5 жыл бұрын
5 жыл бұрын
Пікірлер
@kaizhang4005 14 күн бұрын
looking back on this beauty.
@FrankFellersFreedom 29 күн бұрын
The man that influenced Saylor.🙌
@therealthueschlief4521 Ай бұрын
Turning on captions helps 👍
@johnnymartinARTIST 2 ай бұрын
right the sound blows!
@shrek22 2 ай бұрын
What do ppl like Druckenmiller add to society? Where is value add?
@jakelamotta7904 3 ай бұрын
What is Al?
@rantg 4 ай бұрын
why Daniel looks TOTALY different than just 2 years ago ? :) like he gain 10 years of life or something
@ramakanthbaldawa4391 4 ай бұрын
The wisdom out of this convo was mind boggling.
@dassa0069 5 ай бұрын
I am more interested in carbon fiber as in Formula1 and today's exotic cars.
@willard2729 7 ай бұрын
Leon ditched his Russian surfer look and put on a suit
@memphiscameraman 7 ай бұрын
I love listening to Druckenmiller. Can we please include the Trump tax cuts for the rich in 2017 in the mix of reasons why the debt went up so much in recent years? Blaming entitlements for the looming debt crisis is unfair. Saying old folks deserve the brunt of the pain now without talking about higher corporate taxes is unfair. He says look at France and that is a good suggestion. It is possible to take care of a society if we are committed to that idea. In France they speak of "social cohesion" which is a foreign concept in the U.S. now.
@fallintotech 7 ай бұрын
Great fireside chat
@Koskinen9999 7 ай бұрын
The Bell Labs model
@jerorodriguez569 7 ай бұрын
"Great coffee" should write a book about his professional career
@KcZyro 8 ай бұрын
Our economy is like a flailing fish, fighting for its life. The normal state of the U.S. economy is actually very bad. Because of this it goes into convulsive spasms fighting to grow any way it can out of desperation. Tricks, gimmicks, rule changes try to stimulate the economy and prevent it from falling but they only bring temporary relief to people since, when you factor in inflation we are declining.
@KbcFoundation-un3re 8 ай бұрын
People believe their currency has the worth it does because they have no other option. Even in a hyperinflationary environment, individuals must continue to use their hyperinflationary currency since they likely have minimal access to other currencies or gold/silver coins.
@OkehAgathaOluchi 8 ай бұрын
Inflation is gradually going to become part of us and due to that fact any money you keep in cash or in a low-interest account declines in value each year. Investing is the only way to make your money grow and unless you have an exceptionally high income, investing is the only way most people will ever have enough money to retire.
@IsabellaLisa-vz3jz 8 ай бұрын
How can i get started when it comes to investing and passive income?
@KbcFoundation-un3re 8 ай бұрын
*Whitney Kay Stacy* you can read up on her, she's quite known and her works speaks for itself.
@IsabellaLisa-vz3jz 8 ай бұрын
@@KbcFoundation-un3re Thank you so much
@Raymondcraw1967RaymondCrawley 8 ай бұрын
The S&P 500 moved 8.9% higher last Month, achieving one of its best monthly performances in history.. which is an indicator for profits to continue to improve. I just want my money to keep outgrowing the inflation rate. I'm still looking for companies to make additions to my $500K portfolio, to boost performance. Here for ideas...
@VanessaWilliams-pu8vt 8 ай бұрын
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
@BrewerVera 8 ай бұрын
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
@AndersonFair-cy2bb 8 ай бұрын
Glad to have stumbled on this conversation. Please can you leave the info of your investment advisor here? I'm in dire need for one.
@BrewerVera 8 ай бұрын
*Whitney Kay Stacy* is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
@AndersonFair-cy2bb 8 ай бұрын
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
@genarasaritacotrera7011 8 ай бұрын
Presiden corte trapaso fedex espre nonbre martina paulino de la rosA libing
@genarasaritacotrera7011 8 ай бұрын
Kiri.sokolo.300 libing
@genarasaritacotrera7011 8 ай бұрын
Romeo santo grupo abentura leyenda mahall
@rebecca1146 8 ай бұрын
They're both very smart, but very different.
@rebecca1146 8 ай бұрын
13:25 dunking on Elizer Yudkowsky. Thank you Sam.
@rebecca1146 8 ай бұрын
The problem with an IAEA for AI systems is it centralizes and ensconces power in the hands of a few. I wonder if Sam is trying to be so clever as to sell people on the naive interpretation of 'safety' while looking to capitalize on that body of standards, having it amplify his personal interests under the guise of equity or altruism, like politicians do...
@rimservices 8 ай бұрын
8:04 I love it when he calls betas "alphas"
@deez994 8 ай бұрын
Sam made a shit app that failed...
@deez994 8 ай бұрын
gayyy
@kk22001 9 ай бұрын
Don't you feel something is wrong about the statement when too many people doing the same thing and too many competition. If i'm the value investor and i have heaps of people doing the same thing that is going to drive the market higher and thats a good thing! I literally turn off within 2 min 30 secs of the video as i couldn't stand BS speech.
@joeingram1 9 ай бұрын
Great interview - would love to learn more about his experience developing poker AI!
@halluvalo 9 ай бұрын
Many European companies are attractively valued, chemicals, or other industrial stocks. Good time to invest now in April 2024?
@igormendonca4026 9 ай бұрын
disagreeable ESFP with developed Fi and Te
@brechtvanhoey860 9 ай бұрын
note for myself: David Einhorn pitches Solvay, Belgian chemicals company. The presentation is crazily condensed with facts after facts. The company should generate more cashflow than its current market cap in the next 5 years
@karthikrajeshwaran5391 9 ай бұрын
Quite a poor pitch. He didn't speak of the cyclical nature of semi and the multiples are insane.
@thomasbao4477 4 ай бұрын
Why are the multiples insane? It trades at 25x p/e which is in line with sp500 average
@AFRIKTODAY 9 ай бұрын
loooooll look at the stock performance in the last few days. Tell you everything you need to know about wannabe experts on Wallstreet!
@nmh83 10 ай бұрын
That was painful
@cjdch6604 10 ай бұрын
It’s EV to sales is the same as 1999! After which it fell 90%. Its revenue growth from 2007 to now only 10% pa yet stock is trading at 45x forward earnings. Further he didn’t mention what the 2030 company target revenue range is 50-65bn USD implies only 10% revenue growth. So profit can double but PE can halve! So no expected return! High PE means Div Yield sub 1% 😮. Treasuries will beat this.
@jeoboden 10 ай бұрын
Is this Peter Thiel's husband?
@tokhmi2006 10 ай бұрын
This is such an average pitch and such a disappointing pick by the judges panel. It is a consensus mega cap stock but the presenter pretends like it’s a contrarian pick with 6 supposed variant perceptions. Multiples valuation is a lazy form of valuation and I’m disappointed the analyst uses it as their main tool. Overall very average.
@tokhmi2006 10 ай бұрын
How is ASML being a high quality business a variant perception?? There is no way consensus thinks this is a low or average quality business.
@romaindedion504 10 ай бұрын
Thank you for this balanced pitch!
@quentinkoh6340 10 ай бұрын
I felt that the interviewer was too dry and less of Greg being boring. Some of the questions were repetitive such as Greg already mentioned early in the interview that he's taking smaller risks and keep his portfolio tight, but here comes the question about how he would respond to big swings. The interview would have been better if questions were targeted at issues such as how Greg deals manages his risk, how trades are sized, his thought process while looking at rate cycles and how he determine when to put on a trade or size up (essentially how he manages trade timing and size). As he mentioned he rarely does interviews ... but the questions were tad too philosophical, probably more suitable for longer term value investors, and less so for macro money managers who have to trade manage on a daily basis
@J4999 10 ай бұрын
I agree, the best interviews feel like conversations but this wasn’t at all. The guy just had pre-determined questions and wasn’t able to adjust. Seems like it would’ve been better with someone who had a lot of experience in the industry.
@tir1289 9 ай бұрын
I see what you mean. The interviewer really went for Greg's personal philosophies rather than his financial prowess that made him a veteran in the first place. Now I understand why Greg avoids interviews haha.
@tokhmi2006 10 ай бұрын
Your so called dream comes true and you end up on the Sohn stage as an interviewer. You show up in Toms and no socks. So much for valuing the occasion.
@saadalizeb 27 күн бұрын
So much for the freedom of expression, you're criticizing his shoes. He isn't in a military parade for God's sake.
@tokhmi2006 26 күн бұрын
@ I want you to show up to your Grandma’s house in just your underwear and tell her it’s freedom of expression. This is about etiquette.
@loganehewett9807 10 ай бұрын
he mentions developing a privately funded poker bot, jeez ruin our game more plz
@jbo8540 10 ай бұрын
The only way for AGI to have universal benefit is universal access. AGI is much more likely to result in real societal disaster if it's gatekept by elite institutions, which will only increase power disparities and divisions in society.
@jbo8540 10 ай бұрын
Guy doesn't want to ask "what's a context window" lol
@jbo8540 10 ай бұрын
I'm trying real, real hard to listen
@nuclearthrone2497 10 ай бұрын
This sounds a lot like an evolution of CrewAI
@mallow610 10 ай бұрын
Idk i feel like if they can’t understand mid-level technicals things they shouldnt be making investing decisions
@yuviiiiiiiiiiiiiiiii 10 ай бұрын
Nice insights from the genius. However, Condescending and Patronizing from Gross!
@middle-agedmacdonald2965 10 ай бұрын
When thinking of a.i. and how it'll creep into our lives, I'm reminded of the poem "First They Came". I had Claude sonnet rewrite it for a.i. It's made some cool versions. First, they came for the data clerks, With algorithms that processed numbers swift, Automating tasks with nary a quirk, Leaving human workers in a drift. Then, they came for the customer reps, Chatbots fielding queries night and day, Handling complaints with nary any steps, Making human agents seem passé. Next, they came for the truck drivers, Self-driving vehicles, a new frontier, Replacing the long-haul survivors, Leaving them jobless, filled with fear. They came for the writers and the coders, Language models spinning prose and code, Rivaling human wordsmiths and exploders, Leaving them to seek a different road. And when they came for the analysts, With AI that crunched data like a pro, Spotting trends with nary a chance missed, Humans scrambled, their skills in limbo. Who will be next in the AI's wake? Will any job be truly secure? Or will humans have to reinvent, remake, As machines render their roles obscure? So speak up, adapt, and embrace the change, For the AI revolution's here to stay, Reshaping careers in ways still strange, Lest you too become its future prey.I
@waterbot 10 ай бұрын
Solid stuff, thank you
@PrevailPal 10 ай бұрын
Thank you for sharing this. May your day be filled with more thankfulness, encouragement and forward thinking today.... Thank you!