I became the cliché of a real estate investor and I’m enduring a funding crisis. Don’t worry. I need to exaggerate to excessive levels to get anything done. It’s my jet fuel. But I lost my mojo and couldn’t find the silly path. No silly photos, no YouTube
It’s as though I was no longer a time traveller revisiting my past to tell you about the future. That had to end.
So I’ve been practising soft fascination. I love this friend’s painting. Macro hypothesising drains my exécutive-function batteries. My voluntary analytical attention is all about my iron will. But it’s easily exhausted like now.
But the involuntary draw of beautiful art is something else; our neural activity draws little distinction between that and LSD. I had to blur my sense of self. Hopefully we can get this show back on the road once more.
And thanks @Ethan_Kross for Chatter. The voices Inside Our Head. It resonates with my journey and allowed me to begin thinking whimsically again.
Confessions Podcast - Acid Capitalist with @ToStRo No limits, how to think about risk when you write your own rulebook
Dive under the hood and examine how to become a hedge fund manager. This week week revisit the summer of 2005, the S&P has been marooned for 2 years moving sideways as the economy and corporate profitability improve. What would an aspiring young manager do?
A rather pallid Hugh cursing his demons from the night before and his newfound love of Pickle-Ball and tequila.
OK, here we go, unprofessional, bad mike, German of an idea?...bring it on...a life eclectic...A new confessions...
This weeks podcast. And no, it's not shot on the beach, but I hang with digital fashion entrepreneur, @karinnanobbs to provide another overlay between macro and tech and maybe even fashion?
Ever wondered how hedge fund managers develop their ideas? Watch as i interrogate Karinna and we discuss @dematerialised an experimental marketspace for digital fashion including a system for the creation and trading of NFTs.
How can I describe it? Well I drove to the health food store today streaming the wonderful KXLU - so I'm driving and listening and its the French Caribbean vibe and the radio station is broadcasting from close to LAX airport and its playing Engelbert Humperdinc's Lesbian Seagull
This week's show is a bit like that...I mean who writes that? "Fly with me, lesbian seagull To my little nest by the sea I know I can be strong when you're with me" And YouTube is so prudish, so I elected instead to call the pod, Is it Possible to Tokenise Knowledge?
How to become a trader? Don't believe there are legit training courses - they're all looking to skin you for a bit of money - fiat or otherwise. There as useful as diets.
Be passionate. Read. Read a lot. Do it at night under the covers with a torch. Read about Jesse Livermore - dabble a little - get your hands dirty. But start really small cause you're gonna get it wrong. Don't believe the contrary. You gotta get it wrong to get it right
Keep trading notes. I'm doing this for X/Y/Z. Examine your ex post babbilings with your ex ante rational self... Read interviews about traders - jack schwager started it off. Read how to use Japanese candlestick charts -RV is cheap and excellent - pros and the rest use it