This was one of the better podcasts I have heard in a long time. Lot of thoughts around markets, macroeconomics with context. Must listen.
Interesting read.
These are really nice macroeconomic commentary if you are interested. 
Short article but really worth reading. Reality bites. Must-read article if you are a FIRE believer & thinking of retiring early.
Many financial products are sold with the carrot of tax exemptions or deductions being offered. It was important when the savings rates had to be constantly pushed higher and formal sector earnings were low. The situation is different today. What are the implications?
It will be a gradual and painful process as we see our investment returns falling. Even simple things like TDS/TCS is a tool to reduce our savings.
“If you are working on a long-range plan (20 years or more), assume that every income stream is going to become taxable. I also see a situation where mutual funds and insurance companies will be taxed on their share market trades. Today they churn without bothering about tax implications. Once they are taxed, the industry and the returns will undergo a sea change in terms of returns and return expectations.” writes R. Balakrishnan.
https://mailchi.mp/verdadcap/swedish-fish?e=c77ced4def
Nice note on the European valuations compared to US equities. Nice data points.
This blog says ad spending has stayed 1-1.5% of GDP for quite some time and has not grown, but some of the ad companies (Google, Meta, Amazon, etc) have done really well and some of the growth in the future is priced in maybe, since the spending amount itself has not grown. Also suggests that US exports two things basically - dollars and software, and this whole import nature of US has spurred on ad businesses for quite some time and will continue into the future, which could also be why some of these ad businesses are priced higher. Was a different perspective on the dollar export itself, had not thought of dollars in that way.
A bit longish read, but essentially talks about how Google is not against disruptive technology but in a positioning game right now with AI and LLM and ChatGPT etc. With a disruptive technology a really novel market is created, which is not the case with ChatGPT and AI. Search is already served and Google just has to maybe position itself a little better to compete.
Really nice podcast hosting Ravi Gupta - nothing to do with Finance. But more around some of the learnings from his journey with Sequoia etc.
Articles from ET today -
https://twitter.com/LizAnnSonders/status/1650795660633882625?s=20
https://twitter.com/bespokeinvest/status/1650618690323243008
(S&P 500 futures positioning is the most net short it has been at any point in the last 10+ years 
)
https://mailchi.mp/verdadcap/revenge-of-the-turds
https://www.washingtonpost.com/sports/2023/05/02/jungleman-poker-dan-cates-autisic/
Podcasts -
This is very nice read on carbon accounting ^. Covers almost all areas that we should think of while investing in a carbon accounting platform, or while employing one for any business.
There are a bunch of skeptics on the EV front, but this piece covers carbon footprint, battery materials, behavior among other things. Very nice read if you are curious about the EV space.
This is just crazy ^
This is nice ^
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What Would Your Investing Obituary Say? – Validea's Guru Investor Blog
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https://www.fortunesandfrictions.com/post/the-future-will-be-something
The author suggests that embracing uncertainty and planning for adaptability and resilience is a wiser approach than relying on individual skill or trying to predict specific stock outcomes.
The SPIVA data is referenced to illustrate the challenges faced by active managers, with the majority underperforming benchmarks over extended time periods.
Podcasts -
On point
Podcasts / Videos -
Spent the weekend researching VC processes,
