Personal Archive advocate | Finance stuff | Husband | Podcast Host @panoptica_ai @excessreturnpod @epsilontheory | Music | "You know what love is"
PA
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a year ago I was in work/compliance purgatory typing anonymous notes on the internet.
I changed jobs, brought my whole self to work (finally), and now I’m collaborating with some of my favorite writers.
Whatever you’re waiting for, just start.
Thanks @EpsilonTheory, let’s go
The best speaker at Epsilon Connect 2023 was my Uber driver.
Buckle up, honeys.
Thrilled to introduce our latest Epsilon Theory contributor, @CultishCreative!
epsilontheory.com/when-the-b…
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Matt Zeigler retweeted
Will listen. Textbook Kelly assumes you can scale in and out freely, which falls apart fast when your liquidity window is small. Most people size on vibes and call it intuition.
A short yet broad-ranging talk with @KrisAbdelmessih on @Panoptica_ai for his @EpsilonTheory: Unplugged essay, "After this post you will be sizing bets in your head"
Kelly bets, using AI to learn math, creativity... NEW Notes on Notes!
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Matt Zeigler retweeted
Happy Friday all
Matt does this neat meta series "Notes on notes" where it's a short chat about how and why a particular article comes together in the first place. Thanks for the look homie
A short yet broad-ranging talk with @KrisAbdelmessih on @Panoptica_ai for his @EpsilonTheory: Unplugged essay, "After this post you will be sizing bets in your head"
Kelly bets, using AI to learn math, creativity... NEW Notes on Notes!
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A short yet broad-ranging talk with @KrisAbdelmessih on @Panoptica_ai for his @EpsilonTheory: Unplugged essay, "After this post you will be sizing bets in your head"
Kelly bets, using AI to learn math, creativity... NEW Notes on Notes!
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read @KrisAbdelmessih essay right here: panoptica.com/after-this-pos…
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and you can get this video on all the podcast places, links in here panoptica.com/notes-on-notes…
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oh tuition, you always have a cost.
"They worked at Lehman, they were paid by Lehman, and they loaded up on Lehman stock."
“If you wanted to buy Lehman stock, they would offer you a 10% discount. So a lot of employees were like, ‘Oh my God, free money, 10% discount on the stock.’”
What happens when your paycheck and your portfolio depend on the same thing?
Jared Dillian on the life hedge.
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This gas tool is so cool (econ nerd friends, you will love what @EricPachman is doing)
1/ The CPI says gasoline is 4.3% of what Americans spend.
For a family at the 20th percentile of income, it is 8.7% of their take-home pay.
Same pump. Same price. Different life.
We built a free tool so you can find your own number.
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Matt Zeigler retweeted
"I lost $157,000 in three minutes."
Trading SPACs took him from $6,000 to dreams of becoming a millionaire, and then a six-figure loss in minutes.
“I felt like I just got slapped in the face by Mike Tyson.”
Jack Raines on the big ups and downs of trading SPACs.
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What's in the Value Investor Seminar Gary Mishuris (@BehavioralValue) teaches? I have an incredible preview up on @excessreturnpod
We get into why the classic investment books still matter, and end with a discussion on how he's using AI at his firm.
piped.video/kmHUKeQ5x_8?si=9o2U…
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Matt Zeigler retweeted
The 10-year Treasury yield hit a 19-year high today.
Can Scott Bessent’s Treasury buybacks stem the tide?
We asked Andy Constan on our latest episode of First Principles.
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Do the Squirrel a solid and give @SquirrelMacro a follow to get him over the 10k hump. One of my fintwit favorites.
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If you've heard @Jack_Raines talk about making and losing a giant amount of money trading SPACs and options but wished he'd go (way) deeper -
Me too. Luckily, that's what @excessreturnpod is for.
Investing lessons for olds and yutes alike:
piped.video/CdHfaaTUVMg?si=dTxR…
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Matt Zeigler retweeted
Thanks to @Panoptica_ai for picking this up.
Math is poetry and @KrisAbdelmessih is Robert Frost.
(2 paths, it's a Kelly bet joke, ok?)
Read "After this post you will be sizing bets in your head" on @Panoptica_ai for @EpsilonTheory: Unplugged.
Take THIS road!
panoptica.com/after-this-pos…
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Listen to Tony!
"Scenes from an Italian Restaurant" by Billy Joel:
Songs That Best Describe American Life 🇺🇸 series by @CultishCreative is the best piece of content I’ve watched on the internet in years.
Zeigs is the best.
piped.video/yN9dGWarRl4?si=5eQr…
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Math is poetry and @KrisAbdelmessih is Robert Frost.
(2 paths, it's a Kelly bet joke, ok?)
Read "After this post you will be sizing bets in your head" on @Panoptica_ai for @EpsilonTheory: Unplugged.
Take THIS road!
panoptica.com/after-this-pos…
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Matt Zeigler retweeted
I was never a @billyjoel fan. And then I heard this song and it MAY be one of the best post-war Americana songs ever
Is "Scenes from an Italian Restaurant" by Billy Joel one of the most American songs ever written?
@TgMacro thinks so. Good thing @drjoemoore had NEVER heard it before.
New Cultish Creative Music Club out now @Panoptica_ai + @EpsilonTheory
piped.video/yN9dGWarRl4?si=P2RI…
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Is "Scenes from an Italian Restaurant" by Billy Joel one of the most American songs ever written?
@TgMacro thinks so. Good thing @drjoemoore had NEVER heard it before.
New Cultish Creative Music Club out now @Panoptica_ai + @EpsilonTheory
piped.video/yN9dGWarRl4?si=P2RI…
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weekly recappin' with @practicalquant
“He’s willing to go into stocks when people are going the other way.”
On our latest Weekly Wrap, @CultishCreative and @practicalquant break down the biggest lessons from our interviews with David Rosenberg, Jim Paulsen, Jenny Johnson, Bob Pozen and Alex Edmans.
✅ Why a “permabear” still holds 50% stocks
✅ The seven sectors lagging the earnings boom
✅ Private markets: access to growth or someone else’s exit?
✅ What made Peter Lynch a great stock picker
✅ Why paying employees more can benefit shareholders
✅ What happens to consumer spending if stocks fall
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We had @EconguyRosie back on @excessreturnpod and he has THOUGHTS on bonds and inflation.
Wait until you hear where his equity allocation is right now, too...
piped.video/WXbt_0j1YRA?si=VoF1…
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