"I don’t have any tolerance for trading losses. I hate losing money more than anything. Losing money is what kills you. Not the actual loss. The fact…
🎙Podcast: Paul Podolsky and The Paradox of Financial FictionListen now (73 min) | "You spend a lot of time trying to write the bullshit out of an idea. Then you put the story out there and you get pings from the…
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Has the bubble whale been slain? And is it really time to celebrate?
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Minds & Markets #1, 2023
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"I cannot promise results, but I do promise this: a. Our investments will be chosen on the basis of value, not popularity. b. We will attempt to reduce…
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Really: how to navigate the world of institutional investing.
🎙Audio Repost: Watching Game Tapes of History’s Best Entrepreneurs with David SenraListen now (49 min) | “Reading a book is a movie for the mind. It's impossible to read a life story of an interesting person and not be involved…
Hello everyone, I’m sitting in a in a tiny café in the Portuguese port city of Lagos. I guess I’ve joined the ranks of digital nomads after all, at…
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Neckar's Minds and Markets

Deep dives into the minds and methods of outstanding investors.

Neckar's Minds and Markets