Podcast appearances and mentions of stan druckenmiller

funds, and major investors like Ray Dalio and Stan Druckenmiller on board? Crypto ETF pioneer Matt Hougan has the latest and offers advice for navigating this explosive market. WEALTHTRACK episode 2221, broadcast on 11-21-2025

In this episode, Robert explores why resilience is the single most underrated quality in trading and investing. Drawing parallels from Stan Druckenmiller and George Soros to a famous baseball player, he explains being quick to move on can be just as important as finding winners. He then connects this mindset to today's market setup covering the stimulus wave, technical trends, and the sectors showing strength as volatility creeps in. From gold miners and AI stocks to the surprising opportunity in financials, Robert shares where he's putting his focus now. Plus, a listener question sparks a deep dive on Alphabet ($GOOGL), regulation, and why it still has long-term upside.

What's the secret to building a fulfilling career? Nicolai Tangen shares some of the most powerful advice he's gathered from his extraordinary guests on In Good Company over the years. Hear from AMD's Lisa Su on running towards problems, Bill Gates on continuous learning, and NVIDIA's Jensen Huang's contrarian take on passion. You'll also get career wisdom from Mary Barra of General Motors, Goldman Sachs' David Solomon's 'two-thirds rule,' and Ferrari CEO Benedetto Vigna's four-pillar success framework. Plus insights from poker champion Annie Duke, Accenture's Julie Sweet on living without regrets, and legendary investor Stan Druckenmiller's unconventional advice. Wondering what personal advice Nicolai has for you? Don't miss this episode!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

The Art of Value: Markets host JJ breaks down how a recently updated stock market chart shows that the current bull market, led by AI-related stocks, so far is tracking perfectly with the internet stock boom of the 1990s, which led to a massive bubble and bust. Will this end up being similar? Related episodes:Stan Druckenmiller on Nvidia Stock & AI Investing Now https://youtu.be/wDxFzG9_dfwAswath Damodaran on Nvidia: We've Overreached on The AI Trade https://youtu.be/vs-rVylukJAPeter Thiel on How To Make Money in A.I. Investing https://youtu.be/kZ0JGbf3hlMReferenced video:The AI Bull Market Is Perfectly Tracking the Original 90's Internet Boom | WDWL?https://youtu.be/jSyd0pAxmnMDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

The Art of Value: Markets host JJ breaks down how a recently updated stock market chart shows that the current bull market, led by AI-related stocks, so far is tracking perfectly with the internet stock boom of the 1990s, which led to a massive bubble and bust. Will this end up being similar? Related episodes:Stan Druckenmiller on Nvidia Stock & AI Investing Now https://youtu.be/wDxFzG9_dfwAswath Damodaran on Nvidia: We've Overreached on The AI Trade https://youtu.be/vs-rVylukJAPeter Thiel on How To Make Money in A.I. Investing https://youtu.be/kZ0JGbf3hlMReferenced video:The AI Bull Market Is Perfectly Tracking the Original 90's Internet Boom | WDWL?https://youtu.be/jSyd0pAxmnMDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Dan Tapiero is a 25-year Wall Street veteran who worked with legendary investors like Steve Cohen, Stan Druckenmiller, and Julian Robertson. Today, he manages $1.5 billion across 23 crypto companies through his funds 10T Partners and One River.He shares lessons learned from Wall Street's greatest traders, explains why he transitioned from traditional macro trading to crypto, and discusses his view that Bitcoin will reach $1 million within 10 years as part of his thesis for why institutions must have crypto exposure.__________________________________FOLLOW DAN TAPIERO• Twitter: https://x.com/DTAPCAP• LinkedIn: https://www.linkedin.com/in/dan-tapiero-22b41b191/FOLLOW 10T HOLDINGS• Twitter: https://x.com/10Tfund• Website: https://10tfund.com/FOLLOW KEVIN & WHEN SHIFT HAPPENS

Après trois jours de chute libre sur les marchés boursiers, les grands noms de la finance sonnent l'alarme. Bill Ackman, Elon Musk, Jamie Dimon…, tous dénoncent la guerre commerciale déclenchée par Trump. Mais le président, lui, s'en fiche et il fonce. Pendant des années, Wall Street a fermé les yeux. Tant que les baisses d'impôts, la déréglementation et les petits tweets rageurs de Donald Trump faisaient grimper le Dow Jones, tout allait bien. Mais voilà que l'idylle se fissure. Pire encore, elle explose en plein vol. C'est vrai que depuis son retour à la Maison-Blanche, Trump semble avoir confondu politique économique avec kamikaze tarifaire. Le 2 avril dernier, il a donc lancé son jour de libération en décrétant des droits de douane massifs contre tout ce qui bouge : la Chine, le Mexique, le Canada et même ses soi-disant, anciens alliés ou amis comme l'Europe. Le résultat ? Trois jours de carnage boursier, un Nasdaq à genoux et un Wall Street en panique. Le réveil est donc brutal, surtout pour ceux qui pensaient avoir voté pour un businessman éclairé. Bill Ackman, par exemple, qui est un gourou financier aux États-Unis et un ex-héros du mouvement Anti-woke, résume très bien le malaise. Je le cite "Ce n'est pas pour cela que nous avons voté ". Traduction : on voulait un président pro business et pas un saboteur des marchés financiers. Et dans les coulisses, c'est d'ailleurs aussi la panique… Mots-Clés : sondage, confidentiel, Yale, grands patrons, Pfizer, Dell, JP Morgan, alarme, bourse, zone, libre échange, Europe. Milton Friedman, vidéo vintage, appui, Stan Druckenmiller, figure mythique, marchés financiers, lâche, Jimmy Diamond, JP Morgan, Dan Ivey, stratège technologique, Armageddon, Silicon Valley, méthode Coué, chute des cours, purge, retraités américains, portefeuilles, milliardaire, pyromane, pompier, instincts protectionnistes, illusion, acides, crash, fake news, réfuter, connerie, bêtise, énergie, la loi d'Alberto Brandolini. Alberto Brandolini, informaticien italien, sagesse, formaliser, analyste, quotidien, vérité, preuves, argumentaire, mensonge, conviction, micro, caméra, orfèvre. --- La chronique économique d'Amid Faljaoui, tous les jours à 8h30 et à 17h30. Merci pour votre écoute Pour écouter Classic 21 à tout moment i: https://www.rtbf.be/radio/liveradio/classic21 ou sur l'app Radioplayer Belgique Retrouvez tous les épisodes de La chronique économique sur notre plateforme Auvio.be :https://auvio.rtbf.be/emission/802 Et si vous avez apprécié ce podcast, n'hésitez pas à nous donner des étoiles ou des commentaires, cela nous aide à le faire connaître plus largement. Découvrez nos autres podcasts : Le journal du Rock : https://audmns.com/VCRYfsPComic Street (BD) https://audmns.com/oIcpwibLa chronique économique : https://audmns.com/NXWNCrAHey Teacher : https://audmns.com/CIeSInQHistoires sombres du rock : https://audmns.com/ebcGgvkCollection 21 : https://audmns.com/AUdgDqHMystères et Rock'n Roll : https://audmns.com/pCrZihuLa mauvaise oreille de Freddy Tougaux : https://audmns.com/PlXQOEJRock&Sciences : https://audmns.com/lQLdKWRCook as You Are: https://audmns.com/MrmqALPNobody Knows : https://audmns.com/pnuJUlDPlein Ecran : https://audmns.com/gEmXiKzRadio Caroline : https://audmns.com/WccemSkAinsi que nos séries :Rock Icons : https://audmns.com/pcmKXZHRock'n Roll Heroes: https://audmns.com/bXtHJucFever (Erotique) : https://audmns.com/MEWEOLpEt découvrez nos animateurs dans cette série Close to You : https://audmns.com/QfFankxDistribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

* Market update* Scenerios* VIX History* Black Monday* Recommendations and LinksListen on Apple, Spotify, or Google Podcasts.Market Update

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years published once a month. These are N of one conversations with N of one people. This is a rare opportunity to hear from one of the best investors of the past decade—Josh Kushner, founder and managing partner of venture firm, Thrive Capital. Josh started Thrive in 2010 and launched its first institutional fund in 2011. That first institutional fund was $40 million and, in it, Thrive led Warby Parker's Series A, invested in Instagram, and incubated a business, which Josh co-founded, called Oscar. Their portfolio is stage agnostic and their track record includes many of the best known businesses from the past decade, including Spotify, Unity, Stripe, and Twitch among many more. Please enjoy my great conversation with Josh Kushner. Subscribe to Colossus Review. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by WorkOS. WorkOS is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. With a single API, developers can implement essential enterprise capabilities that typically require months of engineering work. By handling the complex infrastructure of enterprise features, WorkOS allows developers to focus on their core product while meeting the security and compliance requirements of Fortune 500 companies. Visit WorkOS.com to Transform your application into an enterprise-ready solution in minutes, not months. ----- This episode is brought to you by Passthrough. Passthrough streamlines subscription documents, KYC, and AML compliance, so you can focus on running your fund, not managing paperwork. New SEC Update 31 CFR hits investment firms in under a year, and managers are getting ready for it now. If you think basic OFAC screening is enough, think again. You'll need continuous monitoring of your investors and all their beneficial owners across multiple watchlists, plus a comprehensive anti money laundering program. Passthrough has already processed 50,000 LPs and built the complete solution. Don't risk SEC deficiency letters, fines, or regulatory enforcement. Visit passthrough.com to get compliant now. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.  Follow us on Twitter: @patrick_oshag | @JoinColossus Show Notes (00:00:00) Welcome to Invest Like the Best (00:05:14) Why do this podcast (00:08:14) The development of taste and quality  (00:12:20) CS Lewis tweet; The Inner Ring (00:18:14) Overview the founding story of Oscar Health (00:25:18) Learning to identify good problems and creating a business to solve it (00:27:43) The birth story of Thrive Capital (00:32:14) Lessons learned from creating the first three Thrive funds (00:39:44) Talent, recruiting and seeing potential in younger generations of people (00:47:40) Investments he made during the early foundation of Thrive that had significant impact (00:51:12) His analogy for investing in early versus late stage and styles of real estate investing (00:56:22) The current macro environment (01:00:57) Why he sold small stakes of Thrive (01:05:10) His philosophy on what makes a good product (01:10:10) His absence from crypto and why he refrained during the boom in 2021 (01:12:33) Thoughts about the opportunity set in FinTech today writ large (01:15:39) Lessons learned from his time spent with Marc Andreessen (01:17:43) Lessons learned from Stan Druckenmiller, Henry Kravis, and David Geffen (01:22:09) Firm values he thinks are very important (01:31:15) Vision as a key ingredient for founders (01:34:19) His view of the investment industry in the world today writ large  (01:44:48) The kindest thing anyone has ever done for him

In this episode, Simon breaks down a type of risk that often flies under the radar for everyday investors—counterparty risk. Whether you're dealing with a brokerage, bank, crypto exchange, or even a gold custodian, you're exposed to the risk that the other party might not hold up their end of the deal. Plus, we touch on lessons from great investors like Bill Nygren and Stan Druckenmiller—including the importance of maintaining conviction in your investment thesis and having the humility to change your mind. We wrap up with a look at current retail investor allocations and whether markets have become a bit too complacent after a strong year for equities. Tickets of stocks/ETFs discussed: Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Send us a textGood Fortune Makes the Man, and The Man Retains the Fortune and Multiplies It...Welcome back to another transmission from paradise, broadcasting from the heavenly shores of St. Barts. The Acid Capitalist, beamed straight into your ears, sun-kissed and untamed. This week, I open the vault—pulling an old gem from my private paywall, unchaining it from Patreon and Substack for the first time. And trust me, this one is electric.The year is 2000. The stage is Wall Street. And our protagonist? Derek Wallis, The Kiwi Proton Bomb. Fresh off the boat, wide-eyed, an eager foot soldier on the trade floor. But what happens when the greenhorn is tasked with telling Stan Druckenmiller, the man, the legend, that he's just vaporized a billion dollars? Trial by fire? No—trial by inferno.And then there's George Soros—the erratic, the enigmatic, the Palindromic Genius. The man who stalks markets like a predator, who sees the bubbles before they even take shape, who vanishes for months only to reappear, calling the desk four times an hour. The hurricane around which entire fortunes rise and fall. And Derek? Derek's there. Watching. Learning. Surviving.Fast forward. 2005. The Acid Capitalist himself walks into Soros Fund Management—the room temperature drops, chairs scrape, portfolios tremble. Derek was there, they all were. And the chairman, in a moment of delirious clarity, utters the words: 'We've found the next George Soros.' Who was he talking about? Ah, that's where things get interesting…But it gets wilder—trading desks, chaos, the kind of madness that makes a market. You want the full story? You want to know about the topless woman who brought down the Bloomberg terminals? You want to hear the truth about how the world's greatest speculator saw bubbles, rode them, burst them? Then you'll want to listen to this one.Stay sharp,Hugh Hendry, The Acid CapitalistP.S. If you're asking 'What's the score?' every hour of the trading day, you're already lost. The markets whisper in static. But ask once a year, and if you're good—exceptionally good—the mirror, mirror on the wall might just reveal your genius.https://www.occupyajobonwallstreet.com/ ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!

Today's guest is the new US Treasury Secretary, serving under Donald Trump. The role gives him immense responsibility for managing US obligations and finances, including circa. $7 trillion of annual US federal spending, the $35+ trillion fiscal debt pile and continued inflationary pressures on both US businesses and consumers. Prior to this, Scott was a globally respected and market-moving hedge fund investor. He was key player on the George Soros's team, who in 1992 helped the Quantum Fund make $1bn, shorting sterling ahead of the UK's withdrawal from the ERM. Then, as Soros's CIO, he was also dubbed ‘The Man Who Broke the Bank of Japan' by the Wall Street Journal, making approximately $3.5bn on the Abenomics trade from 2012-2015! Scott is widely acknowledged to be one of the world's most highly respected macro hedge fund managers, and is the Founder of Key Square Capital Management. He has also taught financial history at Yale and is a prominent philanthropist. In this episode, Scott explains the key ingredients in being a macro manager. He charts his journey, working with legendary investors such as Stan Druckenmiller and George Soros. He opines on a range of key investment themes, including his thoughts on de-dollarisation, debt, commodities, the Ukraine rebuild, and AI. He also shares his analysis of the fast-evolving markets in both China and Japan. Scott goes on to discuss risk, when and how he sizes positions, signposts that influence conviction, and dealing with information overload. A tour de force! Interview originally recorded in September 2023. ​​The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG. Sign up to our Newsletter | Follow us on LinkedIn |  Watch on YouTube

I react to part of a recent In Good Company podcast interview with legendary super investor Stan Druckenmiller, in which he discusses his thoughts on the increasingly richly valued U.S. tech sector, and A.I. stocks such and Nvidia. Druckenmiller discusses how he is currently positioned in the A.I. sector, and what signs he's looking for going forward. Related episodes: Peter Thiel on How To Make Money in A.I. Investing https://youtu.be/kZ0JGbf3hlM Nvidia Growth To Continue For AT LEAST 18-24 Mths! https://youtu.be/9gVAYM73vo8 Referenced video: Stan Druckenmiller | Podcast | In Good Company | Norges Bank Investment Management https://youtu.be/-5Weeox0Xus Join The Art of Value Patreon community: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to part of a recent In Good Company podcast interview with legendary super investor Stan Druckenmiller, in which he discusses his thoughts on the increasingly richly valued U.S. tech sector, and A.I. stocks such and Nvidia. Druckenmiller discusses how he is currently positioned in the A.I. sector, and what signs he's looking for going forward. Related episodes: Peter Thiel on How To Make Money in A.I. Investing https://youtu.be/kZ0JGbf3hlM Nvidia Growth To Continue For AT LEAST 18-24 Mths! https://youtu.be/9gVAYM73vo8 Referenced video: Stan Druckenmiller | Podcast | In Good Company | Norges Bank Investment Management https://youtu.be/-5Weeox0Xus Join The Art of Value Patreon community: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

We've curated a special 10-minute version of the podcast for those in a hurry. Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/stan-druckenmiller-inside-the-mind-of-a-legendary-investor/id1614211565?i=1000675883446 This week, Nicolai Tangen visits Stan Druckenmiller in New York — one of the most renowned investors of our time, known for his insights into macroeconomics and markets. In this conversation, Druckenmiller shares his approach to major trades, like his groundbreaking bet against the British pound, and offers a unique perspective on today's market, discussing inflation risks, AI's potential in investing, and what keeps him ahead of the curve. The investor shares his reflections on the Fed's role, the future of tech, and lessons learned from mentor George Soros. In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episode out every Wednesday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse, with research by Une Solheim. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.

This week, Nicolai Tangen visits Stan Druckenmiller in New York — one of the most renowned investors of our time, known for his insights into macroeconomics and markets. In this conversation, Druckenmiller shares his approach to major trades, like his groundbreaking bet against the British pound, and offers a unique perspective on today's market, discussing inflation risks, AI's potential in investing, and what keeps him ahead of the curve. The investor shares his reflections on the Fed's role, the future of tech, and lessons learned from mentor George Soros.In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episode out every Wednesday.The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse, with research by Une Solheim.Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.

Scott Bessent is the CEO and CIO of Key Square Group and a renowned global macro investor. His 40-year investment career has included two stints at Soros Fund Management, the first for a decade under Stan Druckenmiller and the second for five as CIO. In between, Scott launched a hedge fund, retired, and joined me at Protégé Partners when he learned retirement wasn't for him.   Following his second tour at Soros, Scott started Key Square with $4.5 billion, one of the largest hedge fund launches in history. Scott has been profiled in two best-selling investment books, Steve Drobny's Inside the House of Money and Sebastian Mallaby's More Money than God.   Our conversation covers Scott's investment path learning research from Jim Rogers, short selling from Jim Chanos, global macro investing from George Soros and Stan Druckenmiller, and twice hanging his own shingle. We discuss high-conviction ideas, asymmetric asset selection, position sizing, risk management, a hub and spoke approach, and core challenges of the global macro hedge fund business.    I once told Scott that he could read the newspaper six months ahead of time because I had never encountered someone with his ability to connect dots and imagine investments others had not considered. His interest in improving the country's economic picture has led him to shed his publicity-shy nature, and I'm grateful for the opportunity to share his story. Take Capital Allocators Audience Engagement Survey Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Earnings Season continues as October ends: Microsoft and Meta reports reveal lowered expectations for 2025; Microstrategy is raising stakes on Bitcoin w $42-B buy: Will prove to be either brilliant or disastrous (only 6% of Bitcoin owners are active users); Apple & Amazon results will reveal more about consumer spending. Can famed investors Paul Tudor Jones and Stan Druckenmiller, who recently proclaimed they are short bonds, thus betting on higher yields, be wrong? Looking at trends in Deficits, Debt, and their relationship to GDP; 2019 vs 2025: Is this time really different? What Money Supply is really doing. SEG-1: What Earnings Are Saying About Consumer Spending SEG-2: Convertible Bonds & Markets Seeking Perfection SEG-3: Can Paul Tudor Jones & Stanley Drunkenmiller Be Wrong? SEG-4: Deficits, Debt, & GDP Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=esqhIBreVZ8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "Can Paul Tudor Jones and Stanley Druckenmiller Be Wrong?" https://realinvestmentadvice.com/can-paul-tudor-jones-and-stanley-druckenmiller-be-wrong/ "Key Market Indicators for November 2024" https://realinvestmentadvice.com/key-market-indicators-for-november-2024/ ------- The latest installment of our new feature, Before the Bell, "Markets' Best Since 2018" is here: https://www.youtube.com/watch?v=DVTVr2sHG74&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1&t=1s ------- Our previous show is here: "Why this Bull Market Feels Weird" https://www.youtube.com/watch?v=SSkBraqrjmU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2989s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #EarningsSeason #LoweredExpectations #PaulTudorJones #StanleyDruckenmiller #MarketOutlook #InvestmentPredictions #HedgeFundInsights #MarketsHedging #FundOutperformance #BondRatings #LehmanBrothers #GovernmentSpending #SpendingCuts #FederalBudget #SellSignals #MarketCorrection #MarketConsolidation #MarketIndicators #EconomicOutlook2024 #StockMarketForecast #FinancialTrends #FedPolicyUpdate #BullishRally #MarketCorrection #InvestorCaution #StockMarketTrends #MarketSustainability #2024Election #DonaldTrump #KamalaHarris #TreasuryBonds #StockMarketOutlook #MarketCorrection #InvestorSentiment #Recession #MarketRallyEnd #Q3Earnings #MarketOutlook2024 #StockMarketForecast #CorporateEarnings #AllTimeHighs #Gold #ConsumerSpending #MagnificentSeven #InvestmentStrategy #InvestingAdvice #Money #Investing

 Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) Billionaire investor Stan Druckenmiller said markets are pricing in a Donald Trump victory ahead of next month's US presidential election.(2) Vice President Kamala Harris sought to deflect criticism over the administration's handling of the border crisis, her stance on transgender rights and her ties to President Joe Biden in a combative interview Wednesday on Fox News.(3) China's economy likely grew at its weakest pace in six quarters, prompting Beijing to roll out a swath of stimulus measures in late September to draw a line under the slowdown.(4) Europe should use the challenges posed by an increasingly fragmented world order and geopolitical conflicts as an opportunity to strengthen the foundations of its domestic market, according to European Central Bank President Christine Lagarde.(5) UK Chancellor Rachel Reeves could raise £15 billion ($20 billion) a year from the wealthiest Britons by targeting capital gains and inheritance without triggering an exodus of millionaires, according to two think tank reports. See omnystudio.com/listener for privacy information.

I react to more of an interview with super Investor David Tepper from Appaloosa Management, who recently offered his very bullish views on Alibaba stock and the Chinese stock market. His opinion is then compared with legendary investor Stanley Druckenmiller, and Fundstrat's Tom Lee. Stocks mentioned include BABA (Alibaba), PDD (Pinduoduo), JD, BIDU (Baidu), KWEB, FXI (China stock EFTs) Timestamps: 01:14: David Tepper on Alibaba and other China stocks 05:49 Recent performance of Tepper's China stocks 07:12 David Tepper vs Stan Druckenmiller on Chinese stocks 11:34 Fundstrat's Tom Lee: China stock market outlook Related episodes: Super Investor David Tepper SUPER BULLISH On Alibaba Stock https://youtu.be/x7C5Tz_4iPc Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce  https://youtu.be/vsrmMAkO9Z4 Alibaba Stock: Reactions to Shock Jack Ma Memo! | BABA Stock https://youtu.be/W54QVlxSwPw Join The Art of Value Patreon community for exclusive content I don't share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

S2E5 features Raoul Pal who is the founder/CEO of RealVision and Global Macro Investor.Previously, Raoul was in finance for over 35 years working in institutions like Natwest, Goldman, and also in the hedge fund industry, servicing greats like Paul Tudor Jones, Stan Druckenmiller, and Louis Bacon.In this episode, Nifty & Jared talk with Raoul about his experience working in traditional finance, how he became interested in taking crypto seriously, why NFTs are the “top of the pyramid,” the founding artists in the space, and building a good lifestyle.Prefer video? Watch this episode on our YouTube channel: https://www.youtube.com/@squiggledaoThe sponsor of this episode is NFTfi. NFTfi is the most battle-tested and secure lending and liquidity protocol for NFTs. Since launching in 2020, NFTfi has had over 60,000 loans with zero security incidents. Try lending today: https://nftfi.com/GuestRaoul Pal: https://twitter.com/RaoulGMIHostsNifty Fifty: https://twitter.com/NiftyFiftyETHJared Poz: https://twitter.com/jared_pozEditorFnkl: https://twitter.com/_fnklSquiggleDAOWebsite: https://www.squiggledao.com/Discord: https://discord.gg/squiggledaoTwitter/X: https://twitter.com/squiggleDAOMembership NFT: https://opensea.io/collection/squiggledaoNewsletter: https://squiggledao1.substack.com/Instagram: https://www.instagram.com/squiggledao/

On this episode of Chit Chat Stocks, we discuss Stanley Druckenmiller. The longtime investor put up 30% annual returns for 30 years, beating the returns of Buffett over that time frame. But is he the best investor ever? We discuss: (03:39) Early Life and Career of Stan Druckenmiller (08:03) Lessons from George Soros: Mentorship and Position Sizing (35:28) Summary of Druckenmiller's Investment Philosophy (36:59) Being Asset Agnostic: Learning About Different Asset Classes (40:19) Thinking in Probabilistic Scenarios and Waiting for a 'Fat Pitch' (45:20) Considering Future Potential and Not Just Current Earnings (48:05) Paying Attention to Geopolitical Events and Other Factors (53:51) Comparing Druckenmiller's Philosophy to Buffett's (01:02:41) Finding Your Own Investment Approach ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks  Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks  Follow us on Substack: ⁠https://chitchatstocks.substack.com/  ********************************************************************* Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw  ********************************************************************* Check out https://www.firmreturns.com/ for value-focused equity research  Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

This is a replay of episode 77 from 2022.Doogles recaps an article from The Atlantic about ending the "millennial subsidy." Skippy discusses the importance of companies adjusting right now to make sure they can last. Doogles gets gleeful about the "crypto winter" and shines a special light on Michael Saylor's continual dangerous pumping of Bitcoin. Skippy brings up a recent interview with Stan Druckenmiller from the Sohn Conference (awesome interview!). The episode wraps with some top notch listener mail — how does Skippy think about companies with debt, and whether bear markets are getting shorter.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.

On Friday, November 3rd, the Economic Club of Minnesota welcomed Bill George and Neel Kashkari in conversation with CNN's Poppy Harlow. Harlow moderated a discussion on Leadership in Uncertain Times with Bill and Neel. The large audience were treated to lessons and stories about leaders who have gone astray as well as how to maintain one's “True North”, a nod to Bill's book by the same name. Poppy also dug into why leaders become leaders and their decisions to get involved in social matters. There were some great audience questions and Poppy concluded the event with a few questions for Neel on the recent jobs report and asked his thoughts on the comments made by Stan Druckenmiller about the U.S. Treasury leader, Janet Yellen.

Well well well. Sam Bankman-Fried aka SBF aka Sam Buttman-Fart was found GUILTY on all counts and will be sentenced soon. The Bored Ape Yacht Club nerds get their eyes burned at a party in Hong Kong. And have you noticed that Amazon search results are terrible lately? It's not just you. Newly unredacted parts of the FTC complaint show Amazon was not only anti-competitive to an evil extent, but seemed hellbent on making the customer experience worse and worse in the name of more profits. PLUS we've got Elon Musk revealing GROK, X's new edgelord AI bot, and a market update from Stan Druckenmiller. Get bonus content on Patreon Hosted on Acast. See acast.com/privacy for more information.

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #europe #fed #federalreserve #ecb Hedge fund manager Stan Druckenmiller has gotten cold feet on the economy and the financial system, taking a huge leveraged position right at the spot on the curve we've been highlighting for months. The primary reason why is being made perfectly clear as globally synchronized data spotlight a global economy falling apart. Perhaps rapidly. Eurodollar University's Money & Macro AnalysisBloomberg: Druckenmiller Says He Has ‘Massive' Bullish Bets on 2-Year Noteshttps://www.bloomberg.com/news/articles/2023-10-31/druckenmiller-says-he-has-massive-bullish-bets-on-2-year-notesISM Manufacturing PMI October 2023https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/october/Twitter: https://twitter.com/JeffSnider_AIPhttps://www.eurodollar.universityRealClearMarkets Essays: https://bit.ly/38tL5a7

Today's guest was a key player on the George Soros team, who in 1992 helped the Quantum Fund make $1bn, shorting sterling ahead of the UK's withdrawal from the ERM. As Soros's CIO, he was also dubbed ‘The Man Who Broke the Bank of Japan' by the Wall Street Journal after making approximately $3.5bn on the Abenomics trade from 2012-2015.  Scott is widely acknowledged to be one of the world's most highly respected macro hedge fund managers, and currently runs Key Square Capital Management. He has also taught financial history at Yale and is a prominent philanthropist. In this episode, Scott explains the key ingredients in being a macro manager. He charts his journey, working with legendary investors such as Stan Druckenmiller and George Soros. He opines on a range of key investment themes, including his thoughts on de-dollarisation, debt, commodities, the Ukraine rebuild, and AI. He also shares his analysis of the fast-evolving markets in both China and Japan. Scott goes on to discuss risk, when and how he sizes positions, signposts that influence conviction, and dealing with information overload. A tour de force! Sign up to our Newsletter |  Follow us on LinkedIn |  Watch us on YouTube The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches, LiveTrade and IFM Investors. 

Clay Finck is joined by Gautam Baid to discuss his new book, The Making of a Value Investor. Gautam Baid, CFA is the Managing Partner of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. Gautam is also the Equity Advisor of Complete Circle Stellar Wealth PMS, a portfolio management service which is available to Indian citizens and NRIs globally. Both funds are modeled after the Buffett Partnership fee structure and invest in listed Indian equities with a long-term, fundamental, and value-oriented approach.Gautam is author of the international best-seller on value investing, The Joys of Compounding. In 2018 and 2019, he was profiled in Morningstar's Learn from the Masters series.IN THIS EPISODE YOU'LL LEARN:00:00 - Intro.02:40 - The impetus for Gautam writing a second book.04:24 -Why journaling is an important practice for value investors.06:27 - Why judging market sentiment is important and how investors can go about doing so.13:21 - How Gautam came to the realization that quality of the business should be emphasized.16:19 - Why a behavioral edge is the most accessible edge to individual investors today.19:57 - Gautam's biggest eureka moment in his journaling process.27:25 -Why we should let our portfolio winners run.29:31 - How Gautam thinks about liquidity and why Stan Druckenmiller considers it the most important thing in markets.33:43 - The telltale signs that a bear market is complete.39:50 - What companies you shouldn't average down on in a bear market.47:00 - How quality businesses thrive during a bear market.48:19 -Why different stocks require differing levels of patience.50:23 - How we can use the wisdom of markets to our advantage.54:05 - How Gautam thinks about the Fed's policies.59:21 - How investors can best prepare themselves for the next bear market.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out our newly released TIP Mastermind Community.Learn more about Gautam's Fund – Stellar Wealth Partners.Gautam's book: The Making of a Value Investor.Check out the related episode: WSB566: The Passionate Pursuit of Lifelong Learning w/ Gautam Baid, or watch the video here.Follow Clay on Twitter.Follow Gautam on Twitter.NEW TO THE SHOW?Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.Help us understand our audience better so we can create a more intentional user experience by answering this survey!SPONSORSInvest in Bitcoin with confidence. 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My guest today is Josh Kushner, founder and managing partner of venture firm, Thrive Capital. Josh started Thrive in 2010 and launched its first institutional fund in 2011. That first institutional fund was $40 million and, in it, Thrive led Warby Parker's Series A, invested in Instagram, and incubated a business, which Josh co-founded, called Oscar. Thrive has gone from strength to strength since then and now manages $15 billion with a small team of 9 investors. Their portfolio is stage agnostic and their track record includes many of the best known businesses from the past decade, including Spotify, Unity, Stripe, and Twitch among many more. Josh rarely speaks in public about the firm and their philosophy so it was a blast to do this with him. Please enjoy my great conversation with Josh Kushner. Founders Podcast Founders Episode 136 - Estee Lauder Founders Episode 288 - Ralph Lauren For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Tegus. Tegus is the modern research platform for leading investors, and provider of Canalyst. Tired of calculating fully-diluted shares outstanding? Access every publicly-reported datapoint and industry-specific KPI through their database of over 4,000 driveable global models handbuilt by a team of sector-focused analysts, 35+ industry comp sheets, and Excel add-ins that let you use their industry-leading data in your own spreadsheets. Tegus' models automatically update each quarter, including hard to calculate KPIs like stock-based compensation and organic growth rates, empowering investors to bypass the friction of sourcing, building and updating models. Make efficiency your competitive advantage and take back your time today. As a listener, you can trial Canalyst by Tegus for free by visiting tegus.co/patrick. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.  Follow us on Twitter: @patrick_oshag | @JoinColossus Show Notes (00:03:14) - (First question) - Why do this podcast (00:06:14) - The development of taste and quality  (00:10:20) - CS Lewis tweet; The Inner Ring (00:11:53) - Founders being heroes and motivating quietly from the background (00:16:14) - Overview the founding story of Oscar Health (00:21:30) - Is a big business different from a small one (00:23:18) - Learning to identify good problems and creating a business to solve it  (00:25:43) - The birth story of Thrive Capital  (00:30:14) - Lessons learned from creating the first three Thrive funds (00:33:35) - Industry wide competition today and models for building a firm in general  (00:37:44) - Talent, recruiting and seeing potential in younger generations of people (00:45:40) - Investments he made during the early foundation of Thrive that had significant impact  (00:49:12) - His analogy for investing in early versus late stage (00:54:22) - The current macro environment (00:57:52) - Giving AI companies computing power instead of money (00:58:57) - Why he sold small stakes of Thrive  (01:03:10) - His philosophy on what makes a good product (01:05:20) - What he thinks about the models like Mobile and Cloud  (01:08:10) - His absence from crypto and why he refrained during the boom in 2021 (01:10:33) - Thoughts about the opportunity set in FinTech today writ large (01:12:04) - Other potential opportunity sets beyond what's already been discussed (01:13:39) - Lessons learned from his time spent with Marc Andreessen, Stan Druckenmiller, Henry Kravis, and David Geffen (01:21:59) - Balancing magnitudes of capital between investment funds  (01:23:32) - Why founders choose Thrive (01:29:15) - Vision as a key ingredient for founders (01:32:19) - His view of the investment industry in the world today writ large  (01:40:19) - Other investment firms he would invest in (01:42:48) - The kindest thing anyone has ever done for him

Guy, Dan, and Danny discuss the markets grinding higher (1:00), the small cap bounce (10:30), earnings expectations for big tech (15:00), how Dan lost so much weight (19:00), Stan Druckenmiller comments on macro & Nvidia (22:15), short covering in Gamestop & Carvana (27:15), the SEC coming for crypto (30:15), and Danny's Belmont picks (36:15). Later, Dan and Danny interview Bob Elliott, Co-Founder, CEO & CIO at Unlimited, and talk about his background working at Ray Dalio's Bridgewater Associates (42:30), Unlimited's HFND ETF (45:00), @BobEUnlimited on Twitter (53:30), how to use hedge funds to succeed in the market (58:00). About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

“When you have free money, people do stupid things. When you have free money for 11 years, people do really stupid things.” So sayeth billionaire, Stan Druckenmiller.  Now that interest rates are rising and there is no more free money and combined with tightening lending standards, it is becoming more difficult for developers to secure financing for new projects or to refinance existing loans.  And with $500+ billion of CRE loans coming to maturity in the months to mid-2024, you're going to see a lot of distress in the market.  One solution to this problem is bridge loans, which are short-term loans designed to help developers cover financing gaps. However, these loans can be expensive and may not always provide the best terms for sponsors.   Plus, in most cases they will wipe out existing limited partner equity.  Preferred equity is another option, allowing developers to inject additional capital into a project in exchange for a share of the profits – sometimes substantially all of the profits that would have otherwise gone to the sponsor. This can be a more attractive option for sponsors who are unable to secure traditional financing, because they at least retain something out of the deal while continuing to earn (albeit smaller) fees but it will likely result in the dilution (if not complete elimination) of existing limited partners' equity stakes.  Rescue capital is another form of financing that can help distressed owners. This type of capital typically comes in the form of equity or debt and is used to help stabilize a struggling project or to prevent foreclosure.  Same here though for LP's – rescue capital can be expensive for GP's and will probably result in the dilution at best or complete elimination of LPs' equity stakes, at worst.  My Real Estate Reality Show guest today, Creighton Bildstein, principal at PlattPointe Capital, shares why he believes the commercial real estate market is facing significant challenges due to rising interest rates and tightening lending standards.   He predicts that opportunities for investors will arise as distressed assets become available for purchase, similar to previous market downturns.  See why Creighton sees light on the horizon and learn how you can capitalize on the current drawdown in commercial real estate. This episode of The Real Estate Reality Show at GowerCrowd, is available on YouTube here https://www.youtube.com/gowercrowd?sub_confirmation=1 and here on the GowerCrowd website https://gowercrowd.com/podcast *** In this brand new podcast series at GowerCrowd, The Real Estate Reality Show, we take a realistic view of commercial real estate investing, providing pragmatic insights for passive investors who are looking for sponsors they can trust and distressed opportunities they can invest in. You'll find no quick fixes or easy money ideas here, no sales pitches, big egos or hype. You'll learn how to build your wealth while protecting your capital investing as a limited partner in commercial real estate investments, even and especially during an economic downturn. Subscribe to our YouTube channel here: https://www.youtube.com/gowercrowd?sub_confirmation=1

Skippy ponders what we choose to measure and what we don't — centered around the NFL teams' varying travel schedules. Then he discusses Stan Druckenmiller's recent USC doom and gloom speech. Doogles fanboys over parts of the Berkshire Hathaway annual meeting. Skippy hits Doogles-inspired hot buttons: Robinhood, Twilio, and Cathie Wood. The episode wraps with a quick take on Propublica's recent piece on 'We Buy Ugly Houses'.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.

Billionaire hedge fund manager says the current asset bubble is more significant than any has seen and even bigger than anything he has ever studied. More positive nuclear energy news articles. The Iranians dumped 100 million barrels of oil on the market over the last three months. Has this contributed to the recent price weakness in oil?

Guy, Dan and Danny discuss Stan Druckenmiller's comments on the economy (2:00), regional banks (5:30), interest rates (9:15), how stocks are reacting to earnings (15:40), the debt ceiling (19:00), Hindenburg taking on Carl Icahn (23:00), earnings giving clues about the consumer (28:00), the death rattle closing in on AI (31:45), DTCC leaking sensitive data (36:00), and Elon hiring a new Twitter CEO (39:30). Later, Dan and Guy are joined by David Rosenberg of Rosenberg Research and talk about the market stuck in no man's land (41:00), where's the recession (48:00), when we could see a market bottom (55:00), financial calamities (59:00), and how it could be different this time (1:14:00). About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

“A lot more bodies coming.” Stan Druckenmiller warns that the U.S. economy is teetering on the edge of recession. Could we be looking at a “hard landing”? What should smart investors do? www.watchdogonwallstreet.comThis show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/3513064/advertisement

We delve into the ⁠history of economic depressions⁠ and what lessons we can learn from past events. We also examine the potential impact of a US debt default on the global economy, as the US dollar serves as the world's reserve currency. Could a default trigger a global financial crisis, and what would be the long-term consequences?Experts like Stan Druckenmiller and Hugh Hendry provide valuable insights into what steps individuals and businesses can take to prepare for an economic downturn, and what policymakers can do to mitigate the damage. Join us for a thought-provoking discussion on the state of the US economy and the potential for a depression and debt default. ★ Support this podcast on Patreon ★

We delve into the ⁠history of economic depressions⁠ and what lessons we can learn from past events. We also examine the potential impact of a US debt default on the global economy, as the US dollar serves as the world's reserve currency. Could a default trigger a global financial crisis, and what would be the long-term consequences?Experts like Stan Druckenmiller and Hugh Hendry provide valuable insights into what steps individuals and businesses can take to prepare for an economic downturn, and what policymakers can do to mitigate the damage. Join us for a thought-provoking discussion on the state of the US economy and the potential for a depression and debt default. ★ Support this podcast on Patreon ★

O famoso investidor Stan Druckenmiller afirmou que a única posição em que ele tem confiança hoje é apostar contra o dólar. Segundo Druckenmiller, a moeda americana está fadada a se desvalorizar. Vale entender os movimentos macro da moeda do planeta.

My guest today is David Einhorn. David is the President of Greenlight Capital, a long-short hedge fund that he co-founded in 1996. He is a prominent value investor with a reputation for rigorous security analysis. In 2002, he revealed a short position in Allied Capital, which was ultimately proven correct and similarly in early 2008, he told the Sohn Conference he was short Lehman Brothers. Over his near three decades managing money at Greenlight, he has delivered impressive returns but it has not been without challenge. Our conversation covers both the highs and the lows, his views on the current banking issues, and how he has evolved as an investor. I'm on the planning committee for this year's Sohn conference where David will be featured with others like Stan Druckenmiller, OpenAI CEO Sam Altman, Stripe CEO Patrick Collison, and Bridgewater CIO Karen Karniol-Tambour. If you've enjoyed Invest Like the Best and are willing to contribute to a great cause—Memorial Sloan Kettering Cancer Center—I'd deeply appreciate you buying a ticket at the link available in the show notes and join us in May for what will be an incredible day of investing and business presentations and interviews. Now, please enjoy my great conversation with David Einhorn.   Buy a ticket to The Sohn Conference 2023 Listen to Founders Podcast Founders Episode 136 - Estee Lauder Founders Episode 288 - Ralph Lauren   For the full show notes, transcript, and links to mentioned content, check out the episode page here.    -----   This episode is brought to you by Tegus. Tegus, the modern research platform for leading investors. I'm a longtime user and advocate of Tegus, a company that I've been so consistently impressed with that last fall my firm, Positive Sum, invested $20M to support Tegus' mission to expand its product ecosystem. Whether it's quantitative analysis, company disclosures, management presentations, earnings calls - Tegus has tools for every step of your investment research. They even have over 4000 fully driveable financial models. Tegus' maniacal focus on quality, as well as its depth, breadth and recency of content makes it the one-stop, end-to-end research platform for investors. Move faster, gather deep research to build conviction and surface high-quality, alpha-driving insights to find your differentiated edge with Tegus. As a listener, you can take the Tegus platform for a free test drive by visiting tegus.co/patrick.   -----   Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes (00:03:50) - (First question) - Why he is glad he started his fund in 1996 rather than today (00:05:58) - His view of how companies' personnel and goals have changed since the 90's (00:07:01) - His counter-momentum approach to markets and how he views current trends (00:11:17) - The jelly-donut theory of monetary policy (00:14:46) - His outlook on inflation and the Fed from a fiscal perspective (00:15:45) - Commodities and other assets that become relevant (00:16:48) - The evolution of Greenlight's portfolio and philosophy through history (00:20:11) - Periods in his career that stand out as the most challenging (00:25:58) - How tech advances have influenced his core concept of figuring out worth (00:28:17) - His three-step process to picking investment targets (00:29:10) - The companies he has learned the most from studying (00:30:52) - His experience with investing in Apple (00:33:33) - How he considers the notion of quality in a business (00:35:05) - His views on shorting, concentration, and holding periods (00:38:37) - What he learned from a deep dive on airline businesses (00:40:31) - His perspective on sports franchises as an asset (00:42:12) - His new interest in poker and how he got so good at it (00:45:22) - Applying traditional valuation styles to the modern market (00:47:13) - Cultivating relationships with his limited partner investors and his team (00:51:06) - The joy and drive that keep him buying and selling (00:54:26) - His perspectives on the insurance space (00:57:33) - The health of the economy and financial infrastructure as he understands it (01:01:51) - How he thinks about housing and the construction industry (01:03:54) - How AI and other high-tech are affecting his investment decisions (01:05:28) - Other topics on his mind, from national politics to social psychology (01:08:22) - The kindest thing anyone has ever done for him

In the latest podcast, the Muddy Waters trio is joined by a special guest, Andrew Left of Citron Research. The group discusses Kanye's recent run-in with the Jewish community. Andrew then shifts the conversation towards more pleasant memories of Raging Bull and how Jordan Belfort just barely missed the heydays of the Dot-Com bubble. The looming question for everyone is; should we stop evaluating performance and simply look at the PM's hair quality? Bill Ackman and Jeff Ubben - great hair. Steve Cohen, Stan Druckenmiller and Jim Simons - shit hair. Then again, maybe it's not the hair and all we need to search for is the infamous 'Post-Chin.' Chin implants or not, Andrew shares his recollection of his announcement to abandon activist short selling, which Freddy points out, might have come at the absolute worst time in all of history. As everyone reflects on the challenges of this business, it's been great visiting with Andrew for nothing other than the laughs.

How to Invest: Masters on the Craft by David M. Rubenstein NEW YORK TIMES BESTSELLER A master class on investing featuring conversations with the biggest names in finance, from the legendary cofounder of The Carlyle Group, David M. Rubenstein. What do the most successful investors have in common? David M. Rubenstein, cofounder of one of the world's largest investment firms, has spent years interviewing the greatest investors in the world to discover the time-tested principles, hard-earned wisdom, and indispensable tools that guide their practice.​ Rubenstein, who has spent more than three decades in the hypercompetitive world of private equity, now distills everything he's learned about the art and craft of investing, from venture capital, real estate, private equity, hedge funds, to crypto, endowments, SPACs, ESG, and more. -How did Stan Druckenmiller short the British pound in one trade for a profit of $1 billion dollars? -What made Sam Zell the smartest, toughest investor the world of real estate has ever seen? -How did Mike Novogratz make $250 million off crypto in one year? -How did Larry Fink build BlackRock from scratch into a firm that manages more than $10 trillion? -How did Mary Callahan Erdoes rise to the top of J.P. Morgan's wealth management division to manage more than $4 trillion for individuals and families all over the world? -How did Seth Klarman perfect value investing to consistently deliver net returns of nearly 20 percent? With unprecedented access to global leaders in finance, Rubenstein has assembled the most authoritative book of its kind. How to Invest reveals the thinking of the most successful investors in the world, many of whom rarely speak publicly. Whether you're brand-new to investing or a seasoned professional, this book will transform the way you approach investing forever.

This week Marty and Matt discuss: - Mining hosting provider compute north files for bankruptcy https://www.theblock.co/post/172246/compute-north-files-for-chapter-11-bankruptcy - Brink now funding 11 devs https://bitcoinmagazine.com/business/bitcoin-non-profit-brink-funds-11-bitcoin-lightning-developers - Bitnob launches in kenya, integrates mpesa https://www.nobsbitcoin.com/bitnob-kenya-mpesa/ - Strike Raises $80m in New Funding Led https://fortune.com/crypto/2022/09/27/bitcoin-rapid-payment-service-strike-raises-90m-takes-aim-at-visa/ - Swan acquires specter https://www.swanbitcoin.com/swan-acquires-specter-solutions/ - Core Lightning v0.12.1 https://github.com/ElementsProject/lightning/releases/tag/v0.12.1 - BTCPay Server v1.6.11 https://github.com/btcpayserver/btcpayserver/releases/tag/v1.6.11 - Blockstream Jade v0.1.38 https://github.com/Blockstream/Jade/releases/tag/0.1.38 - Electrum v4.3.2 https://github.com/spesmilo/electrum/blob/master/RELEASE-NOTES - Samourai Wallet v0.99.98f https://medium.com/samourai-wallet/wallet-update-0-99-98f-db062dd0e1ec - Initial code release for Taro https://lightning.engineering/posts/2022-9-28-taro-launch/ - Bitmatrix brings uniswap-like project to liquid https://blog.liquid.net/bitmatrix-mainnet-is-live/ - TBD partners with Circle https://developer.tbd.website/blog/tbd-circle-partnership/ - When taproot launches to encourage adoption https://whentaproot.org/ - Cloudflare launches free CAPTCHA alternative https://blog.cloudflare.com/turnstile-private-captcha-alternative/ - Hoseki donates $25K to BPI https://www.prnewswire.com/news-releases/hoseki-announces-donation-to-bitcoin-policy-i[…]-transparency-and-proof-of-reserves-research-301633003.html - Ergo piece on bitcoin privacy in unredacted magazine https://unredactedmagazine.com/issues/004.pdf - Feds seize $86M held in safe deposit boxes in beverly hills https://archive.ph/e5Omu - Major australian isp exposes user details via open api https://www.bankinfosecurity.com/optus-under-1-million-extortion-threat-in-data-breach-a-20142 - BlackRock threatened to halt trading at height of UK market tumult https://www.ft.com/content/0f32fdf3-8823-4a9c-ba70-d087860cfe6c - Stan Druckenmiller comments https://twitter.com/MartyBent/status/1575159503112196101?s=20&t=kSKai-AuztxSYfYl_i95_g - Iran sanctioned even harder - Nordstream pipeline attacked https://twitter.com/anasalhajji/status/1575471322154541068?s=20&t=kSKai-AuztxSYfYl_i95_g Shoutout to our sponsors: Unchained Capital Braiins HodlHodl Upstream Data TFTC Merch is Available: Shop Now Join the TFTC Movement: Main YT Channel Clips YT Channel Website Twitter Instagram Follow Marty Bent: Twitter Newsletter Podcast Follow Odell: Twitter Newsletter Podcast

Welcome back to 3 More Questions, an episode series where we continue the conversation that we started last week with our featured guest. On this episode, we're talking about our interview with Stan Druckenmiller, the #1 investor in the world. Listen in to hear even more about how to see the future differently and make more strategic investments in business, philanthropy, and life. If you want a simple plan to improve as a leader, you can get one here for free — https://howleaderslead.com/plan

Welcome to How Leaders Lead where every week, you get to listen in while I interview some of the VERY best leaders in the world. I break down the key learnings so that by the end of the episode, you'll have something simple you can apply as you develop into a better leader. That's what this podcast is all about! Today's guest is Stan Druckenmiller, the #1 investor in the world. I know, that's a big claim! But get this: during his 30 years managing money for investors, he had an average annual return of 31%. And he NEVER had a down year. So if you're even a little interested in finance, you're going to learn a lot from Stan – including some really practical investment advice and his take on the future of our economy. But more importantly, there's a huge leadership lesson to learn. Stan isn't afraid to envision the future differently than other people. He can see trends and patterns others can't – and then he has the courage to act on them. That's a skill EVERY leader needs to develop. Seeing the future differently allows us to spot opportunities and prepare for what's coming. If we just go with the flow of what's current, we'll always just be a part of the trend, not ahead of it.  You're about to see for yourself how great leaders aren't afraid to see the future differently. So here is my conversation with my good friend, and soon to be yours, Stanley Druckenmiller.

In this episode I talk with Bill Brewster from The Business Brew. Bill is a private investor who tries to replicate Warren Buffett's and Charlie Munger's thought processes, but he is also influenced by Bill Miller III, Stan Druckenmiller, and others. The Business Brew podcast is his attempt to dig deeper into other investing and business philosophies — and share that knowledge with the world. We talk about: Road Trips give Political Sentiments DCFs vs Monte Carlos MailBox Money The Business of Podcasting Elusive Buffett and more! I hope you enjoyed this conversation with Bill as much as I did!    

David M. Rubenstein is Co-Founder and Co-Chairman of The Carlyle Group, one of the world's largest and most successful private investment firms. Established in 1987, Carlyle now manages $325 billion from 26 offices around the world. Rubenstein is Chairman of the Boards of the John F. Kennedy Center for the Performing Arts, the Council on Foreign Relations, and the National Gallery of Art. He is an original signer of The Giving Pledge and a recipient of the Carnegie Medal of Philanthropy and the MoMA's David Rockefeller Award.David returns to the show for a third interview with James to discuss his new book, How to Invest: Masters on the Craft, which pulls from his one-on-one interviews with the biggest names in finance, including  Ray Dalio, Marc Andreessen, Stan Druckenmiller, Sam Zell, Mike Novogratz, Larry Fink,  and Mary Callahan Erdoes.Topics include:What is the role of obsession in skill development? (04:03)Investment risk vs reputational risk (07:23)What are the most intriguing asset classes? (12:21)How much does an individual need to invest in distressed debt? (15:34)How important is the psychological component of investing? (21:26)Does the Federal Reserve actually know what to do about inflation? (25:19)Does the student loan forgiveness act counteract the Federal Reserve? (31:41)Value investing vs growth investing (35:41)How does David Rubenstein personally invest his money? (40:25)How do you protect downside risk? (51:36)(Editor's note: Topic times don't account for sponsor ads and may appear a few minutes later in the episode on your podcast player)------------Visit Notepd.com to read our idea lists & sign up to create your own!My new book Skip the Line is out! Make sure you get a copy wherever books are sold!Join the You Should Run for President 2.0 Facebook Group, where we discuss why you should run for President.I write about all my podcasts! Check out the full post and learn what I learned at jamesaltucher.com/podcast.------------Thank you so much for listening! If you like this episode, please rate, review, and subscribe  to “The James Altucher Show” wherever you get your podcasts: Apple PodcastsStitcheriHeart RadioSpotifyFollow me on Social Media:YouTubeTwitterFacebook

David M. Rubenstein is Co-Founder and Co-Chairman of The Carlyle Group, one of the world's largest and most successful private investment firms. Established in 1987, Carlyle now manages $325 billion from 26 offices around the world. Rubenstein is Chairman of the Boards of the John F. Kennedy Center for the Performing Arts, the Council on Foreign Relations, and the National Gallery of Art. He is an original signer of The Giving Pledge and a recipient of the Carnegie Medal of Philanthropy and the MoMA's David Rockefeller Award.David returns to the show for a third interview with James to discuss his new book, How to Invest: Masters on the Craft, which pulls from his one-on-one interviews with the biggest names in finance, including  Ray Dalio, Marc Andreessen, Stan Druckenmiller, Sam Zell, Mike Novogratz, Larry Fink,  and Mary Callahan Erdoes.Topics include:What is the role of obsession in skill development? (04:03)Investment risk vs reputational risk (07:23)What are the most intriguing asset classes? (12:21)How much does an individual need to invest in distressed debt? (15:34)How important is the psychological component of investing? (21:26)Does the Federal Reserve actually know what to do about inflation? (25:19)Does the student loan forgiveness act counteract the Federal Reserve? (31:41)Value investing vs growth investing (35:41)How does David Rubenstein personally invest his money? (40:25)How do you protect downside risk? (51:36)(Editor's note: Topic times don't account for sponsor ads and may appear a few minutes later in the episode on your podcast player)------------Visit Notepd.com to read our idea lists & sign up to create your own!My new book Skip the Line is out! Make sure you get a copy wherever books are sold!Join the You Should Run for President 2.0 Facebook Group, where we discuss why you should run for President.I write about all my podcasts! Check out the full post and learn what I learned at jamesaltucher.com/podcast.------------Thank you so much for listening! If you like this episode, please rate, review, and subscribe  to "The James Altucher Show" wherever you get your podcasts: Apple PodcastsStitcheriHeart RadioSpotifyFollow me on Social Media:YouTubeTwitterFacebook ------------What do YOU think of the show? Head to JamesAltucherShow.com/listeners and fill out a short survey that will help us better tailor the podcast to our audience!Are you interested in getting direct answers from James about your question on a podcast? Go to JamesAltucherShow.com/AskAltucher and send in your questions to be answered on the air!------------Visit Notepd.com to read our idea lists & sign up to create your own!My new book, Skip the Line, is out! Make sure you get a copy wherever books are sold!Join the You Should Run for President 2.0 Facebook Group, where we discuss why you should run for President.I write about all my podcasts! Check out the full post and learn what I learned at jamesaltuchershow.com------------Thank you so much for listening! If you like this episode, please rate, review, and subscribe to "The James Altucher Show" wherever you get your podcasts: Apple PodcastsiHeart RadioSpotifyFollow me on social media:YouTubeTwitterFacebookLinkedIn

Jared Dillian reveals the secret to minimizing financial stress while still making a solid return. Step one: Stop checking your brokerage account every day.

Doogles recaps an article from The Atlantic about ending the "millennial subsidy." Skippy discusses the importance of companies adjusting right now to make sure they can last. Doogles gets gleeful about the "crypto winter" and shines a special light on Michael Saylor's continual dangerous pumping of Bitcoin. Skippy brings up a recent interview with Stan Druckenmiller from the Sohn Conference (awesome interview!). The episode wraps with some top notch listener mail — how does Skippy think about companies with debt, and whether bear markets are getting shorter. Join the https://skippydoogles.supercast.com/ (Skippy and Doogles fan club). You can also get more details about the show at http://skippydoogles.com/ (skippydoogles.com), show notes on https://skippydoogles.substack.com/ (our Substack), and send comments or questions to skippydoogles@gmail.com.

Location: Remotely Date: Wednesday 13th January Company: Independent & Castle Island Ventures Role: Author & Partner Bitcoin adoption is maturing, and veteran traders such as Stan Druckenmiller and Paul Tudor Jones, companies like Microstrategy and institutions like Grayscale and Skybridge have all made moves solidifying its reputation and profile. However, it is still not without its detractors. Arguments regarding scalability, how a deflationary system works and fears of money without government backing are topics of regular discussion. One critic who is quick to highlight Bitcoin's perceived shortcomings is Frances Coppola, and last week on Twitter, Frances caused a stir with comments about the scarcity of bitcoin. In this episode, I moderate a debate between Frances, an economist and financial author, and Nic Carter, a Partner at Castle Island Ventures, to discuss some of Bitcoin's most fundamental questions.