Nassim Taleb rarely does interviews, so when he does them I always make sure to watch them.
I just found one today which seems to be fairly recent. Any regular reader of Value Walk knows that despite my opinion that Taleb is arrogant, he is one of the greatest thinkers of our time. Taleb has three books, but The Black Swan stands out as the best, and is required reading for all Value Walk readers.
Below are some highlights:
Stone House Capital Partners returned 4.1% for September, bringing its year-to-date return to 72% net. The S&P 500 is up 14.3% for the first nine months of the year. Q3 2021 hedge fund letters, conferences and more Stone House follows a value-based, long-long term and concentrated investment approach focusing on companies rather than the market Read More
Taleb thinks that CNBC and constant financial media “burns investors out”.
Taleb sees a debt crisis coming up. All the managers have the potential of upside gains but no downside risk.
He also talks about “black swans” and how they are beneficial sometimes.
Below is the full video: