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Israel-Hamas
Credit goes to Piers Morgan for presenting Norman Finkelstein and Alan Dershowitz who argue the historical context surrounding the Arab-Israeli conflict, creation of Israel, and displacement of the Palestinians and Jewish people. Finkelstein highlights the expulsion of Palestinians and questions the legitimacy of historical entitlement to land as a justification for the ongoing conflict, while…
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The Thiel-verse
Thiel’s success is attributed to his ability to navigate contradictions and embrace his own path regardless of traditional affiliations. He discusses his investments, involvement in elections, and critiques of identity politics and ideological conformity within the left-leaning elite circles, emphasizing a shift in the political and cultural landscape. Thiel also reflects on the current state…
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In Private Company…
Apollo Global CEO Marc Rowan discusses public vs. private market investing, money flows, risk, the future of private equity and the scalability of his business. “In the US we have 12 to 13 trillion in 401K. These are people who need retirement money, retirement savings more than anyone else in the world. Returns. What do…
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In Good Company
Stan Druckenmiller discussing various aspects of the financial markets, focusing on inflation, the Federal Reserve ‘s strategies, investment decisions, trading experiences, and advice for aspiring individuals in the industry. Druckenmiller expresses concerns about potential risks from premature declarations of victory over inflation and discusses the implications of his personal investment strategies, including the importance of being forward-looking…
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A Chat With GPT…
Trump, Elon, and a few others now face a moral and ethical dilemma about what to do with their businesses. Check out my conversation with ChatGPT Greg Why did hank paulson not pay taxes on his goldman sachs stock before becoming a government official ChatGPT Henry “Hank” Paulson was legally exempt from paying capital gains…
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The Biggest Ws
Garry Tan discusses key insights around spotting extreme winners, offering advice to founders in AI, and sharing lessons from his experiences with successful entrepreneurs. He highlights the remarkable success and streamlined process of Y Combinator , emphasizing the importance of funding highly technical and earnest individuals. Tan also reflects on the impact of AI in entrepreneurship and…
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Mike Green on “Passive”
The causes, risks, and future related to passive investing and its influence on the markets. In summary Mike has quantified 1) the effects of regulatory and QDIA changes as well as 2) value managers being fired and passive managers being hired. https://www.simplify.us/leadership
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3D Printed Homes
3D Printed Domes and Arches – Revolutionary Printed House Tour with ICON’s Robotic Arm,” the speaker explores Icon Skunk Works in Austin, Texas, where the first house was 3D printed using ICON’s giant robotic arm, Phoenix. The 110 ft wide and 27 ft tall structure, which took 400 hours to print, showcases the potential of ICON’s…
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Index Funds + Private Equity
John Coates, a professor of Law and Economics at Harvard Law School, discusses the concentration of power in the financial sector through the growth of index funds and private equity funds. Coates explains that these financial institutions have grown to control significant portions of the US economy, with private equity controlling between 15 and 20%,…
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What’s Going to Happen?
“Who knows what these polls even mean. No one even responds to them anymore.” Stanley Druckenmiller expresses his concerns about the Federal Reserve’s current monetary policy, drawing parallels to his 2021 opinion piece in The Wall Street Journal where he warned the Fed was “playing with fire” due to their commitment to forward guidance. Druckenmiller…
Got any book recommendations?