It is springtime in Phoenix, and besides a couple of weird outliers rainy days, it has been wonderful. I have gotten soft over the winter time, and it is time to start cycling and running again. One of the significant benefits of long-term aerobic activity is podcasts. I forgot how amazing it is to consume hours of educational content while crushing calories and being in Zone 2 (Josh Wagner knows about Zone 2).
A couple of podcast episodes that have been incredible to listen to recently are:
Tim Ferris interviews legendary investor Bill Gurley on frameworks and his favorite books applicable to investing.
Howard Lindzon interviews Josh Brown of Ritholtz Wealth Management on markets, generative AI, and the wealth management business.
Andrew Huberman interviews Dr. Satchin Panda about intermittent fasting or time-restricted eating.
Books I am reading:
How To Invest – A great read by the founder of Carlisle, David Rubenstein, where he interviews the greatest investors by asset class on what makes a great investor. Interviewees include Ray Dalio, Mark Andressen, Sam Zell, and Stan Druckenmiller.
The Price We Pay – A book by Dr. Marty McKary about the systemic healthcare issues in America backed by extensive interviews and peer-reviewed research. Incredible read.
Articles:
Jeff Diamond of Fika Ventures wrote a great piece on Medium called Healthcare Staffing in the Age of the Apprenticeship Economy.
I am Vegas-bound today to spend the weekend with my closest guy friends. I don’t drink or gamble, but I know the weekend will be full of constant ribbing and belly laughs.
