Weekend Homework, 19 January

Paul Krake

Welcome to the latest edition of Weekend Homework, a summary of the most interesting articles, reports, podcasts and videos that we came across this week. These pieces made us reassess, challenged our conventional thinking or opened our eyes to a new idea or concept.

What to Watch

View from the Peak's Head of pan-Asian Equity Strategy, Cindy Ponder-Budd, is taking an updated look at two industry leaders in the semiconductor sector following earnings, and delivers our exclusive outlook on the sector into 2019. - Watch

“The Scientist” is a documentary that traces the story of Dr Mechoulam from his early days......as a child of the Holocaust in Bulgaria, through his immigration to Israel, and his career as the chief investigator into the chemistry and biology of the world’s most misunderstood plant. Dr. Mechoulam ascertained that THC interacts with the largest receptor system in the human body, the endocannabinoid system (ECS). - Watch

What to Read

An interesting Weekend Read - Professor Jonathan Tapson is Director of the MARCS Institute for Brain, Behavior & Development at Western Sydney University in Australia discusses why AI algorithms may not work for hedge funds. – Read

China’s Impact on the U.S. Bond Market Gets Too Much Attention. And Europe's Too Little. – Read

What to Listen to

How Do Governments Tax Bitcoin? | Advice from a Crypto Tax Accountant on Like-Kind Exchange, Bitcoin Tax Filings, and the IRS Tax on Bitcoin. Great insights from Dimitri and Mark DiMichael: What constitutes a taxable event in BTC and the likes? - Listen

Prof Galloway's 2018 predictions; Big-Tech breakup, M&A activity Booms, Disney the 5th horseman? Etc, Etc! - Watch


The View