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Crypto Market Wizards transcript with @goodalexander
Alex discusses the lessons he learned from Soros such as risk management and portfolio sizing.
We also discuss how to find edge in the markets, and what it takes to succeed as a trader. https://t.co/gwLqnzmghq
Today’s guest, Andrew Milgram, spent $600M buying NYC taxi medallions at the peak of Uber's power—an investment which gives you a sense of Andrew’s style.
He describes a “K-shaped economy,” where one small group of companies does incredibly well while the rest struggle.
Amidst it all he... See more
Patrick OShaughnessyx.com
the most important thinker in AI, in my opinion, is this 23 year old. leo aschenbrenner.
he has been more right, both in a testable predictive sense and in a market sense than virtually anyone else.
and most importantly, he's not an AI doomer, he's not an e/acc, but rather a secret third... See more
I strongly recommend watching Stan Druckenmiller ’s full interview. He is probably the best macro investor of all time. I don’t think he’s ever had a down year.
He explains succinctly why he doesn’t think policy is restrictive. Hard to argue with him.
https://t.co/xMSLs41Uyh
Danny Dayanx.comGood 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.com“I would invest in Grok, I would short OpenAI”.
“There is a 50/50 chance the best model is created in China”.
“University is not the best place to learn, no matter what you study.”
This is @antonosika like you have never heard him... See more
Harry Stebbingsx.com
Leopold Aschenbrenner's fund has outperformed basically every mainstream hedge fund YTD and he's running 1bn+ of capital btw
the gulf billionaires & pension funds are watching this
capital management will soon become an activity exclusively done by chronically online zoomers... See more