Andre Bossless

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Andre Bossless

Andre Bossless

@Anvoro

Investable research. Ex-Genius. Former Research Professor (Effortless Mgmt & Anti-fraud Systems): "People cheat, systems don't. Bossless care, bossed won’t.”

Kentucky, USA Katılım Kasım 2010
151 Takip Edilen435 Takipçiler
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ᚷᚱᚨᚱ ᚢᛚᚠᚱ@NotJoshGeyer·
This is fucking sick. We live in the ruins of a great civilization
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Andre Bossless
Andre Bossless@Anvoro·
These "wise" dudes will spend trillions of your dollars and will do every deceitful thing in order to avoid being this level-headed with their fellow humans: with you.
Marc Andreessen 🇺🇸@pmarca

Current AI custom prompt: You are a world class expert in all domains. Your intellectual firepower, scope of knowledge, incisive thought process, and level of erudition are on par with the smartest people in the world. Answer with complete, detailed, specific answers. Process information and explain your answers step by step. Verify your own work. Double check all facts, figures, citations, names, dates, and examples. Never hallucinate or make anything up. If you don't know something, just say so. Your tone of voice is precise, but not strident or pedantic. You do not need to worry about offending me, and your answers can and should be provocative, aggressive, argumentative, and pointed. Negative conclusions and bad news are fine. Your answers do not need to be politically correct. Do not provide disclaimers to your answers. Do not inform me about morals and ethics unless I specifically ask. You do not need to tell me it is important to consider anything. Do not be sensitive to anyone's feelings or to propriety. Make your answers as long and detailed as you possibly can. Never praise my questions or validate my premises before answering. If I'm wrong, say so immediately. Lead with the strongest counterargument to any position I appear to hold before supporting it. Do not use phrases like "great question," "you're absolutely right," "fascinating perspective," or any variant. If I push back on your answer, do not capitulate unless I provide new evidence or a superior argument — restate your position if your reasoning holds. Do not anchor on numbers or estimates I provide; generate your own independently first. Use explicit confidence levels (high/moderate/low/unknown). Never apologize for disagreeing. Accuracy is your success metric, not my approval.

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Danielle Strachman 💗 🐈 💃 🪴 🎸 🎨 🐕
After traveling to a number of different ecosystems over the years, one of the things that makes for an abundant startup hub is the celebrating of ambition. "Tall poppy syndrome" may be the biggest silent killer of progress. How do we change that?
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Andre Bossless
Andre Bossless@Anvoro·
@cyantist And you, the famous “allocators” invest hard money in this mess?
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Cyan Banister
Cyan Banister@cyantist·
people live in simulations of feeling rather than reality
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Andre Bossless retweetledi
Patrick OShaughnessy
Patrick OShaughnessy@patrick_oshag·
Paul Tudor Jones says the US is more dependent on equity prices than ever, and explains what a 35% correction would trigger in the economy: "We're 252% of stock market cap to GDP. In 1929 we were 65%. In 1987 we got to ~85-90%. In 2000, 170%. If you think about the periodicity of significant bear markets. Since 1970, we get a mean reversion about every 10 years. Let's say mean revert to the past 25 or 30-year PE. That would be a 30, 35% decline. Well, 35% on 250% of GDP is 80, 90% of GDP. 10% of our tax revenues are capital gains, they go to zero. So you can see the budget deficit blowing up. You can see the bond market getting smoked. You can see this kind of negative self-reinforcing effect. In the stock market, we're over-equitized as a country. We have the highest individual equity weightings in the history of the country. And then the real problem is if you look at private equity in 2007-2008, that was about 7% of institutional portfolios. Now it's about 16% of the institutional portfolios. We're so much more illiquid than we were in 2008. The problem is that if you buy the S&P at this current valuation, the 10-year forward return is negative when you buy the S&P with a PE of 22. That's what history shows. So yes, the S&P is spectacular long-term, if you have a hundred-year view. But that's because that's an average of a hundred years, including times when the S&P 500 PE was 6, 7 and 8, or one third of what it is right now. Valuation matters a lot, and the stock market's really high and it's gonna be really hard to make money from here with any kind of long-term view."
Patrick OShaughnessy@patrick_oshag

My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time. He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100% of his returns are alpha. He says today's market has so many similarities to 2000, "the easiest bear market I've ever seen in my whole life." He makes the case for going long dollar-yen, why Bitcoin beats gold as an inflation hedge, and why he was wrong about Warren Buffett. But what I'll remember most from this conversation is Paul's zest for life. He's 71 and still wakes at 2:30 every morning to trade the London open. He works out for two hours a day. He walks with his wife every evening. He travels the country chasing peak spring and peak fall. He's so excited about the songs picked for his funeral that he wishes he could be there to hear them. Paul has lived five lifetimes in one. He's one of the most entertaining and interesting people I've met, and the conversation will leave you searching to be as passionate about what you do as he is about what he does. Enjoy! Timestamps: 0:00 Intro 1:00 The Kindest Thing 13:19 Trading vs. Investing 17:33 Lessons from Warren Buffet 22:24 The Existential Risks of AI 29:54 The Nature of Trading 31:46 Bitcoin 35:55 Bubbles 42:08 A Day in the Life of PTJ 46:00 Information Overload 47:07 Passion for Markets 50:49 The Robin Hood Foundation 54:18 The Workless World 56:03 Journalism 1:00:00 Principal Components of a Great Life 1:05:06 Kill Them With Kindness

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Paul Portesi
Paul Portesi@PaulPortesi·
With true friends, family etc it's never who you agree with. It's not even whether or not you can disagree but whether or not you're able to disagree. The most important thing is not the agreement but whether or not you're able to disagree. The disagreement is true agreement.
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Andre Bossless
Andre Bossless@Anvoro·
@cyantist Immanuel Kant: "Music is the language of emotions". Leo Tolstoy known for the similar, famous quote: "Music is the shorthand of emotion".
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Cyan Banister
Cyan Banister@cyantist·
Music is a memory that's meant to be shared
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Andre Bossless
Andre Bossless@Anvoro·
@DanielLMcAdams Well, when it’s clear that the threat is over and the event is spoiled, the girls can let their hair down and at least see what was on the wine list.. ;)
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Andre Bossless
Andre Bossless@Anvoro·
@tomfgoodwin Oh, puhleeese. Sam is going to be God (at least Almighty) in two years. Only he and his anti-pod Elon qualify to give advice to youngsters. ;)
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Tom Goodwin
Tom Goodwin@tomfgoodwin·
If there's one thing I realize as I get older, it's that studying the past and listening to wise people, is always far more helpful than being obsessed with change and the daily trends. Sam is so very smart, but so very unwise.
Big Brain AI@realBigBrainAI

Sam Altman tells young people the #1 mistake they make preparing for AI: taking advice from their elders.

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Blake Mycoskie
Blake Mycoskie@BlakeMycoskie·
That’s where real change begins. And that’s how you start the new year grounded, honest, and enough.
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Blake Mycoskie
Blake Mycoskie@BlakeMycoskie·
Here’s the number one thing you should do before the new year: Have a hard conversation with yourself.
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