Notes

Unpacking The Beauty Of A deBoer Book Review

Freddie deBoer's review of Ross Douthat's The Deep Places, a memoir of Douthat's illness, is impressively balanced and justified (I…

5 years ago

Dan McMurtrie with Howard Lindzon

Link: https://howardlindzon.com/dan-mcmurtrie-founder-of-tyro-partners-llc-joins-me-on-panic-with-friends-to-discuss-information-overload-and-behavioral-investing-ep-151/ About Dan: Dan McMurtrie is a 28-year-old founder, portfolio manager, and Twitter phenom more commonly known to his…

5 years ago

Darrin Johnson On Flirting With Models

Independently Shorting Volatility with Darrin Johnson (Podcast)Corey Hoffstein's Flirting With Models Darrin Johnson is an options trader and the first independent trader…

5 years ago

Bubbles: Knowing You’re In One Is Not Even Half The Battle

Select excerpts from Aaron Brown and Richard Dewey's paper: Toil and Trouble, Don't Get Burned Shorting Bubbles (SSRN) It was…

5 years ago

Graham Duncan’s “What’s Going On Here, With This Human?”

Excerpts from Graham Duncan's "What's Going On Here, With This Human?" (Link) Interviewing is really a narrow application of a…

5 years ago

Notes from Marc Andreessen on Education

Link: https://a16z.com/2020/09/10/education-myths-monopoly-oligopoly-cartel-costs-past-present-change/ The education system is based on model that pre-dated the printing press. It has had little innovation in…

6 years ago

Notes on Trading Volatility: Correlation, Term Structure, and Skew

Trading Volatility: Correlation, Term Structure, and SkewColin Bennett http://trading-volatility.com/Trading-Volatility.pdf The book is a broad reference on basic option theory, dispersion,…

6 years ago

My Favorite Takeaways From Derek Sivers On The Knowledge Project

Link: https://fs.blog/knowledge-project/derek-sivers/ Notes: https://podcastnotes.org/knowledge-project/derek-sivers-on-the-knowledge-project-with-shane-parrish/ About Derek: Musician, speaker, writer and entrepreneur Allocating Time Hell Yeah rule: If an activity doesn’t…

6 years ago

The Why And How Of Taking “Discoverable Notes”

I have been an active note-taker for years and a fan of how meta Tiago Forte gets about the process…

6 years ago

Notes from Capital Allocators: Annie Duke

Link: http://capitalallocatorspodcast.com/2018/02/05/annied/ About Annie: Professional poker player and author of Thinking in Bets All decisions are a bet When you choose…

6 years ago