Hello…
Her commodity space has been doing well and we start the top ten with David Rosenberg explaining the need to have commodities in your asset mix.
Kyle Bass knows China well and he is seeing issues that resemble the problems in the US in 2008.
A topic I have been on is the work from home narrative and the lack of discussion on the inefficiencies and issues to downtown communities. Amazon is another big company that sees the light and is getting employees back in the office.
Innovation is always underestimated when problems seem insurmountable, and Peter Zeihan looks at six big areas of innovation and rates the ones he sees as the most promising.
The debate on the benefits and issues of ESG are getting more awareness and I added two pieces related to it. The NY Post’s Charles Gasparino sees the tide turning and then I added a brilliant podcast with Mark Neuman who outlines the sector in a very comprehensive way.
The carbon capture industry is gaining attention and especially with a recent deal where Buffett’s Occidental buying a carbon capture tech firm here in BC.
https://www.reuters.com/markets/deals/occidental-petroleum-buy-carbon-engineering-11-bln-2023-08-15/
From places like Estevan, Saskatchewan to here in Victoria, there are business leaders working on many strategies and in time I think the governments will start to embrace them versus ignoring them. A Financial Post article explains what is going on.
That plane crash last week was right out of a movie and The Daily had their Moscow bureau chief explain some theories.
David Brooks is back in the Atlantic looking at an area of education that I think could work anywhere. Harvard, Stanford and Notre Dame have started these school programs for people in their “encore years”. A friend of mine tried getting something going at UVIC over a decade ago and I hope they listen this time. Our whole community would benefit.
For my diehard Leafs fans, Bruce Dowbiggin addresses the Matthews new contract, and the challenges teams have due to their collective bargaining agreement.
Have a great long weekend!
David and Amy
Number 4 - Peter Zeihan - Understanding the Limits of Innovation
https://www.youtube.com/watch?v=fF4YTDsxcnc
“Thanks to the right demographics and cheap capital, we’ve been living in a period of extreme technological advancement and innovation. Can innovation keep up with the needs of modular nuclear reactors, artificial intelligence hardware, space and satellites, biologic drugs, shale, and agriculture?”…he sees innovation in the ag sector the most promising.
Number 6 - ESG: The 40 Trillion Dollar Bubble | Mark Neuman - Forward Guidance
(Great overview on the good and bad about this industry and he finishes off with his new farming investments)
On this episode, Mark Neuman Founder & CIO of Constrained Capital joins the show for a discussion on environmental, social & corporate governance’s (ESG’s) role in the financial industry. To hear all about the origins of ESG, accurately measuring returns & some of the issues prevalent underneath the ESG label, you’ll have to tune in!
–Follow Mark Neuman on Twitter https://twitter.com/MarkNeuman18
Number 8 - A Plane Crash, 10 Dead People and a Question: Was This Putin’s Revenge?
https://podcasts.apple.com/ca/podcast/the-daily/id1200361736?i=1000625651707
The mysterious crash of a private jet outside Moscow is believed to have killed Yevgeny Prigozhin, the boss of the Wagner militia who led an armed rebellion against Moscow in June.
Anton Troianovski, the Moscow bureau chief for The Times, explains what we’ve learned about the crash, and what a potential political assassination says about President Vladimir Putin’s Russia.
Guest: Anton Troianovski, the Moscow bureau chief for The New York Times.
Number 9 - The New Old Age - David Brooks
What a new life stage can teach the rest of us about how to find meaning and purpose—before it’s too late.
We hope you found the Top Ten interesting this week, and are looking forward to another selection of articles, stories, and commentary next week. If you know of anyone else who would be interested in receiving our weekly note, please let me know.
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