Animal Spirits: The Expectations Gap

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Stories Discussed:

How the feds found out about the college admissions scandal

Some ides for college

Putting investors first, go Dina!

Doubling down on private equity

J.P. Morgan’s Guide to Retirement

Lifestyle creep

Ben’s take on income alpha

Harry Markowitz’s investing thesis

Performance of fired and hired fund managers

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Recommendations

Beneath a Scarlet Sky

Malcolm Gladwell’s Toyota story

Chris Paul and J.J. Redick

Charts

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