Thanks a lot for making it an enormous week at TRB. We had Bob Elliott on TCAF this week, he was Ray Dalio’s head of analysis for fifteen years at Bridgewater, one of the profitable hedge funds of all time. We had a wild and wide-ranging episode of What Are Your Ideas this week as nicely – we go dwell on YouTube Tuesdays at 5 after which put the audio model up on the podcast feed shortly after. You guys can watch or hear, no matter works in your schedule.
This week we celebrated the retirement of one among our first hires. It’s the primary time we’ve had a retiring worker so this was a particular second. Right here I’m giving the toast to our visitor of honor yesterday:
All new What Are Your Ideas this week, posted above. If you need the alert for after we’re going dwell every Tuesday night at 5:30pm EST, click on this hyperlink and hit subscribe: The Compound on YouTube
We had Ben Carlson and Bob Elliott on The Compound and Mates this week! We mentioned Bob’s time operating cash at Bridgewater, CPI, world macro, the labor market, why hedge funds are usually bearish, and way more!
You possibly can watch the brand new TCAF beneath or hear as a podcast.
And for those who haven’t subscribed but, don’t wait. Test it out beneath or wherever high quality podcasts are performed.
These are probably the most learn posts on the positioning this week, in case you missed it: