Avoiding Bubbles, Profiting from Mania, The UK's Gilt Trip, & Funding When Capital isn't Cheap

Market Talk, Edition 60, October 11th 2022

Market Talk is a bi-weekly Sunday issue, where I curate the best things I have consumed during the last two weeks. Every second Sunday I will share the following segments:

• 6x Must-Reads: The 6 readings I found most insightful, with commentary.

• Other Items of Interest: A collection of other readings I found enjoyable.

• Great Listens: Podcasts, interviews, or videos I enjoyed.

• Something Interesting: A palate cleanser to round off the issue.

Comments from Me

Still enjoying my trip in India, I recently visited another state, Rajasthan, to stay for a week in the Taj Lake Palace in Udaipur; making for a pleasant change of pace. Despite being a beautiful property, with unique views, it was the service that was the most memorable. In the few occurrences where I have dined at Michelin restaurants, the service is impeccable. However, at the Taj Lake Palace, that level of service extends outwith dining and is present throughout the entire duration of your stay without the pretentious air that a…