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So you can guess what actually happened to the Sherman's .
Great dialogue
2 Years later Macro is spot on. Great insights
Great video 👌
thank you, this was very helpful.
So Simon made Mercer had to step down because he was conservative. Liberals were offended and “uncomfortable.” What an outcry it would have been if they made someone step down because he was liberal and made conservatives uncomfortable.
Interesting, they didn’t know what to do about Mercer. So his politics put his job in jeopardy it sounds like only because he was conservative. Outrageous.
If it’s out there how in the world is it not on KZread
Blockchain is nothing more than a linked list, a common data structure unknown to the vast majority of non-computer science majors. If you were a computer science major, you learned about linked lists in your first 'Data Structures' course, one of the first classes in the major. Those of us who recognized it for what it was (a linked list at its core) knew that it would not live up to the hype. "A solution in search of a problem" Linked lists are useful in some situations in programming. But blockchain to this day is nothing compared to its early hype. There have been many things like this in tech: 1) 3D movie glasses were a novelty - never got product-to-market fit in a big way 2) Jaron Lanier's VR tech was a novelty, never got product-to-market fit (despite his 15 year effort and huge $$ flushed down the toilet - 1985-1999 thereabouts) When Zberg came up with metaverse, we thought "okay, he may be too young to remember Jaron Lanier's massive failure" But people are not going to wear things on their heads unless they're riding a motorcycle. And sometimes not even then. Object oriented databases were also supposed to replace relational databases. Another "solution in search of a problem." Before you invest in a new, novel tech trend, CHECK HISTORY. The awareness of the failure of 3d glasses in movie theaters would have saved Jaron Lanier (and Zber) BILLION$. If something was introduced as a novelty, and never escaped the novelty phase, fergawdsakes deploy the capital elsewhere . .
Fantastic stuff
This man is an American hero.
For a guy who struggled at school, he makes himself sound like a genius...too bad he doesn't ever make these claims with the defendents there to address the accusations.
Yes he does. He has been on many earnings calls asking questions to his longs and shorts. There is even videos on youtube of him going to a live conference where he confronts the frauds and their CEOs head on. Lol
Grande mulher!
Great conversation. Thanks for sharing!
Incredible, , mentor
Honestly, guys, I really think the only thing you need to do to understand tail hedge investing is to play the game Othello with another smart person sometime. Play it over and over and you will eventually understand this strategy. Learn how to play a loooooong game …
14 years for fraud :)
TRUMP GAVE THE USA CHEAP OIL, CHEAP TAXES AND TAX CUTS, FARMER SUBSIDIES , OIL SUPERIORITY, MILITARY STRENGTH AND PEACE == --->> VOTE TRUMP. ========>>> BUT WATCH OUT FOR MAIL IN BALLOTS !!
Interviewer needs to value free time WITH kids!
Marc, FYI Enovix still utilizes a lithium cathode, its the anode that's silicon instead of jelly rolled graphite.
Such a lovely guy James Anderson!!!
Very similar speaking style to Stan Druckenmiller
WHAT ARE THOSE!?
he is a disgraceful narcissistic con man , an old man with a fragile ego throwing temper tantrums constantly like a kid.
Canada (artic Mexico) and the Loonie is a dog turd; very funny
Wonderful
That was awesome!
Cohodes super fan. Love his no nonsense stance. World needs more people like Cohodes. He is so spot on with 🇨🇦.
suspicious he runs with Liz "Pocahontas" Warren
Mark is truly delightful. A few times I had to hold back laughing
Recall this guy shredding someone on a twitter spaces who didn't deserve it. Very embarrassing.
I’m long overstock and Enovix and short Helen of Troy 💪🏻
His calls on overstock were horrible dude...
@@daneomegan I’m averaging in, we will see
Man be careful, he was hyping enovix and Ostk when the stocks were 24 and 40 and he was telling u to short Helen of Troy when it was 80 saying it’s going to 30 , the market is up where is enovix and ostk now ? You are either lying or u should be very careful who you trust , he is playing everyone,just do your research and doubt everything. Believe me he sound and behaves like a terrible man and I have been following him for a year now .
Helen of Troy has only _gone up_ since Marc "exposed their incompetence."
Absolutely fabulous interview. Cahodes is the perfect investor since he doesn't have a filter, tells it like it is, is confident, and isn't trying to sell you advice. Really impressive.
I might add... he is currently bearish on B. Riley Financial, Inc. Fascinating.
First heard Mr. Cahodes early 2023 interviewed by Keith McCullough's Hedgeye. Followed him ever since. His principled, dogged, investigative style is not only successful but, super profitable for him and his followers. Fantastic human!
He's the hero we need. God bless.
Instead of lithium? Does he mean graphite?
yes
That was great. My wife and I really enjoy meeting you guys at the dinner.
🫶🧠
The goat
"The banking system is now safe." Ha! This comment will not age very well.
Oh! So this is why we don’t get raises anymore, just words of appretiation or a pizza voucher. I mean, Dan is a great scientist, but this harmed the workers much more than he realises, I think.
Take away is, listen to financial experts but do your due diligence before you make any investment.
Kudos to Mr. Bill, his family and allies and partners. Hope your activism results in corruption awareness among all current Government leaders to be so acute, that none of them will allow anyone to murder, injure, trade, sell, toy with, and betray people, in attempts to cover up crimes. In this way we would be united. Your guidance to end this war successfully is key.
❤
Do I need a bookshelf full of books to start a KZread channel and podcast?
Very interesting interview. He does a great job explaining securities to a lay person like me.
Thank you for uploading this.
He says "any risk mitigation strategy that requires a forecast is just simply doing it wrong". This is very similar to my statement that "any manufacturing process that requires skill is the wrong approach to manufacturing". Universa is like LTCM's counterparty.
00:00 Introduction and early trading experiences 01:28 Influence of Everett Klipp and Warren Buffett 03:00 The purpose of the book and its focus on risk mitigation 04:35 The concept of roundabout production and its impact on investing 10:04 Different strategies for risk mitigation and their cost effectiveness 11:00 Contrasting strategic and tactical risk mitigation 13:18 The importance of compounding and the math of risk mitigation 19:59 Understanding risk as errors of commission and omission. 21:56 Differentiating between strategic and tactical risk mitigation. 24:00 Evolution of perception towards tail risk hedging strategy. 26:00 Critique of AQR's research on tail risk hedging strategy. 30:38 The possibility of the Fed's dovish actions not stopping the market and the potential for a traditional asset bubble pop.