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Santiago R Santos
@santiagoroel
Over the years I’ve doubted my investing process more. Why? Because I was lucky being early and investing thru record low interest rates/liquidity boom - that was a big driver of returns. The next decade will require a different framework and for that I’m constantly going back to the drawing board.
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Sters
@trust
You don't sound insecure when you interrupt guest to shit on @optimism 🤷 https://youtu.be/LEP1Uko69SQ?si=OfZMqQbFqIJ_Alkn&t=1923
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Lukas
@wealthineer
It is always great to listen to you on pods, because you are not taking for granted that you are a genius. Always refreshing for a pretty newish guy to the space (early 2021) to listen to the veterans that are still super down to earth and genuinely eager to help others and keep learning themselves.
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Capt. Jack
@captainjack
Yep. Daniel Peris just wrote a book on this: "The Ownership Dividend: The Coming Paradigm Shift in the Stock Market.” Good read.
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Omar
@dromar.eth
It might be an odd way to think about it but I started reading more traditional investing books like Security Analysis and others as fundamentals start to matter more. Seth Klarman had some great takes on this on the latest update with intersection of tech, market efficiencies and bringing value investing in
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Nickolas
@blockcheese.eth
Is there also a sense of being in on the ground level; with the assumption that rates being relatively higher compared to the previous decade that when rates go back down liquidity will flow and rise the tides
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