Stanley Druckenmiller and Alex Karp of Palantir

"Full disclosure: I have I've had a bearish bias for 45 years that I've had to work around. I like darkness."

Disclaimer: I write for entertainment purposes only. This commentary reflects a personal opinion and is not investment advice.

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Good morning everyone,

A conversation between Stanley Druckenmiller and Alexander Karp of Palantir dropped on Youtube yesterday. Druckenmiller is an investor in Palantir (minute ~34: “I bought your stock in I think it was 08, maybe it was 09.”) and his daughter works there as well (thank you to a Twitter friend for highlighting).

Much of the conversation is about geopolitics, ‘global instability,’ issues of culture and governance, and the role that Palantir can play. Druckenmiller dropped a few comments on markets which I’ll highlight below. Spoiler alert: he’s still bearish.