Sublime

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

At my hedge fund, I pay an analyst to walk around parks in Austin, SF, and NY and ask these people who are tanning at 2pm on a Tuesday where they work. We then short the stock. We’re up 728% this year.

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.