Immediate Trade

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Li Lu

Li Lu and Charlie Munger and Warren Buffett,” the speaker shares experiences and insights from meetings and mentorships with Charlie Munger and Warren Buffett. Munger, initially perceived as distant, provided valuable advice and encouraged long-term investment strategies. Buffett admired Munger’s ability to understand complex businesses and expand his investment horizons. Li Lu, a Chinese businessman, […]

Greg P
Greg P
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Israel vs. Iran

In the YouTube video titled “Professor John Mearsheimer: ‘Israel is trying to drag the US and Iran into a shooting war’”, Mearsheimer discusses the ongoing tensions between Israel and its adversaries, including Iran and Hezbollah. He emphasizes that Israel’s military dominance against these groups has diminished, making a decisive victory unlikely. Mearsheimer also argues that Israel’s recent […]

Greg P
Greg P
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Augmented Phoneality

Mark Zuckerberg discusses Facebook’s long-term investment in AR glasses, Orion, and his vision for the future of technology. He reflects on the transition from web to mobile platforms and believes that AR glasses will be the next major platform transition, offering holograms for a realistic sense of presence and serving as an ideal device for […]

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Greg P

John Collison

John Collison on the growth of electronic payments, fundraising, and unicorns staying private

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Greg P
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Short Volatility Callers

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Greg P
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Probability

Howard Marks explores the concept of risk through four key points. First, he highlights that the future is uncertain, and more outcomes are possible than will occur. Second, knowing probabilities does not eliminate uncertainty, as even the most probable outcomes are not guaranteed. Third, using the analogy of rolling dice, Marks illustrates that while we […]

Greg P
Greg P
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Meditations on Extremistan

In “Meditations on Extremistan,” Nassim Taleb discusses the concept of extreme events and their impact on various phenomena, using examples from finance, human height, and behavioral economics. Taleb emphasizes that while extreme deviations cannot be completely ruled out, they are unlikely in certain phenomena without compelling explanations based on physical processes or energy. He criticizes […]

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Greg P
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USA Facts (w/Steve Ballmer)

In the “Just the Facts About the US Economy” Steve Ballmer discusses the current state of the US economy, focusing on key areas such as inflation, employment, wages, and income distribution. The US economy experienced a significant decline in real growth due to the COVID-19 pandemic but recovered with a surge in 2021. Real GDP […]

Greg P
Greg P
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Bridgewater Outlook

Bridgewater Identify the Major Issues Facing Investors in the Years Ahead,” the speakers discuss various challenges investors will encounter in the coming years, including the sustainability of US exceptionalism, the US dollar’s strength, long-term bonds, Artificial Intelligence (AI), and China’s economy. US exceptionalism, driven by factors such as a large domestic market, responsive government policies, and […]

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Greg P
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Peace in the Middle East?

Rabbi Simon Jacobson interviews Loay Alshareef who shares his personal journey from holding hateful views towards Jews and Americans to promoting interfaith dialogue and understanding. Alshareef discusses his upbringing in Saudi Arabia and the influence of religious texts and figures on his beliefs, emphasizing the importance of debunking misinformation and promoting knowledge and understanding. He also reflects […]

Greg P
Greg P
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A.I.

 All-In Summit 2024. Sergey Brin discusses his excitement about the recent advancements in artificial intelligence (AI) and his return to Google to focus on this field. He shares his optimism about AI becoming an extension of search and expresses skepticism about the need for massive compute to build AI models. Brin also highlights current trends in AI, […]

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Greg P
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Sept 11

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Greg P
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The Gold Vault

The federal reserve, the referee of all banks, completed this building in 1924 to house most of their gold holdings. After five years of construction It symbolizes the power and stability of the Federal Reserve System. 80 feet below street level, built on bedrock, 6000 tons of gold is stored in the NYFed vault, the […]

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Greg P
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Chicago DNC

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Greg P
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Lehman Bros

Wall Street during the early 2000s, with a focus on Lehman Brothers, one of the oldest and most aggressive investment banks. The mortgage industry saw significant growth due to securitization and government encouragement of homeownership, leading to the bundling and selling of mortgage contracts to institutional buyers worldwide.  Lehman’s executives, such as Anthony Fry and […]

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Greg P
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Monaco Expansion

Monaco, the world’s smallest and wealthiest country, is expanding into the sea with a new $2 billion neighborhood called Mareterra. The development, which costs $2 billion, is being funded by nine wealthy families, six of whom are from European countries outside of Monaco. The project directors have the power to approve new residents, making the neighborhood […]

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Greg P
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YouTube’s Financial Spokesperson

Patrick Boyle has two very valuable skillsets and provides great perspective and context to breaking news stories. He has the ability to trade as well as make engaging videos. Topics covered are trust, stats, cognitive biases, and ponzis, brexit, and bubbles.

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Greg P
Cover Image for Why 2% Succeed.   Lessons from Warren Buffett

Why 2% Succeed. Lessons from Warren Buffett

Buffett expresses his belief in investing only in things he understands and shares his experience with evaluating businesses based on their economic characteristics. He uses examples of industries like automobiles and airplanes to illustrate how difficult it is to predict winners and emphasizes the importance of understanding the economic consequences of a business. Buffett shares […]

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Greg P
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The Thiel Experience

I’m not sure if Thiel is at the same level of Bond villain as Elon or Sam Altman but this interview was entertaining at 1.5x. Peter Thiel and Joe Rogan discuss various topics including Thiel’s contemplation of leaving California and the country, the US budget deficit, the paradoxical nature of California’s economy, and the history […]

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Greg P
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Supersonic Airlines?

Boom Supersonic discusses the progress of its supersonic jet, the Overture, with a focus on the development of its own engine, Symphony, and the advanced design of the flight deck. The company aims to bring supersonic airliners back into commercial service within the next 5 years due to the increased speed leading to more travel […]

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Greg P