The dollar is backed by three thousand 800 nukes and the only demonstrated willingness to use them in warfare throughout history. With yournout, it mildly, you're the big stack for poker, fishnautos, you can bully people a little bit. And when you pick a fight with the big dog, you better be darned sure you take him out.
Our guest this week is Liz Hall, an investor who burst onto Financial Twitter with a hundred tweet thread on her ‘hot takes’ in finance. In this episode, we discuss:
- Her unique background and introduction to investing.
- The power of narrative and emotion in investing.
- The importance of dispassionate analysis.
- Capital allocation.
And much more. You can find Liz’s super thread here: https://twitter.com/LAForeverHall/status/1205981236960714754?s=20