Yet Another Value Podcast

Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks

Nov 20, 2024
Join a lively discussion on the aftereffects of the recent election and how it’s reshaping market dynamics. Explore how top investors mirror elite athletes in their dedication to peak performance. Delve into unexpected investing blind spots, including financial engineering and existential risks that could impact the market. Uncover how informed betting markets defy conventional media narratives, offering a fresh perspective on volatility. A unique blend of insights and personal anecdotes makes for an engaging listen!
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INSIGHT

Market Reactions to Elections

  • Markets react to first-order thinking after elections, like with Trump's win.
  • Look for second-order opportunities, considering volatility and less obvious beneficiaries.
ANECDOTE

Trump Whale on Polymarket

  • A "Trump whale" on Polymarket bet $50 million on Trump winning, contradicting mainstream polls.
  • The media dismissed him, but his alternative polling methods proved insightful, highlighting media bias.
ADVICE

Learning from Top Investors

  • Learn from top investors like LeBron James invests in his body.
  • Identify their methods for gaining an edge, like using alternative data or focusing on niche markets.
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