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📚 Wrestling With Intuition (Can You Cultivate Flashes of Insight?)
Book: Strategic Intuition: The Creative Spark in Human Achievement
 • 
Frederik Gieschen
May 2023
Meditations: Three Mantras I Like
Lucky are the people who cross your path.
 • 
Frederik Gieschen
9
Escaping the Caterpillar Pillar with Jared Dillian
Listen now (65 min) | "People spend their lives trying to get to the top of the pillar. I saw the politics ... inevitably somebody would get pushed out…
 • 
Frederik Gieschen
A Simple Framework for Wealth
Create, capture, compound, avoid catastrophe and over-consumption.
 • 
Frederik Gieschen
4
🎙️Community Conversation with Alix Pasquet III: How To Be a Great Analyst
Listen now | "A really good analyst maximizes opportunities and is willing to surround himself with people that have those qualities [they lack]."
 • 
Frederik Gieschen
5
Great Investors See Things Differently (Are Mental Models Actually Pointless?)
Michael Steinhardt: "The only analytic tool that mattered was an intellectually advantaged disparate view. This included knowing more and perceiving the…
 • 
Frederik Gieschen
2
Bahamas, Bank Runs, Buffett vs. Druckenmiller
"We are enormously risk averse. We want a mathematical edge in every transaction."
 • 
Frederik Gieschen
Stanley Druckenmiller is not a happy camper (speeches at Sohn & USC Marshall)
“The debt ceiling is like sitting on the Santa Monica pier and you see a 30 foot wave and you're worried about it. There's a 200 foot tsunami 10 miles…
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Frederik Gieschen
☕ Community: Travel Meetups (Nassau, Berlin) & WhatsApp
Hi everyone, I will be visiting friends in Nassau (Bahamas) this weekend (May 13-15). If you’re a local subscriber let me know via email or Twitter and…
 • 
Frederik Gieschen
4
The Virtues of Great Investors: Mark Sellers and Jason Zweig (How is Your Writing?)
"Just like a company needs to develop a moat or suffer from mediocrity, an investor needs some sort of edge over the competition or he’ll suffer from…
 • 
Frederik Gieschen
3
Dark Buffett, Buying Banks, Jewish Treasury Bills, and Amex's Float: More Alternate History
Buffett: "In Wall Street the old proverb has been reworded. Give a man a fish and you feed him for a day. Teach a man to arbitrage and you feed him…
 • 
Frederik Gieschen
2
April 2023
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