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I hear USDA-NASS holds an employee marathon every year. They get to start and finish where ever they want. Then six months after the event, a winner is randomly chosen via darts.
#DefundUSDANASS
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Ryan Gerdes
2.2K posts
Ryan Gerdes
@DirtOpus
American farmer, husband, and father.
SE Nebraska Katılım Haziran 2015
880 Takip Edilen725 Takipçiler
Ryan Gerdes retweetledi
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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Ryan Gerdes retweetledi
Ryan Gerdes retweetledi
Be kind to those friends without filters.
They’re quite valuable.
And mean well.
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@ChrisRamsey60 Wish these were mine, they're not. But exact specs you mention. And the guy has a slug of em.
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If I were building contractor garages today.
These would be the standard specs
- 1500 sqft - 25x60
- 10x14 overhead doors
- Half Bathroom (can be community)
- climate controlled
- tractor trailer access
Room for IOS is a huge plus.
Sometimes office or shared office.
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@GoddessofGrain I remember the good ole days when I thought only some psycho from another far off country would be most at risk of pushing "the button".
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@realEstateTrent You're the only authority on how you raise your human. But I've read there is risk to being too friendly vs. authoritarian to your children. I think you can do both though. That's what I'm attempting anyway. He's 13, I'll tell you in 7 years if I f*cked up, lol!
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To the folks in the comments who didn’t like the post so much - here’s what weekends with you 5-year-old can look like, and I’d highly recommend it:
The US Open
The Yankees
The Giants
StripMallGuy@realEstateTrent
This morning was an absolute punch in the gut. My 5-year-old son is my best friend. I do everything I can to be home by 6pm every day so that I can spend an hour with him before he goes to bed. We play any and all sports together every weekend. We horseplay and crack each other up on a daily basis. We travel to sporting events in different cities across the country multiple times a year. We’re basically the same person, and I take pride in how close we are and how much time we spend together. I took him to school this morning like I do on many days, while I’m vaguely aware that the school invites parents to join the class for a half hour periodically - but I’m always in a rush to get the work day going after I drop him off, and I know my wife attends here and there. This morning on the ride to school, he looked at me and said softly, “I know your work is really important so you don’t need to stay for the parents coffee today.” Yikes. The parent mornings are a much bigger deal than I realized, and I learned in that moment he was bothered I’d never attended. What an unbelievable oversight on my part. You try to balance everything and keep up with so many demands from all directions. You think you’re a really good parent and take pride in it - and sometimes you miss the small things that make such a huge difference. At one point a teacher asked the kids what they were thankful for. He raised his hand: “I’m thankful that my dad is here.” No seven words have ever stung this much, and I’m going to make changes.
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Ryan Gerdes retweetledi
Ryan Gerdes retweetledi
Get out of day-to-day operations.
Not because operations aren’t important.
But because being buried in them creates the illusion of progress.
But the business itself hasn’t materially moved forward.
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Add to "why didn't I think of that" file.
Tansu Yegen@TansuYegen
The end of forklift🧐 These are Filics Units by Filics, a Munich-based German robotics startup. They're autonomous mobile robots that slide under pallets, lift loads up to 1 ton, and move omnidirectionally with lights for navigation.
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For loan renewal, I'll just tell my banker he has to wait 6 months for my numbers...and reserve the right to change em to whatever the fuck I want later.
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@BradyD78 Yes, because production from 24/25 was bigger than they printed.
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A real statistician would be alarmed by this. The USDA is clearly wrong. How much grain gets stolen by the time the real numbers come out in the wash a couple years from now?
Karen Braun@kannbwx
Easily the craziest chart from the 2025 U.S. growing season. It remains unexplained.
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@jasonlbritt The market has disregarded more trash data in the last five years, than the 50 before it. I don't understand why it's turned to trash, that's the baffling part. Should be better with satellites, algorithms, & more statistical exposures. Market gonna have to do market things now.
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Not the Armageddon that was predicted for the soybean market tonight as of yet 🤷♂️
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Find a million acres or lose a million acres, doesn't matter, credibility is again damaged. Acreage certification was last summer, but the #usda is still massaging data? One person using a gd adding machine this whole time? Can we see the tape atleast?
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BREAKING: U.S. Secretary of State, Marco Rubio, has informed Congress that the United States intends to purchase Greenland.
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@ChrisRamsey60 I thought I had time, 48 now all of the sudden. 10 yr note puts me at 58 with a balloon. I'm in the game, but I won't have time to scale like I want to.
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Gary Vee is wrong.
In some of his most popular clips he says…
“You have time”
I’m sure that gets a lot of likes but, the fact is you don’t.
Time flies and you need to
Figure things out quick or years will pass you by and nothing will get done.
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