upside

Michael Dempsey mhdempsey.substack.com

Session state of vc2024

arc.net

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Q: Is it better to target a small market or a large one? In the clip below, Peter Thiel (billionaire venture capitalist and co-founder of PayPal and Palantir) describes his framework for evaluating markets: “It’s always a big mistake going after a giant market on day 1. That’s… Show more

Mike McGuiness

twitter.com