The Most Anticipated Recession, Checklists for Fraud & The Japanese Bubble

Market Talk, Edition 64, December 4th 2022

Once every second Sunday I will curate the most interesting things I have consumed during the previous two weeks. These will be bucketed into 5x must-reads (works I wish to highlight and comment on) and other items of interest (an assortment of other works I have consumed).

Investment Talk goes out to over 15,500 investors and is a reader-supported newsletter. If you enjoy the content and would like to support the newsletter, you can do so here.

Comments from Me

As the year draws to a close, I find myself feeling grateful that much of the world will soon be afforded some downtime with family. This year I became an uncle for the first time, which ought to spritz a refreshing splash of excitement for Christmases to come; a holiday which is made special when viewed through the eyes of a child. This year I got to be out of my home country for ~2 months, visiting a new continent and am grateful for the perspective that brought me. I need travel to ground me and remind me that the bubble I dwe…