Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 2min
The Importance of Macro Strategy
01:57 • 4min
The Long Term Secular Trends Post Lockdown
05:43 • 6min
The Grifter Side of Inflation
11:33 • 4min
The Importance of Immigration
15:29 • 2min
The Politics of Loss Aversion
17:50 • 2min
The Trade for the World's Roster
19:51 • 3min
The Reality Tunnels of Jack Moth
23:10 • 3min
Liquidity Is a Promise Believed
25:44 • 2min
The Importance of Liquidity in Trading
27:20 • 3min
The Panic of 1907
30:11 • 2min
The Goldman Sachs Baskets
32:09 • 2min
The Long Term Consensus Trade
34:11 • 3min
The Power of Momentum
37:00 • 2min
The Future of Education
38:57 • 5min
How to Be a Successful Speaker
43:30 • 2min
How to Be a Better Evangelist
45:28 • 2min
The Importance of Integrity in Life
47:16 • 3min
Public Color and YC: A Mentor and Role Model
50:06 • 5min
The Importance of Listening to Your Voice
55:17 • 3min
The Importance of Ground Rules in Public Education
58:11 • 6min