Sublime

Went through nearly all of @bgurley's blog posts and picked out the best sections. Will be adding to this throughout the day. Enjoy! [THREAD]

In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth. SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a force of nature and energy who apparently... See more

Excellent and detailed profile of the incomparable @matthuang: https://t.co/PMa8F3A0DX. We are very fortunate to work closely with him at @stripe.

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.

A MASTER operator and investor: @rabois Yesterday: @chamath’s SPAC merger with @Opendoor Today I inhaled Keith’s podcasts: • @APompliano • @eriktorenberg • @Jason • @david_perell • @Patrick_oshag... See more