Interview: Dan Rasmussen
Good interview of Dan Sundheim by @collision: https://t.co/xTgSjf3NTi, featuring stock market performance (why does it outperform GDP?), irrational volatility aversion, and inflation hedges.
Patrick Collisonx.comIdentifying, Structuring, and Sizing a Value Trade
cluseau.comI’m fascinated with history’s thinker-doers: Cicero, Marcus Aurelius, Benjamin Franklin. There’s no greater achievement than calling your shots: laying out a theoretical worldview, then executing ruthlessly to bend reality.
There exist people like this today, who write a manifesto and go build a $100B company on top.... See more
Johnathan Bix.com