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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…
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The Cost of an Empire
“Why does the US spend so much on its military?”, Johnny Harris discusses the US military budget surpassing that of other major military powers combined and delves into the details of military spending. Approximately half of the budget goes towards operations and maintenance, with the next largest category being people. The Pentagon also spends heavily…
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Li Lu
Li Lu and Charlie Munger and Warren Buffett,” the speaker shares experiences and insights from meetings and mentorships with Charlie Munger and Warren Buffett. Munger, initially perceived as distant, provided valuable advice and encouraged long-term investment strategies. Buffett admired Munger’s ability to understand complex businesses and expand his investment horizons. Li Lu, a Chinese businessman,…
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Israel vs. Iran
In the YouTube video titled “Professor John Mearsheimer: ‘Israel is trying to drag the US and Iran into a shooting war’”, Mearsheimer discusses the ongoing tensions between Israel and its adversaries, including Iran and Hezbollah. He emphasizes that Israel’s military dominance against these groups has diminished, making a decisive victory unlikely. Mearsheimer also argues that Israel’s recent…
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Augmented Phoneality
Mark Zuckerberg discusses Facebook’s long-term investment in AR glasses, Orion, and his vision for the future of technology. He reflects on the transition from web to mobile platforms and believes that AR glasses will be the next major platform transition, offering holograms for a realistic sense of presence and serving as an ideal device for…
Got any book recommendations?