Loofy
@Loofyb0i • 2,999 subscribers
Crypto degen @Polymarket enjoyer
Videos
Howard Marks has been writing investment memos for 30 years that Warren Buffett says he reads first thing every time. In 36 minutes he explains why every bull market ends the same way - and where he thinks we are right now. 36-min. Oaktree. TBPN. Bookmark & watch - the clearest market cycle read you'll find in 2026
Loofy601,439 次观看 • 3 个月前
Nassim Taleb, the man whose fund made around $1B in a week at 65-to-1 odds, sat down and picked apart the global monetary system the dollar - losing its throne gold - "effectively the reserve currency of the world" Western debt - a fragility that snaps, not bends power - quietly shifting back to the East
Loofy292,545 次观看 • 1 个月前
Paul Tudor Jones shorted the 1987 crash and made 200% the same week the market lost a quarter of its value now he's pointing at a date on the calendar "it feels like October 1999" back then the NASDAQ doubled in five months - then the whole thing blew off the top he says the setup is here again: easy financial conditions, rate cuts instead of hikes, retail piling in, speculative mania building the difference this time is the deficit, not a surplus so he's not sitting it out - he wants gold, crypto, and the NASDAQ, all at once
Loofy281,699 次观看 • 1 个月前
A Renaissance Technologies partner just broke the silence on the fund that makes 66% a year and has never accepted a dollar of outside money David Magerman wrote the algorithms. then he watched what the money was funding. "we're not here to help America" he said it out loud - and Wall Street's most secretive firm tried to make him disappear 1 hr on how the machine was actually built bookmark & watch. this is the inside account nobody got
Loofy514,549 次观看 • 3 个月前
Steve Cohen turned $23 million into a multi-billion dollar machine - then explained what he actually looks for in the people he hires it's not the resume "it's better to look s****d than be mediocre" he said he hated his weekends and lived for his Mondays - that the ones who make it never stop trying to get better 19 min. free. bookmark and watch it today
Loofy447,896 次观看 • 3 个月前
Jeffrey Gundlach told everyone his exact portfolio: 40% non-US stocks, 25% fixed income, 15% commodities, the rest cash The DoubleLine CEO doesn't do clickbait - and he just put recession odds above 50% for 2026 1 hour on US debt, the private credit bubble, and gold going to $4,000 bookmark & watch - required viewing before you touch your allocation
Loofy231,876 次观看 • 2 个月前
This Goldman Sachs interview with Steve Cohen teaches you more about the mindset of a great trader than any course on strategy. The Point72 founder explains how he reads markets - and how he applies it to running the Mets. 24-min with Goldman on what actually separates great traders from the rest. bookmark & watch - a rare look inside the mind of a trading legend.
Loofy146,064 次观看 • 3 个月前
At 23 years old Gavin Baker was a rookie Fidelity analyst handed a chip company nobody wanted to cover the company was Nvidia. the year was 2000 Fidelity owned 15% of it - so this kid had Jensen Huang on the phone one to two hours every single week he held that stock for 25 years. never rotated out. never blinked then he left, built his own fund, and just bought call options on 3.5 million Nvidia shares while everyone else screamed bubble "whenever there is something that might slow it down, everything accelerates" Google's TPUs vs Nvidia's GPUs. the Blackwell delay that nearly stalled all of AI. the real economics nobody explains bookmark and watch it today ↓
Loofy85,652 次观看 • 2 个月前
Paul Tudor Jones called the 1987 crash to the week - shorted straight into it - and walked away up over 100% while Wall Street lost a quarter of its value in a single day he does not chase. he waits for the setup nobody else sees this time the setup is AI "the amount of money going into this makes the dot com era look small" "the path of least resistance is stocks go higher and then something breaks" the man who built one of the most feared macro funds on Earth by being early on every crisis - 1987, dot com, 2008 - is telling you exactly where the risk sits now
Loofy77,351 次观看 • 2 个月前
Paul Tudor Jones on the AI bull market: "we've got another 2 years to run and 40% to go" this is him telling cnbc we're back in the fall of '99 - with the blow-off top still ahead "it's a crazy crazy time - i love always to find historical precedents" "chat gpt in '22 - i kind of think claude code january of this year would be the equivalent of when microsoft came out in '81" "imagine the stock market went up another 40% - stock market to gdp is going to probably be, good lord, 300, 350%" "you go back to 2001, you may have 40% more, but if you continue to ride it too far" "it'll be one of those breathtaking kind of corrections"
Loofy53,510 次观看 • 1 个月前
Howard Marks has called every major bubble for 30 years and written it down before it popped - dot com. 2008. he saw them in his own memos now he is on record on AI, debt vs equity, and the next 40 years of investing 80-min and you will hear how a legend prepares instead of predicts
Loofy71,361 次观看 • 1 个月前
SpaceX is filing for an IPO at $2T. Anthropic and a dozen AI companies are right behind it. Thomas Laffont at Coatue explains why this is not 1999. The "10x Paradox": models get 10x better, prices drop 10x, demand explodes 100x. 33-min and you'll understand the power law that determines who wins in AI bookmark - it's the most important investment framework for the next 3 years
Loofy103,852 次观看 • 3 个月前
Jason Shapiro worked under George Soros' fund, the one that famously made $1B in a day breaking the Bank of England - he says this bull market is powered by the same crowded positioning Soros used to trade against - he breaks down the exact data he watches to spot when a trend is about to snap 57 minutes of contrarian analysis most traders never get access to Bookmark & watch
Loofy42,895 次观看 • 2 个月前
Bridgewater founder Ray Dalio ~$150B in AUM - explained to Oxford students why every fiat currency is now in the final stage of the Big Cycle. - he called 2008, called 2022, and now he's pointing at something bigger 45-min at Oxford Union. Free. bookmark & watch - required viewing for anyone serious about macro
Loofy36,629 次观看 • 4 个月前
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