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 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40
Introduction
00:00 • 4min
How Twitter Changed My Life
04:04 • 4min
The Loop That Drives the Quality of Content on Twitter
07:47 • 4min
The Importance of Working the Process
11:42 • 4min
How to Get Out of a Negative Life
15:42 • 2min
The Importance of Deeper Value Investing
17:26 • 1min
The Value School of Thought Can Poison Your Psychology
18:56 • 4min
The Value of Being Smarter Than Everyone Else
22:26 • 3min
The Importance of Being Flexible in Investing
24:57 • 3min
How to Evaluate a Company's Culture
28:07 • 5min
The Importance of Convergent Thinking in Trading
32:46 • 2min
What Are You Laughing At?
34:56 • 2min
The Power of Comedy
36:57 • 4min
The Role of Twitter in Prop Trading
41:00 • 6min
The Double-Edge Sword of Value Investing
46:40 • 2min
How to Value Your Business
48:55 • 5min
The Tesla Short Thesis
54:11 • 2min
The Importance of High Severity Variant Views
56:41 • 4min
The Importance of Being Permanent
01:00:34 • 1min
How to Interview Psychopathically Aggressive Entrepreneurs
01:01:59 • 6min
The Importance of Managing Risk
01:07:35 • 4min
How to Compete With the Market
01:11:44 • 6min
The Importance of Public Statements
01:17:27 • 3min
The Tina Factor and the Risk Tolerance of Long Duration Assets
01:20:50 • 6min
How to Hedging the Market in March and April
01:26:37 • 2min
The Importance of Avoiding Dreams
01:28:40 • 4min
The Structured Dominance of a Buyback Strategy
01:33:05 • 1min
Warren Buffett's Long-Short Manager
01:34:32 • 2min
The Importance of a Good Culture in Business
01:36:57 • 2min
The Future of Commerce Is Unconscious Buying
01:39:02 • 4min
Netflix's Competitive Landscape
01:43:13 • 4min
The Role of Fools in the Short Market
01:47:30 • 2min
The Importance of Networking in Value-Winning Companies
01:49:37 • 2min
The Importance of Value Traps
01:51:44 • 6min
The Importance of Risk Reward in Poker
01:57:33 • 4min
The Importance of Social Credit in Investing
02:01:40 • 2min
How to Deal With a Position That You're Long Really Working
02:04:01 • 2min
The Importance of Tax Sensitivity
02:06:19 • 4min
How to Buy Puts on Names You Own
02:10:29 • 2min
The Real Deal
02:12:21 • 4min