Rational Musings: Antifragile principles for your life and your investments
340 بار بازدید -
2 سال پیش
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In this Rational Musings episode,
In this Rational Musings episode, Iman and Cyrus discuss antifragile principles of their favourite author - Mr Nassim Nicholas Taleb.The fellas dissect a Seeking Alpha article on managing an antifragile portfolio and also talk how to apply antifragile principles in daily life.
Let us know what you think in the comments section.
Submit questions for us to cover in podcast episodes: https://www.rationalvc.com/questions
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00:00 Intro chit chat
02:31 Intro to antifragility
06:20 Term definitions
07:53 Portfolio of small bets
12:06 Optionality and antifragility
15:50 Seek low downside, high upside payoffs
31:40 Be flexible and bottom-up
36:22 Simple is beautiful and do more of what works
42:09 Bottom line
Materials referenced
Seeking Alpha article: https://seekingalpha.com/article/4454...
Taleb convexity article: https://www.edge.org/conversation/nas...
Danial Vassallo Twitter: https://twitter.com/dvassallo?s=20?t=...
Naval on asymmetric opportunities: https://twitter.com/naval/status/1054...
Bill Ackman Netflix shareholder letter: https://assets.pershingsquareholdings...
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Please share your feedback in the comments section below. And don't forget to Like and Subscribe. Smash the bell icon to get notified every time we release new content. This will help us keep bringing you great content and top-tier guests from this space!
You can sign up for our detailed monthly memo newsletters on our website. These are long-form well-researched essays that delve into topics of interest for founders and investors.
Website: https://www.rationalvc.com/
Minority in Tech: https://minorityin.tech/
LinkedIn: LinkedIn: cyrusyari
LinkedIn: LinkedIn: imanolya1
Twitter: Twitter: CyrusYari
Twitter: Twitter: iman_olya
Disclaimer: The materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).
#antifragile #investing #nassimtaleb
Let us know what you think in the comments section.
Submit questions for us to cover in podcast episodes: https://www.rationalvc.com/questions
⏰🏷
00:00 Intro chit chat
02:31 Intro to antifragility
06:20 Term definitions
07:53 Portfolio of small bets
12:06 Optionality and antifragility
15:50 Seek low downside, high upside payoffs
31:40 Be flexible and bottom-up
36:22 Simple is beautiful and do more of what works
42:09 Bottom line
Materials referenced
Seeking Alpha article: https://seekingalpha.com/article/4454...
Taleb convexity article: https://www.edge.org/conversation/nas...
Danial Vassallo Twitter: https://twitter.com/dvassallo?s=20?t=...
Naval on asymmetric opportunities: https://twitter.com/naval/status/1054...
Bill Ackman Netflix shareholder letter: https://assets.pershingsquareholdings...
-
Please share your feedback in the comments section below. And don't forget to Like and Subscribe. Smash the bell icon to get notified every time we release new content. This will help us keep bringing you great content and top-tier guests from this space!
You can sign up for our detailed monthly memo newsletters on our website. These are long-form well-researched essays that delve into topics of interest for founders and investors.
Website: https://www.rationalvc.com/
Minority in Tech: https://minorityin.tech/
LinkedIn: LinkedIn: cyrusyari
LinkedIn: LinkedIn: imanolya1
Twitter: Twitter: CyrusYari
Twitter: Twitter: iman_olya
Disclaimer: The materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).
#antifragile #investing #nassimtaleb
2 سال پیش
در تاریخ 1401/02/13 منتشر شده
است.
340
بـار بازدید شده