1 Healthy, 2 Wealthy & 3 Wise — 17 Feb
Growing Old & Wishing I knew These, Elon Musk Speech, Allan Watts Wisdom and much more…..
E.O. Wilson, a sociobiologist and Pulitzer Prize-winning author, on the promise and peril of the future: “The real problem of humanity is the following: we have paleolithic emotions; medieval institutions; and god-like technology.
Some thoughts around mistakes that we make as younger selves and a great thread below on could’ve , should’ve , must’ve done this earlier in life.
1 on Health 🏃🏻♀️🏃🏼♂️
- Body Count & Coronavirus — This one paints a somewhat grey picture of the Chinese reports of Coronavirus. Great piece by Epsilon Theory (Ben Hunt) as usual. Basically — China seems to hiding details from it’s citizens as well as the world and it will have disastrous repercussions according to Ben.
There is a further LIVE doc maintained here — Messari has a great updated google doc here about CoronaVirus. Great resource. Well done Ryan.
2 on Wealth 🥂🍻
- Legendary Investor Charlie Munger at the daily journal annual meeting — some guys just Ooze wisdom, don’t they?
2. Vishal’s talk (from Safal Niveshak) at the Value Investing Summit 2020 in Kuala Lumpur, on the subject of ‘financial freedom.’
3 on Wisdom 🧠🗣
- Ideas That Changed My Life — Morgan Housel is one of my favourites. You spend years trying to learn new stuff but then look back and realise that maybe like 10 big ideas truly changed how you think and drive most of what you believe.
Sustainable sources of competitive advantage. This might be the most important topic in business and investing because other than luck it is the only path to long-term success. The only truly sustainable sources of competitive advantage I know of are:
Learn faster than your competition.
Empathize with customers more than your competition.
Communicate more effectively than your competition.
Be willing to fail more than your competition.
Wait longer than your competition.
Everything else — intelligence, design, insight — gets smashed to pieces by competitors who are almost certainly as smart as you.
- Elon Musk’s Commencement Speech at the California Institute of Technology.
“If we can advance the knowledge of the world- if we can do things that expand the scope and scale of consciousness- then we’re better able to ask the right questions and become more enlightened, and that’s really the only way forward.” — Elon Musk
3. Valuable Conversations — This below tweet from Shane. Ive been practising someth8ing like this. Basically, be kind to people and put your perspective in a way that doesn’t hurt them, yet gets your message across. His tweet and responses in this tweet are some gems to learn and practise. Key operative work being — PRACTISE.
Video I am watching — Alan Watts / Overthinking will Kill your Reality
There is you. You have a thought process. You are a quaking mess. You cannot change that but just like the flowing water, you can make amends and find the way to least possible resistance.
Tweet that caught my eye
https://twitter.com/fatehshernu/status/1216294760756994053?s=20
Special Podcast: COVID-19 with Balaji Srinivasan
Best Articles this week
- Introduction to Ethereum by Grayscale Investments
- The marketing genius of Lil Nas X
- Ethereum May Be One of The Most Important Innovations for Finance: David Iach
- Alzheimer’s disease and glucose metabolism — “In Alzheimer’s Research, Glucose Metabolism Moves to Center Stage.”
- The Best Twitter Threads About Advertising, Marketing, And Creative Strategy
Startup & VC Corner
“I think most people have one top idea in their mind at any given time. That’s the idea their thoughts will drift toward when they’re allowed to drift freely. And this idea will thus tend to get all the benefit of that type of thinking, while others are starved of it. Which means it’s a disaster to let the wrong idea become the top one in your mind.” — Paul Graham, The Top Idea on Your Mind
Look for the intersection of what you’re good at, what you enjoy, and where you can create value for the world. In my experience, if you don’t find something at the intersection of those three, it’s hard to really have an impact.” — Sam Altman
Two things you should do early in your career (Sam Altman):
Share the Love, Have a Great Week Ahead!
Disclaimer: This newsletter publication is not meant to be taken as accounting, tax or legal advice or a recommendation to buy, or sell any security, asset or other investment, management product or service or pursue any investment strategy. These are my personal views. It will not help you to “lambo” or “moon” or any other euphemism for unhinged speculation.
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Originally published at https://hashtalk.substack.com.
