I am off to New York for a couple days of meetings.

I have a pile of email to catch up on, a bunch of articles to read and a long podcasts for listening.

Eric Weinstein (Managing Director at Thiel Capital) did this 2 plus hour podcast with economist Timur Kiran getting rave reviews – titled ‘The Economics of Revolution and Mass Deception‘

Next up…some great reads:

1. The Invention of Money.

2. The Arc of Collaboration.

3. The Resilience of Costco. What an incredible presentation on an incredible company. Slides 100-150 are an amazing look at online sales and the Amazon threat.

4. Modeling Bitcoin’s Value With Scarcity.

5. Advantage Flywheels. How moats are grown.

6. Universal Laws of The World.

7. The Apple Card is here. Here is a detailed review. Also – Ian’s fintech newsletter looks worth joining. I did.

Have a great Sunday.