Don't risk it all betting against a bubble. I know it is tempting, but resist:
— Nassim Nicholas Taleb (@nntaleb) August 19, 2024
Spitznagel's come to Jesus moment: close your eyes and imagine + 20% and ~-50%.https://t.co/tHej8plVfh pic.twitter.com/SXHHI90xLX
Tag: Mark Spitznagel
[Medium] Foreword to Mark Spitznagel’s book Safe Haven
Santa Marina — Karl Popper — Herman Hesse’s Sidharta — Mutua Muli — Porsche’s no substitute
Santa Marina
In my ancestral village in the Northern Levant, on top of a hill, stands a church dedicated to Santa Marina. Marina is a local saint, though, characteristically, some other traditions claim her –such as Bithynia or other Anatolian provinces of the Eastern Roman Empire.
Read the complete foreword on Medium.
Get the book on Amazon.
[YouTube] The History of Universa Investments
The history of Universa Investments featuring Nassim Taleb and Mark Spitznagel discussing tail hedging, their 20+ years of working together, and the importance of risk mitigation in investing.
[Video] Bloomberg – The Corona Crisis is Not a Black Swan
- The Corona crisis is not a Black Swan
- Taxpayers are subsidizing companies who failed to have the right precautionary buffers.
- If your portfolio doesn’t have a (well designed) tail hedge, it’s not a portfolio
Note: If viewing this as an email please click through to the post to view content.
[Medium] Corporate Socialism: The Government is Bailing Out Investors & Managers Not You
The U.S. government is enacting measures to save the airlines, Boeing, and similarly affected corporations. While we clearly insist that these companies must be saved, there may be ethical, economic, and structural problems associated with the details of the execution. As a matter of fact, if you study the history of bailouts, there will be.
Link: https://medium.com/incerto/corporate-socialism-the…3b31a67bff4a