Tag

investing

115 pages

Episodes (39)

Andrew Ross Sorkin on Market Bubbles, Banking Rules, and the Real Lessons of 1929

Arnold Van Den Berg on Survival, the Subconscious Mind, and a Life Well Lived

Aswath Damodaran on Story-to-Numbers Valuation, ESG Scepticism, and the Option to Abandon

Bill Ackman on Activist Investing, Concentrated Bets, and Financial Battles

Bill Gurley on Mental Models, Systems Thinking, and the AI Boom

Bill Miller on Amazon, Bitcoin, and Buying at a Discount to Future Value

Chris Dixon on Blockchains, AI, and the Future of the Internet

Cliff Asness on Momentum, Value Investing, and Market Efficiency

Connor Teskey on Brookfield, Infrastructure, and the Business of Real Assets

Dan Loeb on Activist Investing, AI, and Third Point's Credit Playbook

Gary Marcus on AI's Overstated Intelligence, LLM Economics, and the Limits of Scaling

Gaurav Kapadia on New York City, Investing, and Contemporary Art

Gavin Baker on AI Infrastructure, Power Constraints, and Semiconductor Investing

Gokul Rajaram on Product and Hiring

Howard Marks on Avoiding Disaster, Risk Posture, and the AI Bubble

Howard Marks on the AI Bubble, Irrational Exuberance, and Investing Under Radical Uncertainty

Howard Marks on the Value-Growth Divide, Investing in Uncertainty, and Living Well

Howard Marks, Nima Shayegh & William Green on Essential Truths, Humility, and Stoic Resilience

Jason Zweig on Ben Graham, Luck versus Skill, and Investing Self-Control

Jeremy Giffon on the Billion-Dollar PDF, the Poaster Class, and the Next Era of Finance

Jim Grant on the AI Bubble, Decadent Finance, and the Lessons of History

Joel Greenblatt on Special Situations, the Magic Formula, and Paying Up for Quality

Krishna Rao on Anthropic's Compute Economics, the $100 Billion Commitment, and Financing Frontier AI

Marc Rowan on Financial Market Evolution and University Governance

Matt Levine on Finance, Markets, and Financial Writing

Matthew McLennan on Variegation, Positional Assets, and Resilient Wealth

Mohnish Pabrai on Charlie Munger, Cloning, and Ethics as Competitive Advantage

Morgan Housel on Contentment, the Independence Spectrum, and Why Survival Is the Only Strategy

Nicolai Tangen on Managing $2 Trillion, AI Bubbles, and Contrarian Investing

Nima Shayegh on Roots and Branches, Lou Simpson, and Surrendering to Uncertainty

OpenAI's Leaked Financials, SpaceX's Valuation, and the AI Bubble

Paul Tudor Jones on Trend-Following, Risk Management, and the AI Bubble

Private Credit's Black Box and Why It's Not 2008 But Still Risky

Ray Dalio on Investing, Management, and the Changing World Order

Ritavan on System Gambits and Finding Leverage

Robert Hagstrom on Pragmatic Truth, Multi-Disciplinary Investing, and the Concentrated Portfolio

Ryan Hoover on Product Hunt and Investing

Tracy Britt Cool on Warren Buffett, Capital Allocation, and Building Enduring Businesses

Vlad Barbalat on Permanent Capital, Branded Capital, and AI's Repricing of Risk

Articles (1)

The Risk-Wealth Paradox

Notes (12)

Arnold Van Den Berg on Survival, the Subconscious Mind, and a Life Well Lived

Aswath Damodaran - Valuation Lessons, Investing, and Life

Bill Miller on Amazon, Bitcoin, and Buying at a Discount to Future Value

Gary Marcus on AI's Overstated Intelligence, LLM Economics, and the Limits of Scaling

Howard Marks on Avoiding Disaster, Risk Posture, and the AI Bubble

Howard Marks on the Value-Growth Divide, Investing in Uncertainty, and Living Well

Jim Grant on the AI Bubble, Decadent Finance, and the Lessons of History

Joel Greenblatt on Special Situations, the Magic Formula, and Paying Up for Quality

Matthew McLennan on How to Build Resilient Wealth

Mohnish Pabrai on Charlie Munger, Cloning, and Ethics as Competitive Advantage

Nima Shayegh on Roots and Branches, Lou Simpson, and Surrendering to Uncertainty

Robert Hagstrom on Pragmatic Truth, Multi-Disciplinary Investing, and the Concentrated Portfolio

Concepts (13)

Cloning

Compounding

Decadent Finance

Knightian Uncertainty

Magic Formula

Narrative Valuation

Positional Assets

Pragmatic Theory of Truth

Private Credit

Risk Posture

Roots and Branches

Social Radar

Value Investing

Themes (2)

Deciding Under Uncertainty

What Makes a Great Investor

Hosts (4)

Ed Elson

Matt Zeigler

Patrick O'Shaughnessy

William Green

People (1)

Charlie Munger

Books (2)

Richer, Wiser, Happier

The Most Important Thing