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Panic Documentary, GMO Letter, Graham Allison & Odds of Value

Posted by Valor Intrínseco on September 3, 2019 at 4:20 PM
Panic Documentary, GMO Letter, Graham Allison & Odds of Value


Começamos com o novo documentário da HBO sobre a crise de 2008. Participação de inúmeros "pesos pesados". Bem legal!


Carta do 2T19 da GMO.


Ótima conversa entre Graham Allison (Thucydides Trap) e Kyle Bass.


Paper simples e claro sobre value factor e a curva de juros.


Abraços!

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