Podcast appearances and mentions of stan druckenmiller

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.

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

This episode summarizes and discusses a recent interview with legendary macro-investor Stan Druckenmiller. Druckenmiller talked about his current bullishness on AI stocks and how they've been dominating his long portfolio for the past few months. He also talked about the hard landing recession that he still sees coming, and his predictions for the economic environment. His comments are always worth listening to, as he hasn't had a year of negative investment returns in 40 years. Timestamps: 00:00 Stan Druckenmiller intro 00:34 US-led tech innovation 01:02 The AI boom 02:04 Nvidia stock 02:36 AI dominating is longs 02:50 Lessons for AI from The Dotcom Bubble 04:16 Where are the fat pitches? 06:35 Hard landing recession ahead? 08:52 What will sink?   10:50 When recession? Related content: Oct 2022: Stanley Druckenmiller Predicts Hard Landing Recession for 2023 https://youtu.be/VxpoJnbD8yo May 2023: Stan Druckenmiller Still Predicts Hard Landing Recession https://youtu.be/8Ue-etn4E74 Full Bloomberg invterview (June 2023): Druckenmiller on How AI is Dominating His Long Portfolio https://youtu.be/NERglanBMIk The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

Listen in podcast app and follow below for the podcast topic arc.* Nuggets win the NBA championship!* Nick Taylor Wins the RBC Canadian OPEN in dramatic fashion* Ottawa Sells to ATS Heathcare CEO* Market and Inflation update* State of Canadian Real Estate* Recommendations and PredictionsListen on Apple, Spotify, or Google Podcasts.

This episode summarizes and discusses a recent interview with legendary macro-investor Stan Druckenmiller. Druckenmiller talked about his current bullishness on AI stocks and how they've been dominating his long portfolio for the past few months. He also talked about the hard landing recession that he still sees coming, and his predictions for the economic environment. His comments are always worth listening to, as he hasn't had a year of negative investment returns in 40 years. Timestamps: 00:00 Stan Druckenmiller intro 00:34 US-led tech innovation 01:02 The AI boom 02:04 Nvidia stock 02:36 AI dominating is longs 02:50 Lessons for AI from The Dotcom Bubble 04:16 Where are the fat pitches? 06:35 Hard landing recession ahead? 08:52 What will sink?   10:50 When recession? Related content: Oct 2022: Stanley Druckenmiller Predicts Hard Landing Recession for 2023 https://youtu.be/VxpoJnbD8yo May 2023: Stan Druckenmiller Still Predicts Hard Landing Recession https://youtu.be/8Ue-etn4E74 Full Bloomberg invterview (June 2023): Druckenmiller on How AI is Dominating His Long Portfolio https://youtu.be/NERglanBMIk The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

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

Daily Business and Finance News - Wednesday, 7 June 2023 Today's headlines: Restaurant stocks could get jolted by an upcoming Supreme Court ruling Citadel's Ken Griffin thinks near-term generative AI impact is a hype - report UnitedHealth raises dividend by 13.9% to $1.88 Billionaire investor Stan Druckenmiller expects to own Nvidia for years, not months Marijuana banking bill heading to committee vote within weeks - Senate chairman Nasdaq posts worst day in over a month as tech rally loses steam; Dow, S&P end mixed Plug Power, Energy Vault to build largest planned U.S. hydrogen fuel cell installation Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

“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 ★

I discuss some highlights of a recent Stan Druckenmiller interview, in which he gave his views on the difficult macroeconomic environment, bonds, the stock market, the US dollar, gold, and the hard landing recession he still sees up ahead. Related content: Stanley Druckenmiller Predicts Hard Landing Recession for 2023 https://youtu.be/VxpoJnbD8yo NBIM Annual Investment Conference 2023 – Stan Druckenmiller https://youtu.be/dXxWajc-tgI The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using referral links helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

I discuss some highlights of a recent Stan Druckenmiller interview, in which he gave his views on the difficult macroeconomic environment, bonds, the stock market, the US dollar, gold, and the hard landing recession he still sees up ahead. Related content: Stanley Druckenmiller Predicts Hard Landing Recession for 2023 https://youtu.be/VxpoJnbD8yo NBIM Annual Investment Conference 2023 – Stan Druckenmiller https://youtu.be/dXxWajc-tgI The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using referral links helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

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

Today Jack speaks to a true titan in the investment business. David Rubenstein is the co-founder and co-chairman of The Carlyle Group, a global investment firm with over $360 Billion in assets under management, and he joins Forward Guidance to share lessons from his latest book, “How To Invest: Masters On The Craft,” in which he spoke to legendary investors such as Stan Druckenmiller and Jim Simons about the keys to their success.  Link to David Rubenstein's book: https://www.amazon.com/How-Invest-David-M-Rubenstein/dp/1982190302 Link to David Rubenstein's interview with Fed Chair Jay Powell in 2021: https://www.youtube.com/watch?v=5Nwf_VySYFU&t=601s Link to David Rubenstein's interview with Fed Chair Jay Powell in 2019: https://www.youtube.com/watch?v=SLE3eRMFUJo&t=17s -- Follow David Rubenstein on Twitter https://twitter.com/DM_Rubenstein Follow Jack Farley on Twitter https://rb.gy/uesguv Follow Forward Guidance on Twitter https://rb.gy/cy0dki Follow Blockworks on Twitter https://rb.gy/igyzsj Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can't-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos -- Timestamps: (00:00) Introduction (01:25) What Makes A Great Investor? (04:16) David Rubenstein's Journey Into Private Equity (09:06) Importance Of Getting Involved In On The Ground Floor (11:42) Fundraising (19:22) Inflation (21:05) The Business Cycle (24:22) Venture Capital and Technology Valuations (27:36) Economic Outlook (29:22) How High Will The Federal Reserve Hike Interest Rates? -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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.

One of the investors I admire is a guy called Stan Druckenmiller. Stan runs a private family office in the United States.(He looks after money for the super-wealthy) What I admire about him is that he thinks for himself. A lot of the time, you hear people on Youtube or podcasts just repeating what others have said. Not Stan.His words are his own. He rarely does TV interviews.But every now and then, he pops up. When he does, I make sure to listen to what he has to say. Last Sunday was one of those days. I tuned in, eager to hear his view of the world and where it was going. Though I kinda wish I didn't, as his outlook was rather dim… His opinion is the big R word is coming next year. A recession, that is… He presented a range of data to support his opinion.Plus, his track record of calling such events is higher than average. Something was odd, though. As he was saying these doomsday words,He didn't appear to be bothered by it. Like it was just another day. Then at the end of the interview, he said... (I'll paraphrase) "We have time to prepare for it now, and we will be in a position to capitalise on it as the majority of investors only know how to make money in a bull market.” And it hit me. Most business owners only know how to make money in the good times. When a recession hits, the majority bunker down and try and conserve capital. They cut spending, maybe fire some staff and wait till the good times come again. It's a survival strategy, not a thrival strategy. Many decide a recession means they can't make money, then put things in place to make it real for them. Yet, it's a real opportunity to take market share from your competition if you know what you are doing. While your competitors are standing still, trying to preserve and survive, you can push right past them. Just like Stan… So what are the power moves in a recession?The answer is in this episode. This week, Grant and I did a podcast on why a recession is a great time to grow a business. If Stan is correct in his call on the upcoming recession, then this episode might just be the most important one to listen to. Episode Highlights: 00:00 Welcome to Business and Investing03:35 The certainty or uncertainty of an upcoming recession05:29 Why are tough times a good option for running a business11:05 Market share absorption12:30 Preparing your business for tough times14:16 Opportunities during a recession20:07 Hiring A-players during an economic downturn26:31 Forcing new business owners to drive innovation30:02 How to reshape your business offers33:10 Leveraging your negotiation skills37:15 How your perception changes the situation 41:41 The importance of thinking long term If you enjoyed this episode, be sure to subscribe, tune in and share this podcast!  Resources:○ Business and Investing website: https://www.businessandinvesting.com/ Subscribe: ○ Subscribe on Youtube: https://www.youtube.com/@businessandinvesting○ Subscribe on Apple Podcast: https://podcasts.apple.com/au/podcast/business-investing/id1607453342 Connect with Business and Investing: ○ Join the Business and Investing Community: https://www.facebook.com/groups/440140397804480○ Follow us on Facebook: https://www.facebook.com/businessandinvestingcom○ Follow us on Instagram: https://www.instagram.com/businessandinvestingcom○ Follow us on TikTok: https://www.tiktok.com/@businessandinvestingcom○ Send your enquiries or drop by to say hello: grant@businessandinvesting.com DISCLAIMER:All information we share is NOT financial or investment advice and is purely intended for entertainment and educational purposes only. Always seek professional advice before acting on any financial decision.Support the show: https://linktr.ee/businessandinvestingcomSee omnystudio.com/listener for privacy information.

Andrew, Matt and Kev chat faster EV charging times, AI & software 3.0, Appen's outlook , Dubber's restatement,  Cathie Wood's letter to the Fed, nuggets from Stan Druckenmiller, legal marijuana and GDP stats.Follow us on Twitter: @BabyGiantsPod-----0:45 - Good News: Faster EV charging, space mining, DART mission6:16 - Good News: AI & software 3.012:31 - Appen (ASX: APX)17:22 - Dubber (ASX: DUB)21:09 - Cathie Wood' letter to the Fed25:35 - Nuggets from Stan Druckenmiller39:40 - Legal marijuana in Australia48:04 - Australian GDP data

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.

O famoso investidor americano Stan Druckenmiller está prevendo um "pouso duro" da economia americana em 2023. "Ficaria muito surpreso se evitássemos uma recessão no ano que vem", afirmou ele. Segundo Druckenmiller, o grande culpado é o próprio Federal Reserve e o seu enorme erro de política monetária.

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

Where's the smart money going? We don't know, but find out what we're up to on this week's Playing FTSE podcast! It's another Playing FTSTEVE with Paul not away this week. We're kicking things off in the way the burgundy dividend enthusiast would have wanted -- by talking about how we feel about markets. Is it time to hide in dividend stocks again? Or are there some growth opportunities to be had? But enough of what we're up to -- it's 13F season. That means that Steve W's been looking at Warren Buffett, Michael Burry and Steve D's been checking in on Stan Druckenmiller and Josh Tarasoff. What lessons can we find in what the superinvestors are up to? With a slow news week, we're turning to some questions from you guys. Starting with who we think the best up-and-comers are in the world of investing. Steve W's got a YouTuber that you might want to check out and Steve D has a whole host of investors worth paying attention to. Then it's onto the question of free platforms. Do they encourage trading? And what's so bad about them if they do? We give our views in response to a question from a follower. Our last question is concerned with stocks for an ageing population. People are living longer and it's natural to wonder about which companies might benefit. Steve W's found an ETF. But what on earth is its largest financial holding doing in there!? We're rounding things out with another earnings report, this time from Steve D. Adyen, the Dutch payment processor has reported. The results are mixed, but Steve has the details. Is now a good time to buy this stock? Find out on this week's Playing FTSE Podcast!

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.

With no Paul this week, the Steve's have a hell of a lot to get through. Stock updates, 13Fs, and an earnings report from Steve D to keep an eye on. We're kicking off this week with an update on our 5 stock samplers from last July. As we approach the year mark, it's time for an update. We've had some interesting results so far to say the least. One of us has a stock that's been holding up well against the general stock declines. And one of us has a stock that's been delisted. What's going on? Find out first up. Next it's the news that's been driving the markets this week. Snap announced that the macroeconomic environment is likely to cause it to miss its earnings forecasts in Q2. The news sent shockwaves through PlayingFTSE favourites Alphabet, Meta, and Pinterest. But the Steves have been looking at this and think they have some interesting ideas about marketing budgets and the difference between brand marketing and performance marketing. As surely as night follows day, earnings season is followed by 13F reporting. That means that the Steves can check in with their favourite investors. Warren Buffett has been adding to his huge Apple stake while Michael Burry is short the stock. Burry has been holding onto Bristol-Myers Squibb, though, while Buffett has been selling out. And the Steves have some thoughts on Stan Druckenmiller, who seems to have been hiding out in commodities lately… Lastly, we're going to have a look at Intuit. The software company is bigger than you might think — market cap of around $120bn — and has reported earnings recently (earnings season not quite over) and Steve D's been having a look. The business is growing at a rapid rate, but the stock is down around 31% since the start of the year. But at 10x sales, is there an opportunity here for an investor?

Paula Volent is the recently named Chief Investment Officer for Rockefeller University's $2.5 billion endowment. Paula previously oversaw Bowdoin College's endowment for twenty years as it grew from $450 million to $2 billion during her tenure and generated returns at the very top of the industry. Bowdoin's Investment Committee Chair, Stan Druckenmiller, describes Paula as an innovative, outside-of-the-box thinker, an aggressive risk taker, and a workaholic whose passion is unlike anyone he has ever seen. Paula is also one of my oldest friends in the business from our time crossing paths at Yale in the mid ‘90s. Our conversation covers Paula's unique career path from art conservation to endowment management and the transferable lessons she learned along the way. In the process, we discuss her approach at Bowdoin and plans for Rockefeller University. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts

Stan Druckenmiller is a superinvestor with an incredible track record - He compounded capital at over 30% for 30 years without a single down year. Those are GOAT stats! Like every other investor, he's had some bumps along the road. In this episode we'll cover his $3 billion loss during the dot-com bubble. We'll also cover the biggest lesson that Stan learned from George Soros. Audio Sources: Newsclip: CNN Moneyline Special Report 1999 https://www.youtube.com/watch?v=uTeFU1qivbs&ab_channel=ToggleAI https://www.youtube.com/watch?v=rq2lGZyW2yA&ab_channel=HF2030 Music: https://pixabay.com/ Podcast website: Wall Street Vision Investing Podcast Get in touch with Vlad: Wall Street Vision - Contact Disclaimer: This podcast is for entertainment purposes only and should not be relied upon as the basis for investment decisions. Before making any decisions, consult a professional. I may maintain positions in the securities discussed on this podcast. This show is copyrighted by the Wall Street Vision, written permission must be granted before syndication or rebroadcasting.

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn “If you don't believe it or don't get it, I don't have the time to try to convince you, sorry” That quotation is attributed to Satoshi Nakamoto founder of Bitcoin. However, in this 2 part series we have the time and are going to ask the founder of Blockchain.com, Nic Cary to explain what's going on in the world of blockchain and crypto currencies, and the story of his company, which sits at the epi centre of these enormous plate shifts. Not surprisingly he's our youngest guest so far, a digital native and when he visited me a few weeks back to discuss his business courtesy of a mutual contact James Peterson I worried it could be like Samuel P. Huntington's book; The Clash Of Civilizations: And The Remaking Of World Order. Nic starts by explaining the potency and reach of the blockchain technology, its uses and its ability to transform many of the activities undertaken daily. He then discusses the emergence of crypto currencies and contrasts Ethereum with Bitcoin, other “protocols” and what a digital wallet really means. He discusses the thinking behind creating his company Blockchain.com, some of its high profile backers, and the emerging institutional interest in this space. He talks about why some of the world's legendary investors like Stan Druckenmiller and Alan Howard have invested in Crypto, before debating the Gold v Crypto issue. Sign up to our newsletter and never miss a release! | Visit our website | Follow us on LinkedIn | Follow us on Twitter

Listen to the latest Bitcoin.com Weekly Update where we touch on billionaire Stan Druckenmiller's feelings on Ethereum, multiple banks unveiling their latest crypto policies, a British multinational banking firm launching an exchange, and more. Chinese economist: 'We're all going to die, this is not a joke'   Billionaire Stan Druckenmiller won't long or short DOGE, skeptical of ETH   Western banks unveil their cryptocurrency policies   Standard chartered bank launching cryptocurrency exchange and brokerage   Links:   (this week's most popular) Chinese Economist Says if Bitcoin Is Widely Adopted: 'We're All Going to Die, This Is Not a Joke' https://news.bitcoin.com/chinese-economist-if-bitcoin-is-widely-adopted-were-all-going-to-die-this-is-not-a-joke/   Billionaire Stan Druckenmiller on Dogecoin, Ethereum: Won't Long or Short DOGE, Skeptical of ETH https://news.bitcoin.com/stan-druckenmiller-dogecoin-ethereum-wont-long-short-doge-skeptical-eth/   Bank of America, Citigroup, Wells Fargo Unveil Their Cryptocurrency Policies https://news.bitcoin.com/bank-of-america-citigroup-wells-fargo-cryptocurrency/   Standard Chartered Bank Launching Cryptocurrency Exchange and Brokerage https://news.bitcoin.com/standard-chartered-bank-cryptocurrency-exchange-brokerage/

Yirmibir'in 4. bölümünde Bitcoin'i, önceden de yüzlerce kez olduğu gibi öldürüp diriltiyoruz. Bu hafta Papa da Bitcoin'e diş bilerken bir yandan da Hollanda'da güzel gelişmeler yaşanıyor. #bitcoin Bu bölümde konuştuğumuz konuların kaynakçasını aşağıda bulabilirsiniz. İyi dinlemeler. 1) Giriş parçası, Bitcoin Crashed : https://www.youtube.com/watch?v=XbZ8zDpX2Mg 2) Proton Mail hazinesinde Bitcoin tutuyor : https://twitter.com/ProtonMail/status/1395719559215210496?s=19 3) Microstrategy 10 milyon dolarlık daha Bitcoin aldı. https://www.microstrategy.com/en/investor-relations/financial-documents/microstrategy-acquires-additional-10m-in-bitcoin-at-average-price-of-43-663_05-18-2021 4) 20 Mayıs 2021, Borsalardan 159 564 Bitcoin çıkışı gerçekleşti. https://twitter.com/BTCization/status/1395456785285271553?s=19 5) Papa Francis fosil yakıt kullanılan teknolojilere sorumluluk almaları yönünde tavsiyede bulundu: https://twitter.com/Pontifex/status/1394993742226939905?s=19 6) Iran'da bir Cami'de bedava elektrik ile yapılan Bitcoin madenciliği. 7) Greenpeace Bitcoin ile bağış almaya son verdi : https://twitter.com/BTC_Archive/status/1395412323930710021?s=20 8) Elon Musk'ın da mezun olduğu UPenn 5 milyon dolarlık Bitcoin bağışı aldı : https://news.wharton.upenn.edu/press-releases/2021/05/university-of-pennsylvania-receives-largest-cryptocurrency-gift-in-the-universitys-history-to-support-innovation-in-finance-at-the-wharton-school/ 9) Venmo Filistin bağışlarını durdurduğunu açıkladı : https://gizmodo.com/venmo-stops-payments-for-palestinian-relief-funds-citi-1846919356 10) Bitonic Hollanda Merkez Bankasına açtığı davayı kazandı : https://www.theblockcrypto.com/linked/105530/dutch-central-bank-crypto-withdrawals 11) Alman Merkez Bankası yöneticilerinden Jochen Metzger'in Bitcoin node'u çalıştırmayanlara sorusu: https://twitter.com/_einundzwanzig_/status/1394387572353290240?s=19 12) Dijital Yuan Fiyaskosu: https://www.zerohedge.com/markets/im-not-all-excited-chinas-digital-yuan-giant-flop 13) Bitcoin ödüllü, Magnus Carlsen gibi satranç ustalarının yarıştığı FTX Satranç turnuvası: https://www.ft.com/content/50997463-ff03-47f9-8c8e-0ddf82873e3af 14) Kasparov'un Bitcoin yorumu: https://twitter.com/DocumentingBTC/status/1396467265806258178 15) Lightning'i kullanarak satranç oynamak için: https://lichess.etleneum.com/ 16) Blockstream ve Adamant Capital işbirliğine girdi: https://bitcoinmagazine.com/business/blockstream-to-launch-finance-division 17) Blockfi yanlışlıkla promosyon ödülü olarak 700 Bitcoin gönderdi. https://www.coindesk.com/blockfi-botches-promo-outsized-bitcoin-reward-payments 18) Stan Druckenmiller'in FED hakkındaki görüşü : https://twitter.com/RudyHavenstein/status/1393965498618978308?s=19 19) Youtube kanalı +90'ın Türkçe Bitcoin içeriği: https://www.youtube.com/watch?v=3tKpB7jwwHE 20) Bitcoin Optech haftalık haber akışı: https://bitcoinops.org/en/newsletters/2021/05/19/ 21) Çıkış müziği: https://twitter.com/_einundzwanzig_/status/1396490953297436672?s=19

The Impending Dollar Inflationnews coming from Stan Druckenmiller via Student Investment Fund Annual Meeting Keynote & also Steve Hanke via OMFIFMoney supply growth is feeding into economy and Powell's position is wrong. Wednesday's headline inflation figure of 4.2% shocked many. The average real GDP growth from 2010 to 2020 was 1.8% per year, the average growth in total money supply (M4) was 6.5% and the average change in the velocity of money was minus 2.5%. Using these values and the Fed's inflation target, the golden growth rate for M4 is 6.3%.The average growth rate of M4, which has been 6.5%, slightly overruns the golden growth rate of 6.3%. This has resulted in realized inflation of 1.7%, slightly below target. That the realized inflation rate is, however, a bit below the Fed's target is not surprising when you recognize that prior to the explosion in the money supply in 2020, the average rate of growth of broad money was very modest from 2010-19. It averaged only 4%, rather than the 2010–20 average of 6.5%.In response to the Covid-19 pandemic, the growth rate of M4 skyrocketed. By the end of 2020, it was growing at 28.9%, the highest year‐​end rate since 1943. Today, it is still surging at 24%. That dramatically exceeds the golden growth rate, a growth rate that would be consistent with the Fed's inflation target.Armed with those numbers and the monetarist model for national income determination, it is obvious that April's year‐​over‐​year consumer price index inflation rate of 4.2% is simply a harbinger of more to come.Bitcoin: A Repeat of 2013 REDUXBitcoin Charts by TradingShot via TradingViewPull Back is Imminent in this Bull Run2012 into 2013 - The Original Double Top2020 into 2021 - Will it happen again? More than 110k Bitcoin have been transferred between wallet in only 17 transactions in the last hour.$Tesla Falls as Musk Continues his Fud Campaign 

Max and Stacy look at the warning from legendary hedge fund manager Stan Druckenmiller that the central banks are destroying fiat currencies and that bitcoin is a solution. Max interviews David Morgan of TheMorganReport.com about the disco-like quality of money printing as if the central banks know the party is about to end.

This week: Elon announces that Tesla will stop allowing customers to pay in Bitcoin, the US Department of Justice and IRS look into Binance, and Stan Druckenmiller predicts the currency will lose reserve status in 15 years. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

Elon Musk crashes Bitcoin by tweeting Tesla will no longer accept Bitcoin as a payment due to high energy usage. He stated Tesla will not sell the Bitcoin it has on its balance sheet. Stanley Drukenmiller said on CNBC that crypto is the solution to inflation. Billionaire Stanley Druckenmiller thinks some kind of crypto-derived ledger system may replace the U.S. dollar as the world’s reserve currency in the future. About 46 million Americans now own at least a share of Bitcoin—that equals about 17% of the adult population. Coinbase reaches #1 on U.S. Apple App Store for first time since 2017. Bitcoin car will race at the Indianapolis 500. Hashdex, a Brazilian crypto asset manager, has raised $26 million in investments.

Points covered 1. Dow down 2. Job openings report 3. Legendary investor Stan Druckenmiller's comments Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.

My guest today is Dan Tapiero, Co-Founder and CEO at 10T Holdings. Dan has one of the most impressive pedigrees of any investor I've ever met. He cut his teeth working with Julian Robertson, which we get into detail about during the episode, but he's also worked closely with Stan Druckenmiller, Steve Cohen, and others. In this episode, we cover an overview of Dan's investing philosophy, his thoughts on the current macro environment, his entry into digital assets, and how that all led him to co-found his current fund 10T Holdings. --- On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On The Margin, visit http://blockworks.co/podcasts.

In this episode of Keiser Report, Max and Stacy look at the ‘grim’ data on the ‘exploding’ US deficits and what the Congressional Budget Office forecasts over the next 30 years – more debt. In the second half, Max interviews Michael Pento of PentoPort.com, who takes a very, very different position to Stan Druckenmiller on the US dollar.

Max and Stacy look at the Washington Post editorial on whether Fed chairman Jerome Powell and Treasury Secretary Janet Yellen will do something about bitcoin revealing the flaw of money printing. In the second half, Max interviews Mark Valek of Incrementum.li about the growth in US money supply and whether or not hedge fund investor Stan Druckenmiller is right to go very, very short on the dollar in response. They discuss Weimar inflation, currency debasement, and gold prices.

In this episode of the Keiser Report, Max and Stacy look at the data out of Europe showing that China is now the European Union’s number-one trading partner, overtaking the United States, and discuss the implications. In the second half, Max interviews Mitch Feierstein of PlanetPonzi.com about his thoughts on Stan Druckenmiller going “very, very short on dollar” and if the time is finally right for Japan after a decades-long deflation.

Índice S&P500 bateu mais um recorde, quase 4.000 pontos. Como diz o Stan Druckenmiller, é o "cocktail mais selvagem" que ele já presenciou nos mercados. Neste vídeo, trago algumas breves reflexões sobre valuation, risco e insights do Druckenmiller.

Visit our sponsor: SwanBitcoinCheck out our guest: Nomi PrinsMax and Stacy with the full dose of ORANGE PILL PODCAST. In this episode, Stacy introduces Protagoras's observation, "Man is the measure of all things: of the things that are, that they are, of the things that are not, that they are not," as having altered the mindset of Renaissance Florence with its notion that reality is what any individual perceives it to be not what the Church or State tell you it is. As the Western elite struggle to impose a reality unto a population who refuses to see the world in the same way as they, the philosopher's words have relevance today.Max and Stacy are joined by Nomi Prins, a former banker turned author of such classics as IT TAKES A PILLAGE, ALL THE PRESIDENTS' BANKERS and COLLUSION:What is happening really in the economy where the majority of the population lives and what is happening with the fabricated money systemDoes the growth in M2 money supply mean anything as Stan Druckenmiller suggests it does or does it mean nothing as Bloomberg opinion writers might insistWill the dollar live to see its 50th birthdayThe r/wsb story exposed the lie, the system is, in fact, riggedMax ends the episode with his theory of: Everything equals everything

Scott worked with some of Wall Street's most prominent investors before starting Key Square in 2016, the largest hedge fund launch of that year. His mentors include Jim Rogers, Jim Chanos, Stan Druckenmiller and George Soros, and it was with Stan and George in 1992 that he played an important roll in thier understanding the BoE's untenable position as it related to defending the Pound and raising rates. These mentors as well has his Father's love of science fiction all account for Scott's unique and often profitable perspective. Here's our conversation.

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.

Location: RemotelyDate: Wednesday 13th JanuaryCompany: Independent & Castle Island VenturesRole: Author & PartnerBitcoin 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.This episode’s sponsors:Kraken - The best place to buy, sell & trade BitcoinBlockFi - The future of Bitcoin financial services Sportsbet.io - Online sportsbook & casino that accepts BitcoinCasa - The leading provider of Bitcoin multisig key security.Exodus - The world's leading Desktop, Mobile and Hardware crypto wallets.-----WBD299 - Show Notes-----If you enjoy The What Bitcoin Did Podcast you can help support the show by doing the following:Become a Patron and get access to shows early or help contributeMake a tip:Bitcoin: 3FiC6w7eb3dkcaNHMAnj39ANTAkv8Ufi2SQR Codes: BitcoinIf you do send a tip then please email me so that I can say thank youSubscribe on iTunes | Spotify | Stitcher | SoundCloud | YouTube | Deezer | TuneIn | RSS FeedLeave a review on iTunesShare the show and episodes with your friends and familySubscribe to the newsletter on my websiteFollow me on Twitter Personal | Twitter Podcast | Instagram | Medium | YouTubeIf you are interested in sponsoring the show, you can read more about that here or please feel free to drop me an email to discuss options.

Episode 39: Teachers Lounge 009, recorded 11/11/2020. TEACHERS: @2a3dex, @andrew_j_howard, @bitconsultants, @cbspears, @CedYoungelman, @fartface2000, @jestopher_btc, @_joerodgers, @limpbstars, @itsLIRAN, @Rand0mGuest2, @skeef25, @surferjimw, @bitcoinisus, TripleHODL, JZ, AUSINK, Aaron565, Fiftysat TOPICS: - Another billionaire joins the maximalist ranks - Stan Druckenmiller - @vake and @@Bitcoinbot1987 (captain mutato) - Bitcoiners' the legendary investors now - Bitcoin is our unit of account - Lightning Pool redux - Lolli sats back at kroger grocery chain - Cash App blocking transactions and seize's a bitcoiners coins - New Wasabi Wallet 2 / WabiSabi implementation - Bitcoin memorandum for Swiss Reserve adding bitcoin to its balance sheet - Eth devs ninja launch code that hard forked - KYC vs Non-KYC coins and BitcoinATMs - Jim's Rants and more enjoy!

Today on the Brief:  Was Monday’s stock rally overdone?  Lebanon to launch digital currency 3 reasons BTC has rallied 60%+ in two months Our main discussion: Stan Druckenmiller, Bitcoin Bull.  A few months ago, Stan Druckenmiller told CNBC that he could imagine inflation of 5%–10%. Yesterday, he returned to the network to discuss why bitcoin had captured his attention as a potential hedge.

The billionaire investor made his pro-bitcoin comments on an appearance on CNBC.This episode is sponsored by Crypto.com and Nexo.io.Today on the Brief: Was Monday’s stock rally overdone? Lebanon to launch digital currency3 reasons BTC has rallied 60%+ in two monthsOur main discussion: Stan Druckenmiller, Bitcoin Bull. A few months ago, Stan Druckenmiller told CNBC that he could imagine inflation of 5%–10%. Yesterday, he returned to the network to discuss why bitcoin had captured his attention as a potential hedge.

In this episode of the Keiser Report, Max and Stacy discuss 'the chart of the year' showing income soaring in the United States as government transfers boost household balance sheets. Hedge fund manager, Stan Druckenmiller, sees this as modern monetary theory and argues that it will cause inflation to run hot at between five and 10 percent in the next few years. In the second half, Max interviews Michael Pento of PentoPort.com about his assessment of markets as we head into the end of the year. They look at Warren Buffett's move into gold and what the prospects are for inflation… or deflation.

Today on the Brief: Markets recover slightly but vaccine trade falters as AstraZeneca pauses trials  Bitcoin and gold correlation increases sharply around dollar instability Mastercard launches simulation tools to help develop central bank digital currencies Our main discussion: Stan Druckenmiller speaks! NLW breaks down the famed investor’s interview with CNBC today, including:  The merging of the Fed and the Treasury Mania in financial assets  A growing fear of future inflation  Why the next three to five years are going to be extremely difficult

Points covered with timestamp 1.LVMH and Tiffany Deal in trouble – 1:00 2.Stan Druckenmiller is worried – 2:10 3.ECB Preview – 3:52 Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.

Harlem Children’s Zone is celebrating 20 years of disrupting the cycle of generational poverty in the NYC community and beyond. HCZ founder and activist Geoffrey Canada joins CEO Kwame Owusu-Kesse and investor and philanthropist Stanley Druckenmiller to discuss the nonprofit’s next 20 years, as well as the role education plays in closing opportunity and wealth gaps. Stanley Druckenmiller shares his life’s best investment to date and explains concerns about inflation, the Fed, and what’s causing “mania” in financial assets. Plus, AstraZeneca’s Covid vaccine development has hit a snag, and the anchors turn to seltzers for some 2020 market relief.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The Hedge Fund legend says in a new interview the Federal Reserve’s policies have created a massive asset bubble while making both inflation and deflation more likely.This episode is sponsored by Crypto.com, Bitstamp and Nexo.io.Today on the Brief:Markets recover slightly but vaccine trade falters as AstraZeneca pauses trials Bitcoin and gold correlation increases sharply around dollar instabilityMastercard launches simulation tools to help develop central bank digital currenciesOur main discussion: Stan Druckenmiller speaks!NLW breaks down the famed investor’s interview with CNBC today, including: The merging of the Fed and the TreasuryMania in financial assets A growing fear of future inflation Why the next three to five years are going to be extremely difficult

This week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Jack Bouroudjian, chief economist, co-founder and director of the Universal Compute Exchange, and chairman of the Global Smart Commodity Group. Prior to chatting with Bouroudjian, Task and Alpher discuss this remarkable rally which has sent the Nasdaq to a new all-time high and brought the S&P 500 back to green for the year. Stan Druckenmiller less than one month ago said the risk-reward was the worst he'd ever seen. Following an 11% rally in the S&P 500 since, he was back on the airwaves yesterday morning pronouncing himself "humbled" by the market. Druckenmiller's bearishness a few weeks back was shared by other great investors like Sam Zell and David Tepper. If you missed this rally, you're in good company. Items arguing for a continued rally include a widening yield curve (the 10-year Treasury yield was up 25 basis points last week), and a broadening of stocks participating - financials, industrials, and cyclicals have joined the move in the last few weeks. Items arguing for a reversal include rising speculative fervor - Seeking Alpha colleague Nathanial Baker says FOMO - fear of missing out - has been replaced with POMO - panic of missing out. There's also the issue of the coronavirus, and whether the reopening of the economy might lead to a resurgence. Asked for his thoughts on this rally, Bouroudjian reminds that the Fed in the space of a couple of weeks put in place more stimulus than it ever did during the many months of the global financial crisis. Similar action is happening in Europe via the ECB. Despite scary headlines in March and April, says Bouroudjian, in his mind there was always an optimism that the lockdowns would be short-lived. For now, that's looking like the case. As for the economy going forward, Bouroudjian does worry about employment returning to previous levels. Companies have been forced to become more efficient, and that means doing the same amount of work with fewer workers. Without COVID-19, it may have taken 3-5 years for the work-from-home trend to fully take hold. Instead it's taken 3-5 months. Perusing Friday's surprising jobs report (2.5M jobs added vs. expectations for a loss of 8M jobs), Bouroudjian isn't so shocked. The early months out of a recession, he says, are the easy ones for job gains. Going forward, Bouroudjian expects far softer employment adds thanks to the productivity gains afforded by work-from-home. Turning back to stocks, Bouroudjian calls himself a reluctant long, noting either the economy needs to get a whole lot better in coming months, or the stock market will take a hit. Not going so far as to sell in May and go away, he suggests hedging in May and going away.

Ist das Chance-Risiko-Verhältnis an der Börse gerade wirklich sinnvoll? Oder behalten Skeptiker wie Stan Druckenmiller und Warren Buffett Recht mit ihrer vorsichtigen Haltung gegenüber den Märkten? Wir haben nachgefragt bei Robert Halver von der Baader Bank.  See acast.com/privacy for privacy and opt-out information.

This week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Rick Bensignor, president of In The Know Trader, and a former chief market strategist at Morgan Stanley. Bensignor's thesis for now is that the market has seen both its high and low for the year. He's inclined to be a seller of S&P 500 (SPY) rallies above 3,000, and a buyer below about 2,650. For bulls, the potential for more bad news, i.e. a possible 2nd wave of infections as the economy reopens, likely caps upside. For bears, the bad news (and the market's reaction) won't ever be as bad as it was in late February to mid-March, likely putting a floor on the downside. Bensignor cut his teeth as a pit trader, and he's got plenty to say on the subject as it pertains to crude oil. First, novices need to avoid trading the U.S. Oil Fund (USO), which is no longer a very good proxy for front-month oil. Second, he sees oil's current rally topping out in the mid-$30s, which would somewhat fill the gap set in early March when the Saudis over a weekend launched a price war and sent crude plunging on the Sunday evening open. Moving to gold (XAUUSD:CUR), Bensignor is a long-term bull, but currently kicking himself a little bit after cashing in on the current rally about $40 per ounce ago. He's looking for a spot to get back in, believing the global central bank rush to paper over the current crisis means new highs are in store for the metal. The next level of resistance: Roughly $1,780-$1,805. As opposed to the oil ETF, he's got no issue with the popular SPDR Gold Trust (GLD) or the iShares Gold Trust (IAU) as acceptable vehicles. And don't forget the folks who actually mine the yellow metal - the VanEck Vectors Gold Miners ETF (GDX) two weeks ago broke through long-term resistance. There's plenty more, including Task and Alpher discussing some of last week's big stories, the dour outlooks by the Jay Powell, Stan Druckenmiller, and David Tepper among them.

The inaugural episode of OMD Daily. Going through the 68 learnings from Kevin Kelly, Senior Maverick at Wired Magazine, and legendary investor, Stanley Druckenmiller's 2015 speech on his investing lessons, mistakes etc…   Find detailed notes of the episode on omdventures.com/omddaily Support the podcast by donating at omdventures.com/stakeholder Music by icons8.com

1. Lots of negative chatter this week during options expiration. Yesterday, we heard that Senator Lindsey Graham introduced a bill to put sanctions on China. Then later, California said they will keep LA and SFO closed for 3 more months. Then we had Bill Gates' puppet Anthony Fauci testify in front of a Senate panel. He mentioned and gave a plug to Moderna (MRNA) a few times during that testimony. He was also down beat and very defensive. Then Senator Rand Paul told him, you're not the end all. Now today, we have the famous Hedge Fund manager, Stan Druckenmiller, get totally negative and saying, the risk-reward for equities is maybe as bad as I've seen it in my career.There was just a ton of negative news this week. Even the Boeing CEO said yesterday that he sees a major U.S. airline going under. WOW! this is coming from a guy that has seen it's stock down by more than 50%. If anyone should fail maybe it's Boeing. But they will be bailed out and he knows it.2. Gold is heading sideways in a somewhat trendless market that appears to be ready to go higher. It needs to digest and consolidate and this could very well happen in the summer. The higher an equity gets, the greater the advances, ie Apple/Amazon. Gold is in the same camp now. When the moves happen they’re fast and furious. 3. Weekly initial claims report coming out tomorrow, but expect a dire number. Next week will be more important. In Nick's opinion, this is typical of what we get during an options expiration week.  There is a major head & shoulders top pattern that is testing the neckline on an hourly chart today. This pattern is also on the daily chart, so it will need to be monitored closely. If this pattern triggers it says the $SPY will trade down to the $270.00 level.

Good news Wednesday, the only good news is the CPI dropped on of the largest numbers on record. Unfortunately the things you don't need, thanks to the economic shutdown, were the things that dropped. The things you need, like food, saw the largest rise since 1974.Investing legend Stan Druckenmiller unleashed a fire hose of cold water on market bulls today during an interview with the Economic Club of New York when he said the “The risk-reward for equity is maybe as bad as I’ve seen it in my career,”The attached article is not good news but it is an eye opener. There are historical precedents for this level of government debt and spending but none turn out well.The House has released a new 1800+ page bail out bill that spends over $3 trillion, very little that will help businesses or the unemployed.Buckle up kiddies it's going to be a thrilling ride.

Ken Bauso, CFA is an investment advisor and a former hedge fund manager and Senior Managing Director at Bear Stearns & Co. and now lives full time in Marfa, TX.The podcast is intended to analyze and comment on financial and economic topics in terms that can be understood by everyone, including non-financial professionals.All content is analysis and commentary and does not constitute investment advice or investment recommendations.Send me an email to be added to my distribution list: Ken@InvestHuckleberry.comPlease subscribe!Ajahn Brahm full talk:https://www.youtube.com/watch?v=ThfJt...Stan Druckenmiller interview (Bloomberg News): https://www.youtube.com/watch?v=Cs-0a...Jeff Gundlach interview (Yahoo Finance): https://www.youtube.com/watch?v=szjJn... #investing #personalfinance

Judson Reis is president and founder of Sire Management. Over half a century ago, Jud started at Morgan Stanley in New York. While there, he played a leading role in the largest takeover in American history of the time: Dupont’s acquisition of Conoco. Later, Jud was fortunate enough to become friendly with and invest with Julian Robertson. He’s also invested with Stan Druckenmiller and other legends. By investing in hedge funds and being forced to endure multi-year lock-ups, Jud learned that talented managers, given enough time, will sort things out and generate outsized returns. If you feel discouraged about declining returns, consensus trades, excessive diversification, and other gloomy statements of this kind, you’ll find this conversation a healthy boost of contrarian confidence. Outsized returns are still out there. And the talented managers generating them exist too. You simply have to know where and how to look. And you have to be willing to take the right risks. To measure whether you are taking the right kinds of risk in your portfolio, and to perform in-depth research on managers, check out novus.com.

Der Milliardär und Hedgefonds-Gründer Stanley Druckenmiller hat alle seine Aktien verkauft und zwar nicht etwa geplant, sondern innerhalb von zwei Tagen, nachdem er einen Tweet von Donald Trump gelesen hat. Auch wenn Du den Namen vielleicht nicht kennst, solltest Du Dir über das, was der Mann tut, Gedanken machen, denn Stan Druckenmiller hat an der Börse in den letzten 30 Jahren nicht ein einziges Verlustjahr gehabt. Wenn es also lohnt jemandem zuzuhören, dann ihm und das machen wir. ► TIPP: Sichere Dir wöchentlich meine Tipps zu Gold, Aktien, ETFs & Co. – 100% gratis: https://erichsen-report.de/ Viel Freude beim Anhören. Über eine Bewertung und einen Kommentar freue ich mich sehr. Jede Bewertung ist wichtig. Denn sie hilft dabei den Podcast bekannter zu machen. Damit noch mehr Menschen verstehen, wie sie ihr Geld mit Rendite anlegen können. ► Mein YouTube-Kanal: http://youtube.com/ErichsenGeld ► Folge mir bei Facebook: https://www.facebook.com/ErichsenGeld/ Die verwendete Musik wurde unter www.soundtaxi.net lizensiert. Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Meine geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren.

In this episode of the Keiser Report, Max and Stacy discuss the Malaysian Prime Minister Dr. Mahathir Mohamad calling for a gold backed currency as a unit of account for trade between East Asian nations. Dr. M argues that having gold back the currency avoids the issue of manipulation. In the second half, Max interviews Alasdair Macleod of Goldmoney.com for his thoughts on the gold market as the US Federal Reserve chairman calls for the end of the use of the word ‘unconventional’ when referring to QE and other new monetary policy tools. They discuss whether or not interest rates will go to zero in the US as billionaire investor Stan Druckenmiller believes and what happens, in that case, to Europe where over $10 trillion worth of bonds have a negative yield.

On today's show, we learn valuable investing lessons from legend Stanley Druckenmiller.In this episode, you'll learn:Why Stanley Druckenmiller makes many small bets in the market if he had a down yearStanley Druckenmiller’s thoughts on the optimal Monetary PolicyWhy price signals from the market is no longer a good predictor in the stock market The Investor’s Podcast: Why are Hedge Fund managers celebrated when Mutual Fund managers are notImportant Links:Download your free audio book at Audible.Find the best job candidate at Ziprecruiter.Refinance your student loan with First Republic.Move your business to the cloud with Netsuite.Access a world of knowledge with The Great Courses Plus.Home security done right with SimpliSafe.Stop wondering and start saving with ME Bank.Simplify writing for you and your team with Grammarly.

Michael Batnick is the Director of Research at Ritholz Wealth Management, author of theIrrelevant Investor blog, co-host of the Animal Spirits podcast, and recently, author of his first book, Big Mistakes: The Best Investors and Their Worst Investments. Our conversation starts with Michael’s atypical career path, his arrival at Ritholz, and his blog. We then turn to stories from his book about Ben Graham, Jesse Livermore, Jack Bogle, Stan Druckenmiller, John Maynard Keynes, Charlie Munger, and Chris Sacca.  Lastly, we discuss how Michael applies the lessons in his book at Ritholz. Michael is a widely followed rising star in financial social media, and our conversation is packed with nuggets of timeless investment wisdom. Learn More Discuss show and Read the Transcript Join Ted's mailing list at CapitalAllocatorsPodcast.com Join the Capital Allocators Forum Write a review on iTunes Follow Ted on twitter at @tseides For more episodes go to CapitalAllocatorsPodcast.com/Podcast