Sitemap - 2022 - The Art of Alchemy
Sitting With Uncomfortable Questions: A Different Kind of Year-End Review
🎙Audio Repost: Josh Wolfe. Using Doubt as Fuel and Bootstrapping an Enduring Partnership
🎙 Audio Repost: Patrick O'Shaughnessy. World Building with the Most Interesting People
Between Rest and Overdrive: Are Great Investors Lazy?
Great Investors Build Networks and Never Stop Learning with Alix Pasquet III
Magic Words in the World of Magic Money
📚Investment Library: The Money Game
The Hustler: Lessons from a Young Warren Buffett
The Philosopher's Trading Experiment: Peter Thiel and the Big Short That Never Was
On The Other Side of Bubble Mountain
🎙Adam Mead, Author of The Complete Financial History of Berkshire Hathaway
📚No Grand Strategy: The Complete Financial History of Berkshire Hathaway
📰Inside the Mind of Young Seth Klarman (1991 Interview)
The Evolution of Endowment Investing
Thinking About the Next Warren Buffett
Stanley Druckenmiller at CNBC Delivering Alpha
🎙Audio: Charlie Bluhdorn: The Conglomerate Boom's Tragic Hero
Charlie Bluhdorn: The Conglomerate Boom's Tragic Hero
Stanley Druckenmiller with David Novak
Follow-Up: Alix Pasquet and the Learning Mindset (Presentation, Transcript, Q&A)
Stanley Druckenmiller and Alex Karp of Palantir
🎙Audio Repost: Reflections on the Investing Process with Michael Mauboussin
🎙Audio: Focus and Finding Your Favorite Problems
Focus and Finding Your Favorite Problems
🎙 The Learning Mindset for Investors with Alix Pasquet
🎙Audio: The Tiger That Was a Wolf: Lessons From Julian Robertson
Julian Robertson: Lessons From the Tiger Who Was a Wolf
🎙Audio: Picking Stocks Like Warren Buffett
Picking Stocks Like Warren Buffett
Organizing your mental kitchen for information FOMO (Building A Second Brain)
Travel Note: View from the Peak
"A path opens to those who are honest."
Time for a walk (taking a summer break)
Commodities Corporation: Traders, Innovators, and Making a Virtue out of Necessity
Money: One Hell of a Drug. Empire of Pain: The Secret History of the Sackler Dynasty
🎙Marc Rubinstein of Net Interest: Fascinating Financials
Q&A with Nelson Wu of Open Square: Energy and Uncomfortable Dinner Conversations
Stanley Druckenmiller is Taking a Break (Maybe You Should, Too?)
Josh Wolfe, Venture Capital's Passionate Skeptic
Q&A with Scott Reardon: Great Investor Track Records
The Market Has No Memory. Should We?
Workshop Note: Bear Market Traps🐻
🎙Nick Maggiulli: Just Keep Buying
One Year In: Man Against Market
Liquidity, Market Signals, and Capital Cycles: Druckenmiller's Interviews of 1988 and 2018
🎙Sebastian Mallaby and the Machine for Manufacturing Courage
Buffett's first major TV interview and 5,106 pages of wisdom
When to listen to markets? Druckenmiller, Diversity, and the Debate over 1987
🎙Mary Childs and her book The Bond King
Does Wall Street Need New Storytelling?
🎙Max Frumes: The Caesar's Palace Coup and Distressed Investing
Stanley Druckenmiller, Part 3: The Crash of 1987
🎙Investors of Fintwit: Evan Tindell of Bireme Capital
What I Learned From Studying Michael Price
Subscriber Poll: Sebastian Mallaby, Ask Me Anything, Content & Frequency, Audio
Stanley Druckenmiller, Part 2: It's Good To Be Interesting
🎙Conversation with Jimmy Soni about his book The Founders and the story of Paypal
Weekly Workshop: Insomnia, ValueHive Podcast, Michael Price, Michael Mauboussin, Pierre Andurand
Stanley Druckenmiller, Part 1: The Young Gun Finds His Game
Q&A with Massif Capital: A Reshuffling in Real Assets
Weekly Workshop: Longevity and the Search for Equilibrium
🎙TRANSCRIPT: Dan McMurtrie: Resilience, Recovery, and Longevity in Investing
🎙Dan McMurtrie: Resilience, Recovery, and Longevity in Investing
Weekly Workshop: Ukraine, Icahn, Warren and Charlie, Caesar’s Palace, Lion Tracker, Twitter Snacks
📚: The Power Law: A History of Systematic Serendipity and Grand Slams
Kai Wu of Sparkline Capital: Tackling Difficult Questions With Unstructured Data
🎙Tom Morgan: The Voice Telling You It's Time To Move
What I Learned From David Tepper
David Tepper: The King of Bouncing Back
Workshop Note: Reality Tunnels
Conversation with Rob Wertheimer: Studying Great Industrials & Searching for Compounders
📚 Lessons from the Titans: Studying Great Industrial Companies
JAB and the Family Office Conundrum
Workshop Note: Culture & Conditions
Michael Bloomberg: Fintech’s People Person
Workshop Note: Learning (And Failing?) in Public with Jim O'Shaughnessy