Sitemap - 2022 - Enter the Labyrinth
Sitting With Uncomfortable Questions: A Different Kind of Year-End Review
🎙Audio Repost: Josh Wolfe. Using Doubt as Fuel and Bootstrapping an Enduring Partnership
Josh Wolfe, Lux Capital: Macro, Mentors, Motivation
🎙 Audio Repost: Patrick O'Shaughnessy. World Building with the Most Interesting People
World Building with the Most Interesting People with Patrick O'Shaughnessy
Between Rest and Overdrive: Are Great Investors Lazy?
Great Investors Build Networks and Never Stop Learning with Alix Pasquet III
Great Investors Build Networks and Never Stop Learning with Alix Pasquet III
Magic Words in the World of Magic Money
📚Investment Library: The Money Game
The Hustler: Lessons from a Young Warren Buffett
The Philosopher's Trading Experiment: Peter Thiel and the Big Short That Never Was
On The Other Side of Bubble Mountain
🎙Adam Mead, Author of The Complete Financial History of Berkshire Hathaway
Adam Mead, Author of The Complete Financial History Berkshire Hathaway
📚No Grand Strategy: The Complete Financial History of Berkshire Hathaway
📰Inside the Mind of Young Seth Klarman (1991 Interview)
The Evolution of Endowment Investing
Thinking About the Next Warren Buffett
Stanley Druckenmiller at CNBC Delivering Alpha
Julian Robertson: The Tiger Who Was a Wolf
🎙Audio: Charlie Bluhdorn: The Conglomerate Boom's Tragic Hero
Charlie Bluhdorn: The Conglomerate Boom's Tragic Hero
Stanley Druckenmiller with David Novak
Follow-Up: Alix Pasquet and the Learning Mindset (Presentation, Transcript, Q&A)
Stanley Druckenmiller and Alex Karp of Palantir
🎙Audio Repost: Reflections on the Investing Process with Michael Mauboussin
Reflections on the Investing Process with Michael Mauboussin
🎙Audio: Focus and Finding Your Favorite Problems
Focus and Finding Your Favorite Problems
Alix Pasquet: Learning for Analysts and Future Portfolio Managers
🎙 The Learning Mindset for Investors with Alix Pasquet
🎙Audio: The Tiger That Was a Wolf: Lessons From Julian Robertson
Julian Robertson: Lessons From the Tiger Who Was a Wolf
🎙Audio: Picking Stocks Like Warren Buffett
Picking Stocks Like Warren Buffett
Organizing your mental kitchen for information FOMO (Building A Second Brain)
Travel Note: View from the Peak
"A path opens to those who are honest."
Time for a walk (taking a summer break)
Commodities Corporation: Traders, Innovators, and Making a Virtue out of Necessity
Money: One Hell of a Drug. Empire of Pain: The Secret History of the Sackler Dynasty
🎙Marc Rubinstein of Net Interest: Fascinating Financials
Marc Rubinstein of Net Interest: Fascinating Financials
Q&A with Nelson Wu of Open Square: Energy and Uncomfortable Dinner Conversations
Stanley Druckenmiller is Taking a Break (Maybe You Should, Too?)
Josh Wolfe, Venture Capital's Passionate Skeptic
Q&A with Scott Reardon: Great Investor Track Records
The Market Has No Memory. Should We?
Workshop Note: Bear Market Traps🐻
🎙Nick Maggiulli: Just Keep Buying
Nick Maggiulli: Just Keep Buying
One Year In: Man Against Market
Liquidity, Market Signals, and Capital Cycles: Druckenmiller's Interviews of 1988 and 2018
🎙Sebastian Mallaby and the Machine for Manufacturing Courage
Sebastian Mallaby and the Machine for Manufacturing Courage
Buffett's first major TV interview and 5,106 pages of wisdom
When to listen to markets? Druckenmiller, Diversity, and the Debate over 1987
🎙Mary Childs and her book The Bond King
Mary Childs and her book The Bond King
Does Wall Street Need New Storytelling?
🎙Max Frumes: The Caesar's Palace Coup and Distressed Investing
Max Frumes: The Caesar's Palace Coup and Distressed Investing
Stanley Druckenmiller, Part 3: The Crash of 1987
🎙Investors of Fintwit: Evan Tindell of Bireme Capital
Evan Tindell of Bireme Capital
What I Learned From Studying Michael Price
Subscriber Poll: Sebastian Mallaby, Ask Me Anything, Content & Frequency, Audio
Stanley Druckenmiller, Part 2: It's Good To Be Interesting
🎙Conversation with Jimmy Soni about his book The Founders and the story of Paypal
Jimmy Soni, his book The Founders, and the many lessons of Paypal
Weekly Workshop: Insomnia, ValueHive Podcast, Michael Price, Michael Mauboussin, Pierre Andurand
Stanley Druckenmiller, Part 1: The Young Gun Finds His Game
Will Thomson of Massif Capital: A Reshuffling in Real Assets
Q&A with Massif Capital: A Reshuffling in Real Assets
Weekly Workshop: Longevity and the Search for Equilibrium
🎙TRANSCRIPT: Dan McMurtrie: Resilience, Recovery, and Longevity in Investing
Dan McMurtrie on Resilience, Recovery, and Longevity in Investing (Re-upload at higher volume)
🎙Dan McMurtrie: Resilience, Recovery, and Longevity in Investing
Dan McMurtrie on Resilience, Recovery, and Longevity in Investing
Weekly Workshop: Ukraine, Icahn, Warren and Charlie, Caesar’s Palace, Lion Tracker, Twitter Snacks
David Tepper: The King of Bouncing Back
📚: The Power Law: A History of Systematic Serendipity and Grand Slams
Kai Wu of Sparkline Capital: Tackling Difficult Questions With Unstructured Data
🎙Tom Morgan: The Voice Telling You It's Time To Move
Tom Morgan: The Voice Telling You It's Time To Move
What I Learned From David Tepper
David Tepper: The King of Bouncing Back
Workshop Note: Reality Tunnels
Conversation with Rob Wertheimer: Studying Great Industrials & Searching for Compounders
Conversation with Rob Wertheimer: Studying Great Industrials & Searching for Compounders
📚 Lessons from the Titans: Studying Great Industrial Companies
JAB and the Family Office Conundrum
Workshop Note: Culture & Conditions
Michael Bloomberg: Fintech’s People Person
Workshop Note: Learning (And Failing?) in Public with Jim O'Shaughnessy