Ok...let's do this. I'm going to start a live cast in 2021. I'm inviting you to present your best trade idea at my investment strategy committee. I'm going to be helped and assisted by my former investment partners Tom Roderick and George Lee
Want to become an eclectica investment analyst? You got to have an idea, think Peter Lynch and One Up ON Wall St. To apply you have to subscribe to youtube.com/channel/UCs4X8…
You'll have the opportunity to present your idea using 2 twitter style message boards plus the opportunity to upload your video presentation - but you only got 30 seconds. Make it count.
The winning best trades get to pit them against me live at the realtime investment policy committee. Who knows? It might look good on your CV ?? for all of those of you who ask me about breaking into finance...remember to glow.
I'll sift through your ideas and then announce the first committee as a YouTube live cast in the new year.
Good luck...oh and if you're in St Barts then come to the rave party on the 31st...
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A stylish person is consciously concerned about their appearance and tends to conform to the latest fashion.
Style however is unconscious, many prefer timeless.
I spent my youth literally sifting through inventories of timelessness seeking a path to leave my grey world behind
Style was a way of existing, a life full of possibility, of everything that life can afford, of everything that I lacked at the time. I made a pact with myself.
OK, what's your diagnosis of my metaphysical disease?
You know the story of the little boy pretending to be an explorer, then a lion, then a pirate, then simply himself...a little boy??
Not content with that he transports himself into the future where he’s a grown up. Later still he sees himself as an old man. The kid gets startled and comes to... but then he remembers that it had all been a game of make believe from the very beginning. You get it..?
Do not adjust your mind - the fault is in reality...
oh boy am I excited to discover R.D. Laing...why did it take me so long? Ronny was a redoubtable intellect from my birth city and rocked the world of psychoanalysis in the late sixties and was at the centre of the counter culture in the US. He's my new hero.
Understanding madness, existential philosophy, mysticism and poetry - who needs the first call from an investment bank?? The edge can be found elsewhere in abundant supply if only you are fearless...
Talk about a bad trade - going up against the Mother Teresa of macro fin twit on @RealVision I'm talking about @LynAldenContact Maybe its the London weather, I miss St Barts already, but what a bunch of whiners over on the comments page at RV. Get real guys, this is macro!
Let me explain the set-up. We wanted to offer a glimpse of how the real world operates. Hedge fund managers responsible for billions of $s are typically alpha types, time pressed and egocentric. Presenting your best idea to that bunch is a tortuous task - a swim or drown affair.
Lyn is a disciplined investment analyst. She's cultivated a cautious and scholarly reputation. Good on her! Her challenge was to present to me as though I was one of those big swinging managers. I played it for real. I played it hard. I don't crave your love; I'm a sociopath...
If monkeys pick bottoms how do you pass your day? Me? i speak with great minds like Raoul Pal. He's kindly allowed me to share our latest RealVision conversation on my youtube channel.
1 Let's lance this boil re @LukeGromen claim that global CBs stopped sterilising reckless US deficits 6 years ago.
2 Until then we had to suffer the China, like Japan decades before, and Russia before that in the 1970s, had solved the Rubik's cube and was going to rule the world.
3 Bankers, the eurodollar invisible but hyper-active type. They really bought this BS hook line and sinker. They couldn't lend fast enough to all things China. Which is to say there was a massive credit expansion. That money was printed out of thin air.