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VersaillesinNY

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  1. https://www.cnbc.com/video/2024/05/07/stanley-druckenmiller-the-fed-should-get-rid-of-forward-guidance-and-just-do-their-job.html https://www.cnbc.com/video/2024/05/07/stanley-druckenmiller-ai-might-be-a-little-over-hyped-now-but-under-hyped-long-term.html https://www.cnbc.com/video/2024/05/07/stanley-druckenmiller-why-were-spending-like-were-still-in-the-great-depression-is-beyond-me.html https://www.cnbc.com/2024/05/07/cnbc-exclusive-cnbc-transcript-billionaire-investor-stanley-druckenmiller-speaks-with-cnbcs-squawk-box-today.html
  2. RIP Charlie. You will be missed.
  3. https://brklyninvestor.com/2023/10/20/interest-rates-some-books-etc/
  4. Byron Trott, chairman and CEO, BDT Capital Partners - May 28, 2020
  5. Todd Combs - Investing, the Last Liberal Art, Oct 9th, 2023 https://www.joincolossus.com/episodes/14034172/combs-todd-combs-investing-the-last-liberal-art?tab=transcript
  6. You can listen to the podcast or download it under the mp3 file.
  7. Seth Klarman interview – Timeless Value Investing - July 17, 2023 https://www.capitalallocators.com/podcast/timeless-value-investing/
  8. He is back: http://brklyninvestor.com/
  9. https://www.bloomberg.com/news/videos/2023-06-07/druckenmiller-on-how-ai-is-dominating-his-long-portfolio?sref=iO3LZPgY
  10. Stanley's interview starts at 2 hours and 6 min: Transcript: https://tidalwave.substack.com/p/transcript-druckenmiller-april-2023
  11. You are confusing Sequoia Fund (Ruane Cunniff) with Sequoia Capital (Venture Capital), the second did mark down its FTX investment to $0.
  12. Joshua : Greetings, Professor Falken. Stephen Falken : Hello Joshua Joshua : A strange game. The only winning move is not to play. How about a nice game of chess? WarGames, 1983
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