I talk to author, trader, and DJ Jared Dillian about writing, lives, and his new collection of short stories: Night Moves. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.enterlabyrinth.com/subscribeBy Frederik Gieschen

This is a free preview of a paid episode. To hear more, visit www.enterlabyrinth.com The Art of Alchemy is a reader-supported publication. Become a paid subscriber to listen to the audio version of this post.By Frederik Gieschen

My conversation with Lyn Alden, author of Broken Money. Twitter: @LynAldenContact Disclaimer: I write and podcast for entertainment purposes only. This is not investment advice. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.enterlabyrinth.com/subscribe…

I recently had the pleasure of speaking with Jonny Miller, writer, podcaster, and breathwork facilitator. Jonny wrote some of my favorite recent pieces, including the amazing operating manual for the nervous system and How to Pay Off Your Emotional Debt. Jonny also puts together terrific small wikis like this one on emotional resilience, the ‘spiri…

I had a chance to interview William Duggan, professor at Columbia Business School and author of Strategic Intuition. He explained how Kendo led him to his big idea, the difference between creative/strategic intuition and expert intuition (with examples including Howard Schultz, Henry Ford, and Elizabeth Holmes), and the roles of memory, passion, an…

Hello everyone, I had the pleasure of chatting with Jared Dillian, author of The Daily Dirtnap and We're Gonna Get Those B******s, about his new book Those B******s. Years ago, I read his book Street Freak and I fondly remembered his wit, candor, depth of introspection, and keen eye for the antics of markets. Those B******s is a collection of Jared…

"What first led me to Wall Street was a desire to make money so I could buy great art and support artists. What I didn't know when I started is that working on Wall Street can be a fascinating art in itself and one for which I was almost immediately suited." — Roy Neuberger DISCLAIMER. I write and podcast for entertainment purposes only. None of th…

Disclaimer: None of this is investment advice. I write and podcast for entertainment purposes only and this conversation reflects our personal opinions. It should not be relied on to make investment decisions. Do your own work and seek your own financial, tax, and legal advice before making any investment decisions. Also see Speedwell’s Disclaimer.…

Hello everyone, I’m usually skeptical of fiction involving financial markets. To make it thrilling and get life and death stakes, the genre typically blends with crime or conspiracy. Which means you need an engaging writer who knows both worlds well enough and doesn’t turn the financial combatants into caricatures. But there are surprises. During m…

My conversation with Paul Podolsky author of Master, Minion and the Things I Didn’t Learn in School Substack. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.enterlabyrinth.com/subscribeBy Frederik Gieschen

Hello everyone, A few months ago, I had the pleasure of interviewing David Senra, host of the Founders podcast. David is incredibly high energy and authentic about what he does. You think Mohnish Pabrai takes the idea of cloning seriously? Here’s David: I can live the rest of my entire life never having one original idea. As long as I’ve mastered t…

This conversation was originally published at Compound. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.enterlabyrinth.com/subscribeBy Frederik Gieschen

Hello everyone, A few months ago, I finally had the chance to record a conversation with Josh Wolfe of Lux Capital. This was published at Compound (I also previously profiled Josh). Josh has been a frequent podcast guest and I did a lot of prep work to find questions he hadn’t tackled yet. As a result, I think it’s a timeless conversation with the …

You can find a full transcript of this conversation at Compound. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.enterlabyrinth.com/subscribeBy Frederik Gieschen

Hello everyone, A few months ago I had the pleasure of interviewing Patrick O’Shaughnesssy, the prolific host of Invest Like The Best, as part of my work for Compound. We started our conversation on the topic of David Senra, host of the amazing Founders podcast, who had just joined Patrick’s Colossus podcasting platform. David is one of the most fo…

You can find a full transcript of this conversation Compound (part I, part II). This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.enterlabyrinth.com/subscribeBy Frederik Gieschen

Alix Pasquet III is the Managing Partner and portfolio manager at Prime Macaya Capital. Disclaimer: The information contained in this summary has been prepared solely for informational purposes and is not an offer to sell or purchase or a solicitation of an offer to sell or purchase any interests or shares in any of the funds managed by Prime Macay…

Hi everyone, The following is my conversation with Adam Mead, author of The Complete Financial History of Berkshire Hathaway. We talked about conglomerates, early entrepreneurial experiments at Berkshire, the lean years in the insurance business, managing the company as an informed observer, and returns on his acquisitions. As to finding another Be…

My conversation with Adam Mead, author of The Complete Financial History of Berkshire Hathaway. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.enterlabyrinth.com/subscribeBy Frederik Gieschen

You can find the full essay on Julian Robertson at: neckar.substack.com/p/the-tiger-that-was-a-wolf-lessons This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.enterlabyrinth.com/subscribeBy Frederik Gieschen

You can listen to this conversation on Spotify, Apple, anchor (and via RSS) or find a full transcript at Compound. “This is the nature of what we do. It's the intersection of business and people and psychology and sociology and numbers. There's a lot of stuff that's always going on that makes sure you never have the game beat, never.” This past Jun…

This conversation was recorded in June 2022. You can find a full transcript at manual.withcompound.com. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.enterlabyrinth.com/subscribeBy Frederik Gieschen

Alix Pasquet III is the Managing Partner and portfolio manager at Prime Macaya Capital. Notes on substack. Presentation on youtube. Disclaimer: The information contained in this summary has been prepared solely for informational purposes and is not an offer to sell or purchase or a solicitation of an offer to sell or purchase any interests or share…

You can listen to the conversation on: Spotify, Apple, at anchor, and via RSS. Hi everyone, I am a big fan Marc Rubinstein and his Net Interest substack and was very excited to finally record a conversation with him. Marc previously covered financials and fintech as a research analyst and hedge fund investor and now shares his takes on the sector w…

I am a big fan Marc Rubinstein and his Net Interest substack and was very excited to finally record a conversation with him. Marc previously covered financials and fintech as a research analyst and hedge fund investor and now shares his takes on the sector with his readers on a weekly basis. It’s a very well written and insightful lens on a fascina…

Hello everyone, I’m happy to share my conversation with my friend Nick Maggiulli who writes the excellent personal finance blog Of Dollars and Data. Nick just came out with his first book: Just Keep Buying: Proven Ways To Save Money And Build Your Wealth. Nick combines his empirical research with a personal perspective and I really like that he dis…

“We begin our lives as growth stocks and end our lives as value stocks.” I’m happy to share my conversation with my friend Nick Maggiulli who writes the excellent personal finance blog Of Dollars and Data. Nick just came out with his first book: Just Keep Buying: Proven Ways To Save Money And Build Your Wealth. He uniquely combines his data-driven …

Hello everyone, I’m excited to share my second conversation with Sebastian Mallaby. Last time, we discussed his book More Money Than God. A quote from that conversation stuck with me: “The key was to do an unreasonable amount of preparation work. It shows you're serious and not wasting people's time by asking the obvious questions.” This time, we d…

Hello everyone, I’m excited to share my second conversation with Sebastian Mallaby. Last time, we discussed his book More Money Than God. A quote from that conversation stuck with me: “The key was to do an unreasonable amount of preparation work. It shows you're serious and not wasting people's time by asking the obvious questions." This time, we d…

Hello everyone, I’m excited to share my conversation with Mary Childs, author of The Bond King (and co-host at Planet Money) on the rise and fall of legendary bond manager Bill Gross. You can listen to this conversation on your podcast player of choice: Spotify, Apple, at anchor, and via RSS. You can also add the Substack podcast feed to your favor…

I’m excited to share my conversation with Mary Childs, author of The Bond King (and co-host at Planet Money) on the rise and fall of legendary bond manager Bill Gross. Mary and I talked about Bill’s breakfast habits (did low blood sugars end his career?!), his card counting days, the culture of paranoia at PIMCO, how he combined multiple sources of…

Hello everyone, I’m excited to share my conversation with Max Frumes, co-author of The Casesar’s Palace Coup (with Sujeet Indap). I’m a big fan of the book and previously shared some notes on Twitter. It’s a deep dive into the buyout and bankruptcy of casino giant Caesar’s Entertainment and the slugfest between investors like Apollo, Oaktree, Appal…

I’m excited to share my conversation with Max Frumes, co-author of The Casesar’s Palace Coup (with Sujeet Indap). I’m a big fan of the book and previously shared some notes on Twitter. It’s a deep dive into the buyout and bankruptcy of casino giant Caesar’s Entertainment and the slugfest between investors like Apollo, Oaktree, Appaloosa, GSO, Ellio…

Hello everyone, I’m happy to share my conversation with Evan Tindell of Bireme Capital. I’ve enjoyed Evan’s thoughtful letters over the past couple of years and it was time to talk about this approach to investing. We dove into Evan’s background as a poker player, how he looks to exploit biases in his investment process, and how he navigated the ‘2…

I’m happy to share my conversation with Evan Tindell of Bireme Capital. I’ve enjoyed Evan’s thoughtful letters over the past couple of years and it was time to talk about this approach to investing. We dove into Evan’s background as a poker player, how he looks to exploit biases in his investment process, and how he navigated the ‘20-’21 bubble in …

Happy Friday everyone! I’m very excited to share with you my conversation with Jimmy Soni. We discussed the many lessons from his new book The Founders about the origins of Paypal. I had an absolute blast and would highly recommend the book if you’re interested in business, technology, startups, and examples of company culture I hope you enjoy the …

“PayPal started off as a product with no use case. Then we had a use case but no business model. Then we had to build a sustainable business.” Amy Klement I’m very excited to share my conversation with Jimmy Soni, the author The Founders: The Story of Paypal. [00:01:00]: Introduction, how did Jimmy find the story and go about the research process? …

This is my conversation with Will Thomson of Massif Capital, a long-short fund in real assets, and particularly the “sectors most important to a low carbon economy: Energy, Basic Materials and Industrials.” It complements a written Q&A on the firm's process and thematic outlook. A few highlights: Will is fairly bearish on the current setup of a sta…

Hello everyone, Today I’m happy to share a conversation and written Q&A with Will Thomson and Chip Russell of Massif Capital, a long-short fund in real assets, and particularly the “sectors most important to a low carbon economy: Energy, Basic Materials and Industrials.” I’ve long enjoyed their letters and white papers and used the Q&A to learn mor…

This is a re-upload of the episode at higher volume after some feedback that the conversation was difficult to understand on some devices. I’m very excited to share with you all a conversation with my friend Dan McMurtrie of Tyro Partners. The entire interview is about a topic that I believe is under-discussed but of vital importance to any investo…

You can listen to the episodes at: Spotify, Apple, at anchor, and via RSS. Find Transcript here. Hello everyone. I’m very excited to share with you all a conversation with my friend Dan McMurtrie of Tyro Partners. The entire interview is about a topic that I believe is under-discussed but of vital importance to any investor: resilience and recovery…

I’m very excited to share with you all a conversation with my friend Dan McMurtrie of Tyro Partners. The entire interview is about a topic that I believe is under-discussed but of vital importance to any investor: resilience and recovery when dealing with sustained pressure and stress. I believe this is crucial to longevity in investing. A number o…

Hi everyone. Another week has gone by and the war in Ukraine continues. It feels self-indulgent to even write about investing from the comfort of a safe and warm home. Last weekend, I went to Washington Square Park to a demonstration. It wasn’t as big a crowd as I had expected. Some Ukrainian friends went to Washington DC. Many more are active on I…

I'm reading my full piece David Tepper: The King of Bouncing Back and key takeaways from the second part, What I Learned From David Tepper. You can find both pieces with all quotes and sources on my substack: neckar.substack.com. “For better or worse we’re a herd leader. We’re at the front of the pack. We're one of the first movers. First movers ar…

Hello everyone. Today I’m joined by my dear friend Tom Morgan for a wide-ranging conversation around finding flow, recognizing resonance, the idea of moloch and slack, prophets and truth in the modern world, embodiment, and connecting mind and heart. Tom is one of my favorite writers and idea synthesizers. You can find his work at the KCP Group and…

Today I’m joined by my dear friend Tom Morgan for a wide-ranging conversation around finding flow, recognizing resonance, the idea of moloch and slack, prophets and truth in the modern world, embodiment, and connecting mind and heart. Tom is one of my favorite writers and idea synthesizers. You can find his work at the KCP Group and on Twitter. It …

Hello everyone. I’m very excited to share my conversation with Rob Wertheimer of Melius Research and one of the co-authors of Lessons from the Titans (my notes) I really enjoyed digging into the book’s big themes around the culture and business systems of some of the most successful industrial companies. Rob shared his lessons on finding other comp…

You can find the episode on: Spotify, Apple, Google, RSS, and anchor. “It's all about how you gain control over your mind. It's all an inside job.” Hello everyone. I’m very excited to share my conversation with William Green (@williamgreen72), the author of RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets and Life. It’s one…