FiscalGains

|| Early Stage Investor || Collector of Things || DPI Seeker ||

[FiscalGains @guy_venture]

@pavelprata @sharanjhangiani Can add @AAF_Management to the Hybrid section if looking for more ammo!

[FiscalGains @guy_venture]

@MarcusMilione Tuning in for sure!

[FiscalGains @guy_venture]

@faionur @triumpharcade ball knower

[FiscalGains @guy_venture]

@alexisohanian generational heater

[FiscalGains @guy_venture]

@ArfurRock

[Alexis Ohanian 🗽 @alexisohanian]

This is what it looks like when founders take on hard, physical-world problems and execute.

@Living_Carbon just secured $500M from Octopus Energy Generation to reforest degraded American land. At full scale: removing the equivalent of NYC's annual carbon footprint.

[FiscalGains @guy_venture]

@EverettRandle

[FiscalGains @guy_venture]

@NWischoff It was always ice waters

[FiscalGains @guy_venture]

@MattEvantic @winstonweinberg @harvey

[FiscalGains @guy_venture]

@the_judge1111 $200M to $300M ARR growth in 9 months = Series E, or Palo Alto acquisition

[FiscalGains @guy_venture]

@MurrayHillGuy1 McLean is a crazy pull

[FiscalGains @guy_venture]

@Mike_kim714 @Cadillac 113

[FiscalGains @guy_venture]

@kevinakwok this guy knows ball

[FiscalGains @guy_venture]

@a16zcrypto Hamsa missing from Treasury!

[Patrick OShaughnessy @patrick_oshag]

My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time.

He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100% of his returns are alpha.

He says today's market has so many similarities to 2000, "the easiest bear market I've ever seen in my whole life."

He makes the case for going long dollar-yen, why Bitcoin beats gold as an inflation hedge, and why he was wrong about Warren Buffett.

But what I'll remember most from this conversation is Paul's zest for life. He's 71 and still wakes at 2:30 every morning to trade the London open. He works out for two hours a day. He walks with his wife every evening. He travels the country chasing peak spring and peak fall. He's so excited about the songs picked for his funeral that he wishes he could be there to hear them.

Paul has lived five lifetimes in one. He's one of the most entertaining and interesting people I've met, and the conversation will leave you searching to be as passionate about what you do as he is about what he does.

Enjoy!

Timestamps:
0:00 Intro
1:00 The Kindest Thing
13:19 Trading vs. Investing
17:33 Lessons from Warren Buffet
22:24 The Existential Risks of AI
29:54 The Nature of Trading
31:46 Bitcoin
35:55 Bubbles
42:08 A Day in the Life of PTJ
46:00 Information Overload
47:07 Passion for Markets
50:49 The Robin Hood Foundation
54:18 The Workless World
56:03 Journalism
1:00:00 Principal Components of a Great Life
1:05:06 Kill Them With Kindness

[FiscalGains @guy_venture]

@zaygranet Fair, not bad for 3-4 years!

[FiscalGains @guy_venture]

@endowment_eddie

[Lucas Vaz @lucasbagnocvaz]

https://t.co/wkTd7Thw67

[FiscalGains @guy_venture]

@ColinGardiner https://t.co/R1FbsjdFpC