Olivia
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Kaien
@kaienphase
finance, science, and the difference between signal and noise.
Varsaw
Joined November 2021
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409 Followers
30 Posts
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https://t.co/PbfztEwWL7
A hedge-fund manager who returned 50% a year for a decade walked into a Columbia classroom in 2005 and taught the entire method to thirty students. for free. Almost no one in finance has ever promoted the recording.
Joel Greenblatt ran Gotham Capital from 1985 to 1994. Sustaining that kind of return for even one year is rare. He did it for ten, then returned outside capital and kept only his own money. A few years later he sat on a desk and explained exactly how it was done.
He does not teach a formula or a screener. He teaches the corners of the market where the usual buyers are forced to sell for structural reasons that have nothing to do with price: spinoffs, restructurings, index deletions. Situations where the seller is not trying to get the best price. He shows why these corners keep appearing even after everyone knows they exist.
Columbia charges tens of thousands a year in tuition. The man who actually generated the returns gave the method away in one room with one camera and uneven audio.
The uncomfortable part is what he says about concentration. He held very few positions. It runs directly against the diversification dogma taught two floors down.
Every filing is free now. Every screener is free. The edge was never more information. It was knowing which information to ignore.
A hedge-fund manager who returned 50% a year for a decade walked into a Columbia classroom in 2005 and taught the entire method to thirty students. for free. Almost no one in finance has ever promoted the recording.
Joel Greenblatt ran Gotham Capital from 1985 to 1994. Sustaining that kind of return for even one year is rare. He did it for ten, then returned outside capital and kept only his own money. A few years later he sat on a desk and explained exactly how it was done.
He does not teach a formula or a screener. He teaches the corners of the market where the usual buyers are forced to sell for structural reasons that have nothing to do with price: spinoffs, restructurings, index deletions. Situations where the seller is not trying to get the best price. He shows why these corners keep appearing even after everyone knows they exist.
Columbia charges tens of thousands a year in tuition. The man who actually generated the returns gave the method away in one room with one camera and uneven audio.
The uncomfortable part is what he says about concentration. He held very few positions. It runs directly against the diversification dogma taught two floors down.
Every filing is free now. Every screener is free. The edge was never more information. It was knowing which information to ignore.
https://t.co/PbfztEwWL7
A billionaire sat in front of a room of students in 1998 and explained how to get rich without ever needing to predict the market.
Most of Wall Street spent the next twenty-five years overcomplicating the same lesson.
Warren Buffett walked through the only principles that actually compound: buy wonderful businesses you understand, pay a fair price, and let time do the rest. No macro forecasts. No complex models. No need to be right about the next quarter.
He used See’s Candy to show why pricing power beats growth stories. He explained why the biggest mistakes are the ones you never make — the opportunities you understand but still pass on. He told the room that diversification is protection for people who do not know what they are doing, and concentration is the only path once you do.
MBA programs still charge six figures to teach watered-down versions of the same ideas. Buffett gave them away in a single afternoon with no slides and no product to sell.
A portfolio manager I know makes every new analyst watch this lecture before they touch a single position. Not the internal training. Not the CFA material. This one.
Millions have seen it. Almost none of them can still recite the two or three rules he treated as non-negotiable.
A billionaire sat in front of a room of students in 1998 and explained how to get rich without ever needing to predict the market.
Most of Wall Street spent the next twenty-five years overcomplicating the same lesson.
Warren Buffett walked through the only principles that actually compound: buy wonderful businesses you understand, pay a fair price, and let time do the rest. No macro forecasts. No complex models. No need to be right about the next quarter.
He used See’s Candy to show why pricing power beats growth stories. He explained why the biggest mistakes are the ones you never make — the opportunities you understand but still pass on. He told the room that diversification is protection for people who do not know what they are doing, and concentration is the only path once you do.
MBA programs still charge six figures to teach watered-down versions of the same ideas. Buffett gave them away in a single afternoon with no slides and no product to sell.
A portfolio manager I know makes every new analyst watch this lecture before they touch a single position. Not the internal training. Not the CFA material. This one.
Millions have seen it. Almost none of them can still recite the two or three rules he treated as non-negotiable.
https://t.co/PbfztEwWL7
https://t.co/PbfztEwWL7
A billionaire walked up to a whiteboard and explained the entire economy in 42 minutes. for free. Wall Street spent the next decade pretending the recording did not exist.
Ray Dalio drew three forces that govern every boom, every crash, and every rate decision since 1929. Short-term debt cycle. Long-term debt cycle. Productivity. Politics as the force that turns the machine.
MBA programs still charge two hundred thousand dollars for frameworks he gave away in the first fifteen minutes. Several of the models he sketched that day remain proprietary inside major banks. He put them on YouTube with no paywall and no fund pitch.
He also mapped the zero-rate wall and the money printer two years before 2020 forced them into the open. The lines on the board were not a prediction. They were the arithmetic of a cycle reaching its limit.
A portfolio manager at a top-five firm told me every new analyst is required to watch this lecture before they open a terminal. Not the internal training. Not the CFA material. This one.
Forty million people have seen it. Almost none of them can still name the three forces he drew in the opening ten minutes.
The lecture is still free.
A billionaire walked up to a whiteboard and explained the entire economy in 42 minutes. for free. Wall Street spent the next decade pretending the recording did not exist.
Ray Dalio drew three forces that govern every boom, every crash, and every rate decision since 1929. Short-term debt cycle. Long-term debt cycle. Productivity. Politics as the force that turns the machine.
MBA programs still charge two hundred thousand dollars for frameworks he gave away in the first fifteen minutes. Several of the models he sketched that day remain proprietary inside major banks. He put them on YouTube with no paywall and no fund pitch.
He also mapped the zero-rate wall and the money printer two years before 2020 forced them into the open. The lines on the board were not a prediction. They were the arithmetic of a cycle reaching its limit.
A portfolio manager at a top-five firm told me every new analyst is required to watch this lecture before they open a terminal. Not the internal training. Not the CFA material. This one.
Forty million people have seen it. Almost none of them can still name the three forces he drew in the opening ten minutes.
The lecture is still free.
https://t.co/PbfztEwWL7
feynman explaining this from his living room is still underrated.
Feynman sat in his living room and turned the solid world into a swarm of jiggling atoms.
The BBC filmed him at home in 1983. No stage, no slides, no equations on a board. Just a Nobel laureate getting a kick out of explaining why fire is atoms snapping together, why rubber bands pull, why magnets refuse to touch, and why the mirror does not reverse left and right the way everyone thinks.
He keeps coming back to the same point: the world you touch is a temporary pattern in a sea of ceaseless motion. Look close enough and the solid table dissolves into emptiness and vibration. Look far enough and the same emptiness rules the galaxies.
Most people watch the hour and walk away smiling at the stories. Almost no one notices what the stories quietly remove.
There is no absolute stage.
Properties do not sit inside objects waiting to be found.
Separateness itself fails under entanglement.
Spacetime may be only an approximation that appears later.
Feynman made the classical picture feel like a useful fiction of middle scales. The equations finished the job decades earlier.
https://t.co/1agObeQbWU
Feynman sat in his living room and turned the solid world into a swarm of jiggling atoms.
The BBC filmed him at home in 1983. No stage, no slides, no equations on a board. Just a Nobel laureate getting a kick out of explaining why fire is atoms snapping together, why rubber bands pull, why magnets refuse to touch, and why the mirror does not reverse left and right the way everyone thinks.
He keeps coming back to the same point: the world you touch is a temporary pattern in a sea of ceaseless motion. Look close enough and the solid table dissolves into emptiness and vibration. Look far enough and the same emptiness rules the galaxies.
Most people watch the hour and walk away smiling at the stories. Almost no one notices what the stories quietly remove.
There is no absolute stage.
Properties do not sit inside objects waiting to be found.
Separateness itself fails under entanglement.
Spacetime may be only an approximation that appears later.
Feynman made the classical picture feel like a useful fiction of middle scales. The equations finished the job decades earlier.
Richard Feynman, Cornell 1964: the inverse-square law that runs from falling apples to galaxies.
Feynman stood in a Cornell lecture hall in 1964 and spent fifty-five minutes showing why the law of gravitation is both the purest and the most incomplete statement physics has ever made.
One sentence. Every mass attracts every other mass with a force proportional to the product of the masses and inversely proportional to the square of the distance. That single rule accounts for falling apples, planetary orbits, tides, the shape of the Earth, and the motion of galaxies a hundred thousand light-years across.
He walks through Kepler, Newton, Cavendish, the prediction of Neptune, the residual anomaly of Mercury. He laughs at the idea of angels pushing planets, then admits the origin of inertia is still almost as mysterious. The ratio between gravity and electromagnetism is a forty-two-digit number that matches the size of the universe to the size of a proton. No one knows why.
The lecture is free. Most people who watch it treat it as beautiful history. Almost no one notices what it quietly assumes: absolute space, definite forces acting between independent objects, a stage that exists whether anyone looks or not.
That stage is the part twentieth-century physics removed.
There is no universal “now.”
Properties do not fully exist until interaction forces them.
Entanglement dissolves separateness.
Spacetime itself may be only an approximation that appears later.
Richard Feynman, Cornell 1964: the inverse-square law that runs from falling apples to galaxies.
Feynman stood in a Cornell lecture hall in 1964 and spent fifty-five minutes showing why the law of gravitation is both the purest and the most incomplete statement physics has ever made.
One sentence. Every mass attracts every other mass with a force proportional to the product of the masses and inversely proportional to the square of the distance. That single rule accounts for falling apples, planetary orbits, tides, the shape of the Earth, and the motion of galaxies a hundred thousand light-years across.
He walks through Kepler, Newton, Cavendish, the prediction of Neptune, the residual anomaly of Mercury. He laughs at the idea of angels pushing planets, then admits the origin of inertia is still almost as mysterious. The ratio between gravity and electromagnetism is a forty-two-digit number that matches the size of the universe to the size of a proton. No one knows why.
The lecture is free. Most people who watch it treat it as beautiful history. Almost no one notices what it quietly assumes: absolute space, definite forces acting between independent objects, a stage that exists whether anyone looks or not.
That stage is the part twentieth-century physics removed.
There is no universal “now.”
Properties do not fully exist until interaction forces them.
Entanglement dissolves separateness.
Spacetime itself may be only an approximation that appears later.
https://t.co/1agObeQbWU
MIT Professor Revealed the Secret to Making an Idea Impossible to Ignore
Almost none of them have absorbed the idea that actually matters.
His name was Patrick Winston. He ran the MIT AI Lab for twenty-five years and delivered the same one-hour lecture every January for four decades. He filmed the final version in 2018 and died eighteen months later.
The lecture is free. Executive coaches still charge five figures to teach a third of what he covered.
Winston’s entire framework fits on a napkin: start with a promise, cycle the idea, keep the images clean, end with a line the audience can repeat at dinner. Never open with a joke. Never end with “thank you.”
He believed success is determined by the ability to speak, the ability to write, and the quality of the ideas in that order.
The quality of the classical idea of reality is the one that failed.
There is no universal “now.” Properties do not fully exist until interaction forces them. Entanglement dissolves the illusion of separateness. Spacetime itself may be only an approximation that appears later.
Most people still speak as if the old picture remains fundamental. The equations have been saying otherwise for a century.
Winston spent fifty years teaching people how to make ideas stick. The idea that still has not stuck is that the classical floor was removed.
MIT Professor Revealed the Secret to Making an Idea Impossible to Ignore
Almost none of them have absorbed the idea that actually matters.
His name was Patrick Winston. He ran the MIT AI Lab for twenty-five years and delivered the same one-hour lecture every January for four decades. He filmed the final version in 2018 and died eighteen months later.
The lecture is free. Executive coaches still charge five figures to teach a third of what he covered.
Winston’s entire framework fits on a napkin: start with a promise, cycle the idea, keep the images clean, end with a line the audience can repeat at dinner. Never open with a joke. Never end with “thank you.”
He believed success is determined by the ability to speak, the ability to write, and the quality of the ideas in that order.
The quality of the classical idea of reality is the one that failed.
There is no universal “now.” Properties do not fully exist until interaction forces them. Entanglement dissolves the illusion of separateness. Spacetime itself may be only an approximation that appears later.
Most people still speak as if the old picture remains fundamental. The equations have been saying otherwise for a century.
Winston spent fifty years teaching people how to make ideas stick. The idea that still has not stuck is that the classical floor was removed.
https://t.co/1agObeQbWU
A lecture the world almost missed.
An IIT Madras professor opens classical physics by proving that almost everything you call “common sense” is a survival hack for a tiny slice of reality.
His name is V. Balakrishnan. The lecture is free, fifty minutes long, and has been quietly destroying people’s confidence in everyday intuition for seventeen years.
He starts with mass, length, and time. Your bare senses work across roughly eight orders of magnitude. Nature runs on sixty to eighty. The Planck length is 10⁻³⁵ m. The observable universe is 10²⁶ m. Your intuition evolved to keep you alive between a grain of sand and a mountain, not to understand either extreme.
Classical physics is the set of rules that happen to work inside that narrow evolutionary window. It is not the foundation. It is an effective theory that fails the moment you leave the middle.
Most people never notice. They keep speaking as if solid objects, absolute time, and definite properties independent of observation are fundamental. The equations have been saying otherwise for a century.
No universal “now.” Properties that do not fully exist until interaction forces them. Entanglement that makes separateness an illusion. Spacetime that may be only an approximation that appears later.
The classical picture remains extraordinarily useful for coffee cups and airplanes. The claim that it describes the actual floor of reality does not.
A lecture the world almost missed.
An IIT Madras professor opens classical physics by proving that almost everything you call “common sense” is a survival hack for a tiny slice of reality.
His name is V. Balakrishnan. The lecture is free, fifty minutes long, and has been quietly destroying people’s confidence in everyday intuition for seventeen years.
He starts with mass, length, and time. Your bare senses work across roughly eight orders of magnitude. Nature runs on sixty to eighty. The Planck length is 10⁻³⁵ m. The observable universe is 10²⁶ m. Your intuition evolved to keep you alive between a grain of sand and a mountain, not to understand either extreme.
Classical physics is the set of rules that happen to work inside that narrow evolutionary window. It is not the foundation. It is an effective theory that fails the moment you leave the middle.
Most people never notice. They keep speaking as if solid objects, absolute time, and definite properties independent of observation are fundamental. The equations have been saying otherwise for a century.
No universal “now.” Properties that do not fully exist until interaction forces them. Entanglement that makes separateness an illusion. Spacetime that may be only an approximation that appears later.
The classical picture remains extraordinarily useful for coffee cups and airplanes. The claim that it describes the actual floor of reality does not.
https://t.co/1agObeQbWU
A MIT quantum course opens not with the wave equation but with a thought experiment that makes classical categories collapse.
This is lecture 1 of MIT 8.04 Quantum Physics I, taught by Allan Adams. The topic is superposition.
Most courses assume the classical world and then add quantum corrections. Adams refuses. Before any operator, before any Schrödinger equation, he builds the box apparatus that shows an electron is neither hard nor soft, neither both, nor neither, until measured.
The audience is students who already met the formalism. He is going back under it and forcing them to confront what the mathematics actually requires.
Watch how cleanly he states each classical expectation, then lets the experiment destroy it. No appeals to everyday intuition anywhere in the hour.
A research engineer I know worked through the box experiments twice and said classical reality stopped feeling inevitable.
A MIT quantum course opens not with the wave equation but with a thought experiment that makes classical categories collapse.
This is lecture 1 of MIT 8.04 Quantum Physics I, taught by Allan Adams. The topic is superposition.
Most courses assume the classical world and then add quantum corrections. Adams refuses. Before any operator, before any Schrödinger equation, he builds the box apparatus that shows an electron is neither hard nor soft, neither both, nor neither, until measured.
The audience is students who already met the formalism. He is going back under it and forcing them to confront what the mathematics actually requires.
Watch how cleanly he states each classical expectation, then lets the experiment destroy it. No appeals to everyday intuition anywhere in the hour.
A research engineer I know worked through the box experiments twice and said classical reality stopped feeling inevitable.
https://t.co/1agObeQbWU
A legendary MIT lecturer stood at a blackboard in 2006 and drew the geometry every physical trajectory is forced to obey. Almost nobody treats the recording as the foundation it is.
This is Arthur Mattuck, Lecture 1 of MIT 18.03. Direction fields. Integral curves. Isoclines. The pure visual language of y′ = f(x,y). He shows that once the slope is fixed at every point, the future of a solution is constrained before any formula is written.
Watch what he does with chalk. A few short line segments and the entire plane acquires memory. No slides, no software, no notation dumped on the room. Each mark does real work.
A research engineer I know rewatched the isocline section twice and said it was the cleanest account of dynamical constraint he had ever seen.
The footage sits free on YouTube, fixed camera, full chalkboard, still sharp after eighteen years.
Those integral curves assume something the twentieth century quietly removed: definite paths that exist independent of observation, absolute time, local separateness.
There is no universal “now.” Properties do not wait to be measured. Entanglement dissolves the idea that the universe is made of independent pieces. In the deepest regimes spacetime itself may be emergent.
The classical trajectories still work as an extraordinarily successful approximation. The claim that they are fundamental does not.
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