Don Veneto

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Don Veneto

Don Veneto

@ViewsViaVeneto

3rd gen family business exec confronting taboos on family, business & wealth transfer - the biggest market no one is talking about ... except dad at xmas lunch.

Katılım Eylül 2020
370 Takip Edilen25 Takipçiler
Don Veneto
Don Veneto@ViewsViaVeneto·
2/ given Russia (energy/wheat/commodities higher); supply chains "still peaking"; & US /Aus inflation still higher (& likely underreported). And difficulty for US to near term create positive real rates (i/r > 7% likely impossible given leverage in system)
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Don Veneto
Don Veneto@ViewsViaVeneto·
@JohnoMcMenamin 1/Updated thoughts on 'should Aus worry abt high US inflation?' Im worried abt true US hyperinflation & impact on Aus economy through AUD/USD exchange rate, and 'inflatiation expections' in Aus (esp where Aus int rates end up). Macro situation worse since Dec eg:
Johnathan McMenamin@JohnoMcMenamin

Australian businesses need to plan for higher inflation but not the high inflation seen in the United States. Strong inflationary pressures are confined to a handful of items rather than being broad-based, see more here @ronmjm @masters_joanne afr.com/policy/economy…

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Don Veneto
Don Veneto@ViewsViaVeneto·
NB: there are some assets like tech stocks where the correlation is prob 'relatively' high
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Don Veneto
Don Veneto@ViewsViaVeneto·
Good read on Crypto correlations to other asset classes @ApolloCapitalAU TL;DR: - in a 'risk off environment:’ investors sell everything, including crypto assets - Over a longer term, crypto correlations are still relatively low. apollocap.io/crypto-correla…
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Don Veneto
Don Veneto@ViewsViaVeneto·
Your family shares a bond of trust - a fantastic foundation for any business partnership. But its better to think about your #familybusiness relationship as a pro-sports team, not a family. Everyone needs to chip in and contribute, or your chances of success will plummet.
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Don Veneto
Don Veneto@ViewsViaVeneto·
Narrative violation: maybe DCA isnt the best way to invest a lump sum? Too many people hear about it once and then apply the DCA concept wholesale, rather than with the nuance it requires. Thanks for the article @nickmaggiulli 👏 ofdollarsanddata.com/lump-sum-inves…
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Don Veneto
Don Veneto@ViewsViaVeneto·
This line: To build trust its important that "none of the economics of the MFO come from the sale, distribution or manufacturing of financial products or services. As such ... the economics of helping people buy are less scalable and take longer to build" forbes.com/sites/francois…
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Don Veneto
Don Veneto@ViewsViaVeneto·
Hey @mwseibel - in this episode you highlight "a strong relationship between the co-founders is critical" Q: Do you think family members (eg 2 siblings; or mother/daughter) add or subtract from ideal co-founder relationship? (& another great episode @patrick_oshag!) 👏👏👏
Invest Like the Best@InvestLikeBest

Want to know what @ycombinator is looking for in applicants? Listen to YC CEO @mwseibel explain the 3 key things that matter in the application. Our favorite part: "School doesn't really measure trajectory. At all. Whereas with us, it's really the only thing we care about."

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Don Veneto
Don Veneto@ViewsViaVeneto·
@Jason @ihors3 And also who is lending the stock to facilitate the shorts - that would likely include RobinHood as they use the long holder stock via rehypothecation to enhance yield and generate cash for lending (via margin loans)
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@jason
@jason@Jason·
This is really insane... is there any way to know if the original short sellers covered their positions @ihors3? Said another way, are these short sellers a new group taking advantage of the WSB bets?! There needs to be much more transparency of who is making these short bets
Ihor Dusaniwsky🇺🇦@ihors3

$GME short interest is now $11.20 billion; 57.83M shares shorted; 113.31% SI % Float; 53.12% S3 SI % of float which includes the “synthetic longs” created by short selling in the calculation. @CNBC, please let us help you navigate this historic moment in the markets. #gme #s3data

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Don Veneto
Don Veneto@ViewsViaVeneto·
3. #Decisionmaking groups are good for 'exploratory thought', but beware of 'confirmatory thought'. 4. We view positive outcomes as skill & negative as bad luck - trying viewing outcomes from someone elses shoes to avoid self serving bias
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Don Veneto
Don Veneto@ViewsViaVeneto·
#ThinkinginBets top takeaways: 1. "Bets" help you think about 'other' outcomes & assign probability to each. Then u either 'win'/'lose' instead of being ‘right’/‘wrong’ (which absolute & too simplistic) 2. Happiness is from relative comparison- be aware what u compare yurself to
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Keşfet

@JohnoMcMenamin @ApolloCapitalAU @matt_levine @waitbutwhy @nytimes @Yellowstone @amazon @alexdanco