Is Global Macro Gossip? S03:E06
Pirates of Finance
00:00
What Is the Best Way to Get Ahead of Them?
i think there's few people in the world, besides my partner and i, that could really express what this industry looks like. The other one is just absolutely bassing on a mike when you go alive on a friday. What has actually surprised me more than anything else is how few people at a really top level look work on portfolio construction and capital efficiency. It's such an ego play to even talk about this, and it's like i have two competing voices in my head right now. You literally are trying to discover new things every day. And i always awas about the tiniest little circle of microscopic knowledge which can only be discovered by someone who knows exactly where they
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