WEEKLY WRAP-UP (s2024 e39)

Audio Edition: economic historian, Russell Napier’s, absolutely fantastic presentation about why the least risky portfolio requires the most bravery, then Jim Grant channels Buffett and SMCI's problem

Side note before I start: I’ve only had the pleasure to meet Russell once, and I hope I am not misreading his sense of humour, but when he told the story about the fish and the water, I couldn’t help myself from having a little fun. If he ever reads this, I’d like him to know, it’s done with a big smile and nothing but good intentions.

AUDIO EDITION: I’…