A research org wins by concentrating compute on a few big bets and disbanding the rest — not by letting a bottom-up credit market allocate it.
Why Google failed to make GPT-3 + why Multimodal Agents are the path to AGI — with David Luan of Adept · Latent Space (swyx & Alessio)
Use gold's 6-month head start and global liquidity as advance signals for Bitcoin's next major move
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
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
Anchor your liquid portfolio in self-custodied Bitcoin, then use ecosystem instruments as accumulation fuel
Peter Dunworth: $300 Trillion Is About to Flow Into Bitcoin — Robin Seyr · Robin Seyr
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
Home bias is always wrong — own the world, not your postcode
The Golden Age of Returns is Over · Mike Staunton & Paul Marsh
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
Default to a global index; only run an active sleeve if you've earned the time and skill.
How to Invest in Stocks · Sasha Yanshin
If you can't recite every fund you own from memory, your portfolio is too complex.
The One Thing You Need To Invest In · Ramin Nakisa
Admit your limits, buy the index, stop trying to beat professionals who already lose 95% of the time.
The One Thing You Need To Invest In · Ramin Nakisa
Only pick stocks if you pass interest, education, and time.
This Is How You Build Wealth · Richard Coffin (The Plain Bagel)
One day a year to keep the simple machine in tune
Change How You Think About Money · Pete Matthew
Cap your speculation at a percentage you can lose.
The Investing Advice I Wish I Knew Earlier · Toby Newbatt
Low-cost, globally diversified, and held — the boring playbook that wins
The Problem With Saving 10% of Your Income · Ben Felix
Tilt 10-30% to your home market for cost, tax, and geopolitical resilience
The Problem With Saving 10% of Your Income · Ben Felix
BTC's addressable market is the sum of three independent mega-trends
Invest in This – It'll Be Worth $1.5 Million by 2030 | World Leading Investing Expert · Cathie Wood
Bypass asset bias by evaluating risk-return in isolation, then size based on portfolio math—never zero
Why Bitcoin Will Eat the Biggest Market on Earth — Robin Seyr · Robin Seyr
Build wealth through three simple principles while ignoring Wall Street
Schultheis Coffeehouse Investor Philosophy · Bill Schultheis
Build wealth through three simple principles while ignoring Wall Street
Coffeehouse Investor: Ignore Wall Street, Build Wealth · Bill Schultheis
Build wealth through three simple principles while ignoring Wall Street
The Coffeehouse Investor: Build Wealth, Ignore Wall Street · Bill Schultheis
Choose financially reasonable strategies you can actually stick with long-term
The Psychology of Money · Morgan Housel
Drive real value through talent, introductions, and existential counsel
20VC — Vinod Khosla on Venture Assistance, Bold Bets, and What VCs Get Wrong · Vinod Khosla
Behavioral mastery trumps technical skill in financial success
Morgan Housel — Walking and Thinking · Morgan Housel
Diversified asset allocation
Engineering Targeted Returns and Risks · Bridgewater Associates, LP
Maintain Your Asset Allocation
I Will Teach You to Be Rich, Second Edition: No Guilt. No Excuses. No B.S. Just a 6-Week Program That Works. · Ramit Sethi
Choose low-cost index funds
I Will Teach You to Be Rich, Second Edition: No Guilt. No Excuses. No B.S. Just a 6-Week Program That Works. · Ramit Sethi
Balance Risk & Reward
I Will Teach You to Be Rich, Second Edition: No Guilt. No Excuses. No B.S. Just a 6-Week Program That Works. · Ramit Sethi
Portfolio Evaluation
Competitive Strategy · Michael E. Porter
When the future is uncertain, let strategy emerge through learning; when the path is clear, execute deliberately
The Innovator's Solution · Clayton M. Christensen & Michael E. Raynor
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
Choose your customers strategically to improve margins and competitive position
Competitive Strategy: Techniques for Analyzing Industries and Competitors · Michael E. Porter
Three accounts that give instant clarity on business health
Profit First for Real Estate Investing · David Richter
Index 85-95% of your portfolio, then play with the rest guilt-free.
The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street and Get On with Your Life · Bill Schultheis
Risk is not volatility -- it is not having money when you need it.
The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street and Get On with Your Life · Bill Schultheis
Asset allocation, approximate the market average, and save enough.
The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street and Get On with Your Life · Bill Schultheis
Systematically maintain your target allocation while capturing tax benefits
A Random Walk Down Wall Street · Burton G. Malkiel
Enhance index returns with disciplined tilts toward proven risk factors
A Random Walk Down Wall Street · Burton G. Malkiel
Adjust your asset allocation as you age from aggressive to conservative
A Random Walk Down Wall Street · Burton G. Malkiel
Maintain a fixed stock-bond split and rebalance when it drifts beyond thresholds
The Intelligent Investor · Benjamin Graham
Complex investments exist to profit their creators, not their buyers
The Simple Path to Wealth · JL Collins
Shift your investment strategy between accumulation and preservation phases
The Simple Path to Wealth · JL Collins
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