Enjoy!
157 pages of charts on credit markets.
(ii) Upslope Capital: Creativity in Short Selling
Enjoyed this deck.
(iii) Jeremy Giffon - Special Situations in Private Markets (Podcast)
A bit of meta-career/life advice, but also valuable perspective on deal-making/what is important to identify in a transaction. Also see: Paul Graham: How to Do Great Work, generalizable and thoughtful.
(iv) Bloomberg: An ESG Loophole Helps Drive Billions into Gulf Fossil Fuel Giants
Saudi Aramco raised an ESG bond.
(v) Driving Change: How Hybrid Carriers will Finally Unlock Economies of Scale in Trucking
Dan Lewis, cofounder of Convoy, on the technology-enabled hybrid carrier model. Also: an updated market test on “digital freight management” platforms.