Enjoy!
(i) The Freight Pod: *Special Episode: The Convoy Story + Pending Market Concerns (Podcast)
A super interesting discussion: ranging from a post-mortem on Convoy (the good/the bad, what happened), how it changed the industry, and what is happening right now in freight.
(ii) Todd Combs - Investing, the Last Liberal Art (Podcast)
I’m #TeamTed, but a fun listen. Also see: 15 Questions to Ask Management Teams, Revisited.
(iii) Workweek: Creating Space For Innovation In Lending
Abbreviated essay on the cyclical history of credit and innovation. Also: Net Interest: A Reckoning in Payments, FWIW I thought that after the growth equity (fraud) spigot got turned off, we would see competition slow down, but it seems like it is (so far, still) a race-to-the-bottom. Also, in capital cycles/cyclical financial history: Lessons from History: The Rise and Fall of the Telecom Bubble.
(iv) Material World: Moving Beaches
The story of The Berm which separates settler colonialist Morocco from the Sahrawi Republic, and from which sand is exported to some of the nicest beaches in the world. Also see: Matt Lakeman: Notes on Ghana— I would recommend a trip to Accra. And Opus 19: Investing Adventures in Bhutan.