The most important thing…
“The absolute best buying opportunities come when asset holders are forced to sell, and in those crises they were present in large numbers”
Howard Marks.
Finance Youtube channels
Youtube is the new TV. I consume more Youtube’s videos than TV real-time programs, glad to be a millennial ;).
I wanna to share my favorite Youtube channels. I subscribe to all of them and follow every week.
Tesla: love it or hate it.
Are markets efficient?
42 minutes. 2 geniuses. 1 moderator. Chicago Booth Review. Great talk.
So, are markets efficient?
Brexit: a few links.
Brexit is coming. Yesterday, Theresa May took place in Downing Street. One of the first movement she took was to point out Boris Johson as foreign secretary. Mr. Johson has been a very active Brexit leader.
In relation to the Brexit situation, the mother of all questions is: How Europe will be affected by the Brexit? This is good picture that I found, the heat map summarized European sovereigns’ external vulnerability:
For the macro perspective this chart is awesome. Among the biggest countries in Europe, Germany and France, are those that do not have an elevated vulnerability with the UK. On the other hand, Spain, Italy and Ireland have a few or more red boxes. With this heat map in mind, you will imagine how tough the negotiations will be between the UK and the UE.
To the other side, a micro outlook, is great. The Brexit Value Effect.
Boris Johnson – The Irresistible Rise.
Quality of Earnings | Google Talk
The Second Machine Age at Google Talks
Software is eating the world.
In this Google Talk the two authors of the book “The Second Machine Learning” explain his view about the future of jobs. The Q&A is largest than the author’s talk, this is a good conversation between Googles’ employees.
Book |
Interview With Burt Malkiel: Masters in Business
Great interview with Burt Malkiel. The author of one of the most primer read about index investing. A long interview talking about betas, index funds, alphas, Warren Buffett, etc.
SAETA CAPITAL 