Neckar's Minds of the Market

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"The game that takes place in the mind of the player. It is played to overcome all habits of mind which inhibit excellence in performance...To uncover…
Frederik Gieschen
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🎙Marc Rubinstein of Net Interest: Fascinating FinancialsListen now | "Financials are everywhere. ... They’re a great metaphor for the world around us."
Frederik Gieschen
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"That 'global energy crisis'? Yeah, that undoubtedly has begun."
Frederik Gieschen
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“The next 4-5 years are going to be tailored to the skill set that worked for me in the 80s and 90s. Which was all sorts of macro chaos."
Frederik Gieschen
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"I am hyper-optimistic and confident, even though I'm definitely a cynic."
Frederik Gieschen
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"It completely changed my life as an investor. Without it, I would have been limited to my own personal experience. By studying others, you're able to…
Frederik Gieschen
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“The strength of my kids is that they are too young to remember anything bad, and they are making so much money they feel invincible.” The Great…
Frederik Gieschen
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"He built no company, developed no algorithm, possessed no IP that could be bottled and sold. He made money—extraordinary amounts—from what he…
Frederik Gieschen
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"Play stupid games, win stupid prizes."
Frederik Gieschen
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🎙Nick Maggiulli: Just Keep BuyingListen now (61 min) | “We begin our lives as growth stocks and end our lives as value stocks.”
Frederik Gieschen
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“Don’t look for meaning. Look for use.”
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Liquidity, Market Signals, and Capital Cycles: Druckenmiller's Interviews of 1988 and 2018Listen now | “I learned this business to solve economic puzzles and try and think 18-24 months ahead.”
Frederik Gieschen
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