Enjoy!
(i) Debtwire Restructuring Forum - Miami
Behind the paywall, unfortunately. Love these slides from the Ropes’ panel. (Leonard and Ryan are awesome).
(ii) A forgotten banking scandal suggests FTX is the tip of the crypto iceberg
On Bank of Credit and Commerce International (BCCI) and Deltec. The ties to fraud at FTX ran deep. Also in real financial services: The 2022 McKinsey Global Payments Report.
(iii) Compound Thesis Database
Pretty cool. Also: Altimeter's AI/ML Database (I don’t understand a lot of these words).
(iv) Marginal Revolution: Best non-fiction books of 2022
Tyler Cowen’s list. Also: NYTimes: 100 Notable Books of 2022. Also in year-end lists: Tom Whitwell: 52 things I learned in 2022. And The Greatest Films of All Time
(v) Matt Lakeman: Notes on Saudi Arabia
I enjoy Lakeman’s travel write-ups. Of course, read Blood and Oil if you haven’t already.
(vi) Why do new cars look like this??
Very funny.