Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
Tiger Robertson and the End of the Dot-Com Bubble
02:18 • 2min
Robertson's Ponzi Pyramid
04:20 • 3min
Tiger Cubs
07:14 • 3min
I Love My Life So Much Now, It's Much Better to Run My Own Money
09:55 • 2min
It Was Glug, Imun Glug
12:13 • 2min
Robertson's Strategy Wasn't Complex, but It Was
14:30 • 2min
The Key to Tiger Success Over the Years
16:21 • 4min
Robertson Was Not Having Fun
20:08 • 2min
Tiger Woods Was Not a Solo Predator. His Strength Was Building an Elite Team
21:40 • 3min
The Tiger in the Land of Bolson Bears
24:27 • 4min
Hedge Funds
28:44 • 4min
Capital Allocators
32:24 • 4min
The Bedrock of Tigers Returns in the 1990s
36:47 • 3min
The Value Investor Mindset Disqualifies Robertson From Mastering Macro Value Investors
39:32 • 3min
The Long Term Capital Management Crisis
42:08 • 2min
What I Take Away From Julian Robertson's Life
44:27 • 2min