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Workshop Note: Bear Market Traps🐻
"Play stupid games, win stupid prizes."
Frederik Gieschen
21 hr ago
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Workshop Note: Bear Market Traps🐻
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🎙Nick Maggiulli: Just Keep Buying
Listen now (61 min) | “We begin our lives as growth stocks and end our lives as value stocks.”
Frederik Gieschen
May 14
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🎙Nick Maggiulli: Just Keep Buying
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One Year: Man Against Market
“Don’t look for meaning. Look for use.”
May 13
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One Year In: Man Against Market
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Liquidity, Market Signals, and Capital Cycles: Druckenmiller's Interviews of 1988 and 2018
Listen now | “I learned this business to solve economic puzzles and try and think 18-24 months ahead.”
Frederik Gieschen
May 8
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Liquidity, Market Signals, and Capital Cycles: Druckenmiller's Interviews of 1988 and 2018
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🎙Sebastian Mallaby and the Machine for Manufacturing Courage
Listen now (58 min) | "The act of entrepreneurship, which is scary and risky, is de-risked by venture capital. Venture capital is a machine for…
Frederik Gieschen
May 5
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🎙Sebastian Mallaby and the Machine for Manufacturing Courage
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Buffett's first major TV interview and 5,106 pages of wisdom you will never read
"I don’t have to make money in every game. There are all kinds of things I don’t know about. Too bad. The process is defining your area of competence…
Frederik Gieschen
May 1
12
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Buffett's first major TV interview and 5,106 pages of wisdom you will never read
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When to listen to markets? Druckenmiller, Diversity, and the Debate over 1987
"The only good economist I have found is the stock market. People say it has predicted seven out of the last four recessions. That’s still better than…
Frederik Gieschen
Apr 25
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When to listen to markets? Druckenmiller, Diversity, and the Debate over 1987
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🎙Mary Childs & The Bond King
"Vegas taught me I could beat the system with hard work, ideas, and the ability to tolerate a routine that seems monotonous. To me, it's the most…
Frederik Gieschen
Apr 22
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🎙Mary Childs and her book The Bond King
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Does Wall Street Need New Storytelling?
If all you offer is money, all you get are mercenaries.
Frederik Gieschen
Apr 19
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Does Wall Street Need New Storytelling?
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🎙Max Frumes: The Caesar's Palace Coup and Distressed Investing
Listen now (70 min) | "How a Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street"
Frederik Gieschen
Apr 15
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🎙Max Frumes: The Caesar's Palace Coup and Distressed Investing
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Stanley Druckenmiller Part 3: The Crash of 1987
“Probably one of my greatest assets over the last 30 years is that I’m open-minded and I can change my mind very quickly.”
Frederik Gieschen
Apr 10
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Stanley Druckenmiller, Part 3: The Crash of 1987
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🎙Investors of Fintwit: Evan Tindell of Bireme Capital
Listen now (64 min) | "One thing that I think is interesting to take away from poker is you can never actually be totally sure if you had the right…
Frederik Gieschen
Apr 7
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🎙Investors of Fintwit: Evan Tindell of Bireme Capital
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