The Most Important Thing — Howard Marks
Twenty essays by the co-founder of Oaktree on what actually matters in investing — second-level thinking, the cost of being right alone, the asymmetry of risk and reward. The clearest mind on capital allocation operating today.
The Value of Everything — Mariana Mazzucato
Mazzucato on the slow theft of the word 'value' by financial actors who extract more than they create. The argument behind every serious modern conversation about what an economy is for.
Aluminum
Light, abundant, energy-intensive to produce. The metal of cans, planes,…
→MoneyBitcoin
The original. Digital scarcity, sound money, the first credible separati…
→MoneyBonds
Debt instruments — sovereign, corporate, and municipal — and the yield c…
→MoneyCarbon Credits
The contested attempt to monetise the atmosphere. Compliance markets, vo…
→MoneyCobalt
Battery metal with a problem. Most of it comes from the DRC, much of tha…
→MoneyCommodities
Raw materials traded as financial assets — the ground-truth layer beneat…
→MoneyConscious Capital
Investment and finance as a force for good — capital aligned with values…
→MoneyCopper
Doctor Copper — the metal that diagnoses the global economy. Required by…
→MoneyCotton
The textile that built the modern fashion economy. Water-intensive, pest…
→MoneyCrypto Privacy
Financial privacy as a right, not a permission. Monero, Zcash, ZK rollup…
→MoneyCryptocurrency
Digital assets, monetary networks, and the new financial layer being bui…
→MoneyDAOs
Decentralised Autonomous Organisations — internet-native entities govern…
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