Entrepreneurs don't take risk — they do everything in their power to minimise it. Heads I win, tails I don't lose much.
Go From $10k to $1M in 3 Years With This Strategy | Mohnish Pabrai · Codie Sanchez
Spot when institutions are milking an asset dry and front-run the next capital rotation target.
Bitcoin is UP 50% Against Gold (Most People Missed This) — Bram Kanstein · Bram Kanstein
Enter Bitcoin when inflation outpaces short-term rates — the condition behind nearly all historical gains
Bitcoin is UP 50% Against Gold (Most People Missed This) — Bram Kanstein · Bram Kanstein
Identify and hedge portfolio risks standard Barra models miss by building bespoke thematic factors
Disintermediating Pod Shops | Will England, Derek Drummond, and Tony Caruso Ep.501 — Capital Allocators with Ted Seides · Capital Allocators with Ted Seides
Combine 0.9-Sharpe idiosyncratic PMs at low correlation to engineer a 2.5+ portfolio Sharpe
Disintermediating Pod Shops | Will England, Derek Drummond, and Tony Caruso Ep.501 — Capital Allocators with Ted Seides · Capital Allocators with Ted Seides
Script PM exits before they happen so every drawdown conversation is civil and pre-agreed
Disintermediating Pod Shops | Will England, Derek Drummond, and Tony Caruso Ep.501 — Capital Allocators with Ted Seides · Capital Allocators with Ted Seides
Predefined PM guardrails that protect downside while enabling decade-long investment relationships.
Disintermediating Pod Shops | Will England, Derek Drummond, and Tony Caruso Ep.501 — Capital Allocators with Ted Seides · Capital Allocators with Ted Seides
Uncover serial good decision-makers by watching how PMs trade—not just monthly snapshots.
Disintermediating Pod Shops | Will England, Derek Drummond, and Tony Caruso Ep.501 — Capital Allocators with Ted Seides · Capital Allocators with Ted Seides
Match the right Bitcoin vehicle to your life stage and risk tolerance to avoid misaligned allocations.
Banks are Coming: $82K BTC, $16T by 2030, and Morgan Stanley's Move that Nobody is Talking About — Nicki Sharma · Nicki Sharma
Capture asymmetric upside in a theme while sleeping well by keeping 80–90% in the anchor asset
TAO Is Waking Up… Here’s What I’m Watching — JM Crypto · JM Crypto
Replace the economy-vs-ecology trade-off with the truth that every product is mined or grown from nature.
The Army of Autonomous Robots Restoring Nature · Tom Chi
Spot financial bubbles by combining FOMO psychology, crowd dynamics, historical pattern-matching, and the market-cap-to-GDP ratio.
Is the AI Bubble About to Burst? · Henrik Zeberg
Once politicians control where pensions invest, the money is never fully private again.
Britain's Pension System Is In Danger · Tom McPhail
Finance rarely builds — it mostly finds clever ways to move wealth from one pocket to another
The Problem With Passive Investing Nobody Talks About · Philip Roscoe
Design for the worst 1-2% of times — that's when compounding breaks
If You Understand This, You'll Never Fear a Market Crash Again · William J. Bernstein
Your future earnings dwarf your portfolio — so own more stocks when young
If You Understand This, You'll Never Fear a Market Crash Again · William J. Bernstein
Inequality earned by creating value is a feature; inequality extracted through monopoly or monetary policy is a bug
The Interest Rate Crisis Has Just Begun · Edward Chancellor
Interest is crystallised impatience — the inescapable price tag on every transaction across time
The Interest Rate Crisis Has Just Begun · Edward Chancellor
Read every asset class through the interest rate that prices it.
The Truth About Investing · Patrick Boyle
The market returns 10%. Your skills return 1000%.
I Wish I'd Saved Less When I Was Younger · Olly Richards
Cap your speculation at a percentage you can lose.
The Investing Advice I Wish I Knew Earlier · Toby Newbatt
When average holding periods collapse, ownership becomes extraction.
Who's Really Crashing the Economy? · Ha-Joon Chang
Decompose past returns to set realistic forward expectations
The Problem With Saving 10% of Your Income · Ben Felix
In exponential platform waves, slope locks in winners before observers notice the gap
Ex Google CEO: AI Can Create Deadly Viruses! If We See This, We Must Turn Off AI! · Eric Schmidt
At the 5-year horizon, GPU + agent spend replaces engineering headcount — treat it as capital allocation, not cost-cutting
Uber CEO: I Have To Be Honest, AI Will Replace 9.4 Million Jobs At Uber! · Dara Khosrowshahi
Match every dollar you own to the right asset based on when you need it.
STRC is the world's fastest growing financial product — Rajat Soni · Rajat Soni
Invest in great businesses at fair prices using patience, rationality, and a circle of competence
University of Berkshire Hathaway: 30 Years of Lessons from Buffett and Munger · Daniel Pecaut and Corey Wrenn
Drive real value through talent, introductions, and existential counsel
20VC — Vinod Khosla on Venture Assistance, Bold Bets, and What VCs Get Wrong · Vinod Khosla
Build systems for decisions beyond your personal expertise
Circle of Competence · Shane Parrish
Is your system limited by its weakest element or elevated by its strongest?
My Little Hundred Million - Revisionist History S1E6 · Malcolm Gladwell
Every dollar and hour should make the product better — or stop spending them
Elon Musk USC Commencement Speech · Elon Musk
Understanding capital allocation
The Bitcoin Standard · Saifedean Ammous
Socialism's calculation problem
The Bitcoin Standard · Saifedean Ammous
Prices as info
The Bitcoin Standard · Saifedean Ammous
Understanding how VCs get paid, how their funds work, and what drives their behavior gives founders an information advantage
Venture Deals: Be Smarter than your Lawyer and Venture Capitalist · Brad Feld & Jason Mendelson
Evaluating equity investments
Berkshire Hathaway Shareholder Letter 1981 · Warren Buffett
Allocate capital effectively
Berkshire Hathaway Shareholder Letter 1978 · Warren Buffett
Systematically maintain your target allocation while capturing tax benefits
A Random Walk Down Wall Street · Burton G. Malkiel
In an age of leverage, one correct decision is worth more than a thousand hours of effort
The Almanack of Naval Ravikant: A Guide to Wealth and Happiness · Eric Jorgenson
Focus ruthlessly on the exponential few, not the mediocre many
Zero to One: Notes on Startups, or How to Build the Future · Peter Thiel & Blake Masters
Combine extreme safety with extreme risk -- avoid the dangerous middle
Antifragile: Things That Gain from Disorder · Nassim Nicholas Taleb
Classify everything as fragile, robust, or antifragile to navigate uncertainty
Antifragile: Things That Gain from Disorder · Nassim Nicholas Taleb