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Outwork who?

Daniel 🇨🇦

21,757 subscribers

489,909 次观看 • 1 年前 •via X (Twitter)

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Reporter: “You say the Chinese succeed because they outwork everyone else.” Sowell: “Oh yes… If you put in enormous amounts of work, you’re going to have a tremendous advantage over people who don’t.”

Reporter: “You say the Chinese succeed because they outwork everyone else.” Sowell: “Oh yes… If you put in enormous amounts of work, you’re going to have a tremendous advantage over people who don’t.”

Thomas Sowell Daily

20,728 次观看 • 4 个月前

.Navy Football Landon Robinson has so many great attributes which translate to football on Sunday...And he is a self made man who is only going to improve. No one will outwork him; on or off the field. #BaldysBreakdowns

.Navy Football Landon Robinson has so many great attributes which translate to football on Sunday...And he is a self made man who is only going to improve. No one will outwork him; on or off the field. #BaldysBreakdowns

Brian Baldinger

53,475 次观看 • 5 个月前

🚨JUST IN: Andrew Tate reveals the exact moment he decided he would be rich - and never doubted it once. 😳 “There’s no way that man in the Ferrari who drove past me is better than me.” “So I’ll just outwork him.”

🚨JUST IN: Andrew Tate reveals the exact moment he decided he would be rich - and never doubted it once. 😳 “There’s no way that man in the Ferrari who drove past me is better than me.” “So I’ll just outwork him.”

The Tate Motive

31,839 次观看 • 3 个月前

Today I taught the people a lesson. Cry babies, Max, never win. People who grind and outwork everyone like I did with the lottery ball machine come out on top. “Hard work pays off, dreams do come true, bad times don’t last, but bad guys do”

Today I taught the people a lesson. Cry babies, Max, never win. People who grind and outwork everyone like I did with the lottery ball machine come out on top. “Hard work pays off, dreams do come true, bad times don’t last, but bad guys do”

Big Cat

375,312 次观看 • 2 年前

I really pity anyone who thinks they can outwork me in 2026 We will go Locked-In for Locked-In🫱🏻‍🫲🏽😂😂 The Tech Creator Experiment: 365 Days of Innovation and Growth Day 1 of 365 days ……….. If you want to join me , comment lockedin in the comments and I might be in your DMs

I really pity anyone who thinks they can outwork me in 2026 We will go Locked-In for Locked-In🫱🏻‍🫲🏽😂😂 The Tech Creator Experiment: 365 Days of Innovation and Growth Day 1 of 365 days ……….. If you want to join me , comment lockedin in the comments and I might be in your DMs

BlarkDemi 🔸

307,195 次观看 • 8 个月前

Jerry Rice shares the mindset that made him the greatest receiver of all time. "These guys, they probably were more gifted, all of that. But one thing I was going to do - I was going to outwork you." It means putting in the work every day and being intentional. "Maybe that came from my Mississippi upbringing, being around my father where he was a provider for the family and just watching him provide and work really hard every day." Talent is given. Work ethic is a choice. "I was not as talented, but I just outworked everyone else." That's the formula When you can't out-talent them, you outwork, outhustle, and outperform them. The greats aren't always the most gifted. They're the ones who refuse to be outworked. (🎥The FCS Edge )

Jerry Rice shares the mindset that made him the greatest receiver of all time. "These guys, they probably were more gifted, all of that. But one thing I was going to do - I was going to outwork you." It means putting in the work every day and being intentional. "Maybe that came from my Mississippi upbringing, being around my father where he was a provider for the family and just watching him provide and work really hard every day." Talent is given. Work ethic is a choice. "I was not as talented, but I just outworked everyone else." That's the formula When you can't out-talent them, you outwork, outhustle, and outperform them. The greats aren't always the most gifted. They're the ones who refuse to be outworked. (🎥The FCS Edge )

Coach AJ 🎯 Mental Fitness

39,930 次观看 • 7 个月前

Druckenmiller's advice to young people who want to get into finance: "if they're going in it for the money, they should go elsewhere." "there's too many people in the business like me that just love the game and the passion. and they're not going to be able to outwork the people that are passionate." "and it's not a fun game if you're losing." the people who survive long enough to compound real returns are the ones who genuinely enjoy the research, the building, the debugging at 2 AM. if you're only here for the P&L, the first extended drawdown will end you.

Druckenmiller's advice to young people who want to get into finance: "if they're going in it for the money, they should go elsewhere." "there's too many people in the business like me that just love the game and the passion. and they're not going to be able to outwork the people that are passionate." "and it's not a fun game if you're losing." the people who survive long enough to compound real returns are the ones who genuinely enjoy the research, the building, the debugging at 2 AM. if you're only here for the P&L, the first extended drawdown will end you.

Goshawk Trades

177,983 次观看 • 2 个月前

YOUR ENEMY TRAINED TODAY… DID YOU? Even if we have no enemies… it can be helpful to imagine a foe who never sleeps, never rests… he is training to defeat us - to outwork us. He is coming for what we have. Never rest on your laurels. Every day is another opportunity but also another test. Enjoy the mountaintop but look forward to the higher mountain peaks ahead. When we come to battle this foe we must be prepared. One day will meet him and realize that it was us all a long… the highest version of ourselves who did the best he could with what he had. That is our greatest competition!

YOUR ENEMY TRAINED TODAY… DID YOU? Even if we have no enemies… it can be helpful to imagine a foe who never sleeps, never rests… he is training to defeat us - to outwork us. He is coming for what we have. Never rest on your laurels. Every day is another opportunity but also another test. Enjoy the mountaintop but look forward to the higher mountain peaks ahead. When we come to battle this foe we must be prepared. One day will meet him and realize that it was us all a long… the highest version of ourselves who did the best he could with what he had. That is our greatest competition!

⚡️🌞 Sol Brah 🌞🐬

4,431,486 次观看 • 3 年前

Kirby Smart shares the Navy SEAL and toughness mantra his team lives by. "Our kids believe in down and dirty. They believe in the SEAL mantra of - let's take them to the water. Let's see who can survive in the water and see who's gonna tap out first, ring the bell, and run from the contact contest." Being tough is a non-negotiable for Georgia football. "They believe in that." "They believe in the physical toughness that it takes to win games." The mindset is to outlast, outwork, and outtough. He builds the Georgia football program on standards, toughness, and relentless effort.

Kirby Smart shares the Navy SEAL and toughness mantra his team lives by. "Our kids believe in down and dirty. They believe in the SEAL mantra of - let's take them to the water. Let's see who can survive in the water and see who's gonna tap out first, ring the bell, and run from the contact contest." Being tough is a non-negotiable for Georgia football. "They believe in that." "They believe in the physical toughness that it takes to win games." The mindset is to outlast, outwork, and outtough. He builds the Georgia football program on standards, toughness, and relentless effort.

Coach AJ 🎯 Mental Fitness

141,696 次观看 • 4 个月前

Florida Representative Randy Fine Congressman Randy Fine is a fierce America First champion who has spearheaded the fight to protect innocent animals from barbaric halal abuse. Despite his undeniable patriotism, he routinely faces the most graphic antisemitic ABUSE and severe death threats anywhere on the internet simply because he happens to be Jewish. Rep. Fine exposed how this vile vitriol stems from an innate JEALOUSY pushed by miserable losers who want a scapegoat for their own failed lives. Rep. Fine is a winner and a fighter. Instead of whining or playing the victim, true fighters refuse to feel sorry for themselves and will continue to outwork and completely humiliate their haters. That is what we do. We work hard.

Florida Representative Randy Fine Congressman Randy Fine is a fierce America First champion who has spearheaded the fight to protect innocent animals from barbaric halal abuse. Despite his undeniable patriotism, he routinely faces the most graphic antisemitic ABUSE and severe death threats anywhere on the internet simply because he happens to be Jewish. Rep. Fine exposed how this vile vitriol stems from an innate JEALOUSY pushed by miserable losers who want a scapegoat for their own failed lives. Rep. Fine is a winner and a fighter. Instead of whining or playing the victim, true fighters refuse to feel sorry for themselves and will continue to outwork and completely humiliate their haters. That is what we do. We work hard.

Laura Loomer

44,667 次观看 • 3 个月前

A family from Brampton thought they’d found the perfect shortcut, dumping a mountain of household trash in a quiet Ontario cornfield. They thought they were being slick—until they realized they’d left behind shipping labels with their full address printed right on them. The farmer who discovered the mess wasn’t looking for a legal battle; he preferred a more personal delivery. He loaded their garbage into his tractor’s front-end loader and drove straight to their suburban driveway. When he knocked, a woman answered and quickly tried to play it cool, denying she was the person named on the packages. But the plan fell apart when a younger girl stepped to the door. The farmer pointed to a discarded toy in the pile and asked, “Is that your stuffed animal?” The girl’s honest nod was all the confirmation he needed. Out of the kindness of his heart, the farmer tipped the loader, returning every bit of the family’s junk right onto their doorstep. The lesson is clear: you can try to outsmart a farmer, but you’ll never outwork one. 🚜 Don’t mess with the people who feed you!

A family from Brampton thought they’d found the perfect shortcut, dumping a mountain of household trash in a quiet Ontario cornfield. They thought they were being slick—until they realized they’d left behind shipping labels with their full address printed right on them. The farmer who discovered the mess wasn’t looking for a legal battle; he preferred a more personal delivery. He loaded their garbage into his tractor’s front-end loader and drove straight to their suburban driveway. When he knocked, a woman answered and quickly tried to play it cool, denying she was the person named on the packages. But the plan fell apart when a younger girl stepped to the door. The farmer pointed to a discarded toy in the pile and asked, “Is that your stuffed animal?” The girl’s honest nod was all the confirmation he needed. Out of the kindness of his heart, the farmer tipped the loader, returning every bit of the family’s junk right onto their doorstep. The lesson is clear: you can try to outsmart a farmer, but you’ll never outwork one. 🚜 Don’t mess with the people who feed you!

Crystal Hope

1,131,821 次观看 • 5 个月前

I don’t have a $100 million war chest funded by the DC establishment. I have to earn this. I’ve done 50+ events and more than 200 interviews. I’m not hiding in Washington like John Cornyn. I’m in Texas, shaking hands, answering tough questions, earning votes. This isn’t about votes you miss. It’s about the votes you take. And that’s where the contrast couldn’t be clearer. ❌John Cornyn co-authored gun control legislation in Texas. ❌He supported policies that allowed tens of thousands of Afghan migrants into this country without proper vetting. ❌He opposed the border wall before pretending he built it. Those weren’t missed votes. Those were BAD votes. Texans want a fighter who is willing to bring the energy and work for this seat. No one has or will outwork me. And on March 3rd, Texas is going to choose NEW leadership, not establishment seniority. The time is NOW.

I don’t have a $100 million war chest funded by the DC establishment. I have to earn this. I’ve done 50+ events and more than 200 interviews. I’m not hiding in Washington like John Cornyn. I’m in Texas, shaking hands, answering tough questions, earning votes. This isn’t about votes you miss. It’s about the votes you take. And that’s where the contrast couldn’t be clearer. ❌John Cornyn co-authored gun control legislation in Texas. ❌He supported policies that allowed tens of thousands of Afghan migrants into this country without proper vetting. ❌He opposed the border wall before pretending he built it. Those weren’t missed votes. Those were BAD votes. Texans want a fighter who is willing to bring the energy and work for this seat. No one has or will outwork me. And on March 3rd, Texas is going to choose NEW leadership, not establishment seniority. The time is NOW.

Wesley Hunt

24,778 次观看 • 6 个月前

The one thing an ex-Point72 research head tells young people who want to build personal edge: Kirk McKeown — ex-Head of Proprietary Research at Point72, previously Glenview & Tudor. Kirk McKeown explains: "Treat your brain and your career as if they were a pro athlete's." "Any pro athlete that is best in class attacks every day with rigor." "I have a checklist I start every day with — self-care, physical care. I have a therapist. I have a coach. I work out five days a week. I meditate every morning. I journal every day." "If you put a process in place that allows you to slow the game down, it'll speed up." "Set goals that are bigger than making a lot of money." "Put in a regimen that lets you scale yourself like a pro athlete. Then have a conceptual goal that lets you take the punches when it gets really bad — and outwork everybody else."

The one thing an ex-Point72 research head tells young people who want to build personal edge: Kirk McKeown — ex-Head of Proprietary Research at Point72, previously Glenview & Tudor. Kirk McKeown explains: "Treat your brain and your career as if they were a pro athlete's." "Any pro athlete that is best in class attacks every day with rigor." "I have a checklist I start every day with — self-care, physical care. I have a therapist. I have a coach. I work out five days a week. I meditate every morning. I journal every day." "If you put a process in place that allows you to slow the game down, it'll speed up." "Set goals that are bigger than making a lot of money." "Put in a regimen that lets you scale yourself like a pro athlete. Then have a conceptual goal that lets you take the punches when it gets really bad — and outwork everybody else."

Ethan Kho

71,468 次观看 • 2 个月前

The CEO of Uber just revealed his controversial way of running his company. His principle: Hard work is a learned skill. And if you haven't developed it by now, you probably never will. Dara Khosrowshahi went on Diary of a CEO and dropped something most executives would NEVER admit publicly... He was asked a simple question: "Have you ever seen someone who wasn't a hard worker become a really hard worker?" His answer: "No. No one occurs to me." Not one person. In decades of building billion dollar companies. Then he explained why: "The most important skill in life is the skill of working hard. It's not something you can turn on and off. It's a LEARNED skill. That's not something you're born with." Read that again. He's not saying hard workers are special or gifted. He's saying they LEARNED it. Developed it. Trained it like a muscle. And the people who never learned it? They stay that way forever. This is the guy who turned Uber from bleeding $3 billion a year into printing $10 billion in free cash flow. The guy who took Expedia from $2B to $9B in revenue. And his entire thesis on success comes down to one skill most people never bother developing. Here's how he runs Uber: "You come to Uber, you're going to work your ass off. If you're not performing, we're going to let you know. And if you don't fix it, we're going to push you out." He sends emails on Saturdays. If no response by Sunday, he follows up with just "?" When HR told him he was "scaring people" early in his tenure, he said: "Then they can leave." And here's what separates this from toxic hustle culture nonsense: Dara has dinner with his family every night. 6 to 8pm is protected. But he's back on email at 9:30pm. And again at 5:30am. It's not about grinding yourself to death. It's about the refusal to be outworked. "I'm not going to let anyone outwork me. They may be smarter, more talented. But I'm not going to let anyone outwork me." He studied the elites. Ronaldo. Jordan. The pattern is always the same... Talent gets you in the room. But the thing that separates the best from everyone else? "They work their asses off. They're disciplined. They're structured. They're relentless." That's learned behavior. Not genetics. The uncomfortable truth here is that most people had their chance to develop this skill. And they didn't. Now they spend their energy debating whether hard work is "toxic" instead of building something. The question isn't whether this is "fair" or "healthy" or whatever cope people want to throw at it. The question is which SIDE you're going to be on. The people who learned to work? Or the people who learned to make excuses?

The CEO of Uber just revealed his controversial way of running his company. His principle: Hard work is a learned skill. And if you haven't developed it by now, you probably never will. Dara Khosrowshahi went on Diary of a CEO and dropped something most executives would NEVER admit publicly... He was asked a simple question: "Have you ever seen someone who wasn't a hard worker become a really hard worker?" His answer: "No. No one occurs to me." Not one person. In decades of building billion dollar companies. Then he explained why: "The most important skill in life is the skill of working hard. It's not something you can turn on and off. It's a LEARNED skill. That's not something you're born with." Read that again. He's not saying hard workers are special or gifted. He's saying they LEARNED it. Developed it. Trained it like a muscle. And the people who never learned it? They stay that way forever. This is the guy who turned Uber from bleeding $3 billion a year into printing $10 billion in free cash flow. The guy who took Expedia from $2B to $9B in revenue. And his entire thesis on success comes down to one skill most people never bother developing. Here's how he runs Uber: "You come to Uber, you're going to work your ass off. If you're not performing, we're going to let you know. And if you don't fix it, we're going to push you out." He sends emails on Saturdays. If no response by Sunday, he follows up with just "?" When HR told him he was "scaring people" early in his tenure, he said: "Then they can leave." And here's what separates this from toxic hustle culture nonsense: Dara has dinner with his family every night. 6 to 8pm is protected. But he's back on email at 9:30pm. And again at 5:30am. It's not about grinding yourself to death. It's about the refusal to be outworked. "I'm not going to let anyone outwork me. They may be smarter, more talented. But I'm not going to let anyone outwork me." He studied the elites. Ronaldo. Jordan. The pattern is always the same... Talent gets you in the room. But the thing that separates the best from everyone else? "They work their asses off. They're disciplined. They're structured. They're relentless." That's learned behavior. Not genetics. The uncomfortable truth here is that most people had their chance to develop this skill. And they didn't. Now they spend their energy debating whether hard work is "toxic" instead of building something. The question isn't whether this is "fair" or "healthy" or whatever cope people want to throw at it. The question is which SIDE you're going to be on. The people who learned to work? Or the people who learned to make excuses?

Ricardo

737,096 次观看 • 6 个月前

This weekend we held our $GNS 20 year anniversary. We grew from a one-man-band in 2005 to a global community, and from $0 to a $300m company in 2022 - Then we had our IPO and all hell broke loose. Three years as a listed company with multiple attacks against us, pushing us to the verge of delisting and bankruptcy. Yet here we are in 2025 (and in 2045 the crooks we beat will be a distant memory). A Japanese billionaire told me while the West is obsessed with getting 100x bigger, the East is focused at lasting 100x longer. At Genius, we can do both. We've been here for 20 years, and we'll be here in 20 years - and much more. Here's a video of us together this weekend - the early pioneers who were here 20 years ago, and who will still be here in 20 years time. With the havoc of the markets on Friday, it's easy to get caught up on gains and losses in the short term. Pan out. Plan for the long term. Bitcoin didn't exist 20 years ago. My bet is it'll be over $20m / $BTC 20 years from now. You don't need to bet with us. But best don't bet against us. Good people welcome. Bad actors not welcome. We will outwork you We will outplay you We will outlast you #ForAllForOne

This weekend we held our $GNS 20 year anniversary. We grew from a one-man-band in 2005 to a global community, and from $0 to a $300m company in 2022 - Then we had our IPO and all hell broke loose. Three years as a listed company with multiple attacks against us, pushing us to the verge of delisting and bankruptcy. Yet here we are in 2025 (and in 2045 the crooks we beat will be a distant memory). A Japanese billionaire told me while the West is obsessed with getting 100x bigger, the East is focused at lasting 100x longer. At Genius, we can do both. We've been here for 20 years, and we'll be here in 20 years - and much more. Here's a video of us together this weekend - the early pioneers who were here 20 years ago, and who will still be here in 20 years time. With the havoc of the markets on Friday, it's easy to get caught up on gains and losses in the short term. Pan out. Plan for the long term. Bitcoin didn't exist 20 years ago. My bet is it'll be over $20m / $BTC 20 years from now. You don't need to bet with us. But best don't bet against us. Good people welcome. Bad actors not welcome. We will outwork you We will outplay you We will outlast you #ForAllForOne

Roger James Hamilton

24,536 次观看 • 11 个月前

Druckenmiller was asked what separates great investors from everyone else. His answer had nothing to do with intelligence. First: extreme passion. You cannot compete against people who love this business if you don't love it. They will outwork you, outthink you and outcompete you. Second: competitiveness. They have to be sore losers. They have to want to win badly enough that losing is genuinely painful. Then he got to the part most people get wrong. "I haven't even gotten to IQ yet. Anything over 125 or 130 doesn't help you. It's largely superfluous." Beyond a baseline, intelligence stops mattering. The edge is elsewhere. Third: ego that gets checked at the door. You can have one but you cannot let it anchor you to a position. The market does not care what you think you know. When things happen that you didn't anticipate and they always will, you have to be able to change your mind without inventing reasons to stay. Fourth, and the one most people never master: think against the crowd. "If you're in the crowd, those positions are already owned by everyone. It's not easy to fight your emotions and go against the crowd, but that is a big piece of it." Passion. Competitiveness. Humility. Independent thinking. Just those four things, done consistently for decades.

Druckenmiller was asked what separates great investors from everyone else. His answer had nothing to do with intelligence. First: extreme passion. You cannot compete against people who love this business if you don't love it. They will outwork you, outthink you and outcompete you. Second: competitiveness. They have to be sore losers. They have to want to win badly enough that losing is genuinely painful. Then he got to the part most people get wrong. "I haven't even gotten to IQ yet. Anything over 125 or 130 doesn't help you. It's largely superfluous." Beyond a baseline, intelligence stops mattering. The edge is elsewhere. Third: ego that gets checked at the door. You can have one but you cannot let it anchor you to a position. The market does not care what you think you know. When things happen that you didn't anticipate and they always will, you have to be able to change your mind without inventing reasons to stay. Fourth, and the one most people never master: think against the crowd. "If you're in the crowd, those positions are already owned by everyone. It's not easy to fight your emotions and go against the crowd, but that is a big piece of it." Passion. Competitiveness. Humility. Independent thinking. Just those four things, done consistently for decades.

Milk Road Macro

101,085 次观看 • 4 个月前

Druckenmiller was asked what separates great investors from everyone else. His answer had nothing to do with intelligence. First: extreme passion. You cannot compete against people who love this business if you don't love it. They will outwork you, outthink you and outcompete you. Second: competitiveness. They have to be sore losers. They have to want to win badly enough that losing is genuinely painful. Then he got to the part most people get wrong. "I haven't even gotten to IQ yet. Anything over 125 or 130 doesn't help you. It's largely superfluous." Beyond a baseline, intelligence stops mattering. The edge is elsewhere. Third: ego that gets checked at the door. You can have one but you cannot let it anchor you to a position. The market does not care what you think you know. When things happen that you didn't anticipate and they always will, you have to be able to change your mind without inventing reasons to stay. Fourth, and the one most people never master: think against the crowd. "If you're in the crowd, those positions are already owned by everyone. It's not easy to fight your emotions and go against the crowd, but that is a big piece of it." Passion. Competitiveness. Humility. Independent thinking. Just those four things, done consistently for decades.

Druckenmiller was asked what separates great investors from everyone else. His answer had nothing to do with intelligence. First: extreme passion. You cannot compete against people who love this business if you don't love it. They will outwork you, outthink you and outcompete you. Second: competitiveness. They have to be sore losers. They have to want to win badly enough that losing is genuinely painful. Then he got to the part most people get wrong. "I haven't even gotten to IQ yet. Anything over 125 or 130 doesn't help you. It's largely superfluous." Beyond a baseline, intelligence stops mattering. The edge is elsewhere. Third: ego that gets checked at the door. You can have one but you cannot let it anchor you to a position. The market does not care what you think you know. When things happen that you didn't anticipate and they always will, you have to be able to change your mind without inventing reasons to stay. Fourth, and the one most people never master: think against the crowd. "If you're in the crowd, those positions are already owned by everyone. It's not easy to fight your emotions and go against the crowd, but that is a big piece of it." Passion. Competitiveness. Humility. Independent thinking. Just those four things, done consistently for decades.

Milk Road Macro

51,721 次观看 • 3 个月前

Ex-Point72 Proprietary Research Head Kirk McKeown on building edge, alpha decay, & why everything that happened on Wall Street is about to happen on Main Street. Kirk McKeown (8.5 years @ Point72 under Steve Cohen | Built primary research at Glenview under Larry Robbins | Now founder of Carbon Arc Carbon Arc) "Alpha rewards those who value assets in a cold way. You want to get it right — not be right." We cover: - How alpha creation differs across multi-manager vs. concentrated shops - The 3 vectors every middle office function must move to justify its existence - Why he worked 6-hour Sundays from 2006-2020 — and the math behind it - The TSMC call that signaled semiconductor cancellations before anyone else knew - What the quant revolution on Wall Street tells us about the AI economy today - His framework: 4 market structures, 9 business models, & why they have rules - The MIT beer game & why every business problem is really an inventory problem - His hot take: a top hedge fund launches an enterprise AI lab in 2026 Highlights: 00:00 Intro 04:47 Tutor vs Glenview vs Point72: how edge differs 12:29 How to build “lift” for PMs: at-bats, hit-rate, sizing 18:44 Building research edge: outwork, read, fieldwork 27:16 Personal moat in 2026: analogs, history, decision trees 40:08 “Main Street becomes Wall Street”: what that actually means 44:30 Carbon Arc thesis: “decimalization” of data market structure 46:43 Why the edge migrates to data plus domain context 51:00 How to win in commoditized research: sample size beats anecdotes 01:03:26 Factorizing everything: themes, market structure, business models 01:08:37 Pruning decision trees: signals, scale points, inventory dynamics 01:14:18 Contrarian 2026 take: hedge funds launching enterprise AI labs 01:23:32 Final question: one habit to build career alpha

Ex-Point72 Proprietary Research Head Kirk McKeown on building edge, alpha decay, & why everything that happened on Wall Street is about to happen on Main Street. Kirk McKeown (8.5 years @ Point72 under Steve Cohen | Built primary research at Glenview under Larry Robbins | Now founder of Carbon Arc Carbon Arc) "Alpha rewards those who value assets in a cold way. You want to get it right — not be right." We cover: - How alpha creation differs across multi-manager vs. concentrated shops - The 3 vectors every middle office function must move to justify its existence - Why he worked 6-hour Sundays from 2006-2020 — and the math behind it - The TSMC call that signaled semiconductor cancellations before anyone else knew - What the quant revolution on Wall Street tells us about the AI economy today - His framework: 4 market structures, 9 business models, & why they have rules - The MIT beer game & why every business problem is really an inventory problem - His hot take: a top hedge fund launches an enterprise AI lab in 2026 Highlights: 00:00 Intro 04:47 Tutor vs Glenview vs Point72: how edge differs 12:29 How to build “lift” for PMs: at-bats, hit-rate, sizing 18:44 Building research edge: outwork, read, fieldwork 27:16 Personal moat in 2026: analogs, history, decision trees 40:08 “Main Street becomes Wall Street”: what that actually means 44:30 Carbon Arc thesis: “decimalization” of data market structure 46:43 Why the edge migrates to data plus domain context 51:00 How to win in commoditized research: sample size beats anecdotes 01:03:26 Factorizing everything: themes, market structure, business models 01:08:37 Pruning decision trees: signals, scale points, inventory dynamics 01:14:18 Contrarian 2026 take: hedge funds launching enterprise AI labs 01:23:32 Final question: one habit to build career alpha

Ethan Kho

1,536,469 次观看 • 5 个月前

LISTEN UP American Taxpayers 🚨 Former Federal Worker gives an inside look at Federal Workers “When I was hired, my boss bragged that it was basically impossible to get fired from the federal government.And that in her entire time working for the government, she'd only seen one person fired” “When I worked for the government, we were allowed to work 50% in the office and 50% from home, for the most part. In some cases, if you'd worked there, like, I think over 10 years or something, you could actually work from home three days a week and work from the office two days a week” “One employee spent his time remote working, running his own farm.” “Another employee bragged about drunk driving and going out to lunch with her friends for margaritas when she was supposed to be remote working. No one would log into their computers and you can see it because they're not on Teams and no one ever checked. Ever.” “There's something called the 80-20 rule where 80% of the work in government is done by 20% of the people and this is very, very true” “People who get a job in the government a lot of times find out that it's very difficult to fire them and they take advantage of this.” “Another employee would take the government truck on an almost daily basis so that he could go out to lunch and then go and take a nap in his favorite park under a shady tree in the government truck.” “Our government is filled with the most incompetent and most lazy people and an occasional hard worker. And those hard workers are severely punished every time they outwork their colleagues. Because then the colleagues realize people will see that they're lazy and they don't want to have to work more. They're just buying time until they retire in almost every case.”

LISTEN UP American Taxpayers 🚨 Former Federal Worker gives an inside look at Federal Workers “When I was hired, my boss bragged that it was basically impossible to get fired from the federal government.And that in her entire time working for the government, she'd only seen one person fired” “When I worked for the government, we were allowed to work 50% in the office and 50% from home, for the most part. In some cases, if you'd worked there, like, I think over 10 years or something, you could actually work from home three days a week and work from the office two days a week” “One employee spent his time remote working, running his own farm.” “Another employee bragged about drunk driving and going out to lunch with her friends for margaritas when she was supposed to be remote working. No one would log into their computers and you can see it because they're not on Teams and no one ever checked. Ever.” “There's something called the 80-20 rule where 80% of the work in government is done by 20% of the people and this is very, very true” “People who get a job in the government a lot of times find out that it's very difficult to fire them and they take advantage of this.” “Another employee would take the government truck on an almost daily basis so that he could go out to lunch and then go and take a nap in his favorite park under a shady tree in the government truck.” “Our government is filled with the most incompetent and most lazy people and an occasional hard worker. And those hard workers are severely punished every time they outwork their colleagues. Because then the colleagues realize people will see that they're lazy and they don't want to have to work more. They're just buying time until they retire in almost every case.”

Wall Street Apes

3,100,923 次观看 • 1 年前