Frederik Journals

I talk to author, trader, and DJ Jared Dillian about writing, lives, and his new collection of short stories: Night Moves . This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.frederikjournals.com/subscribe

This is a free preview of a paid episode. To hear more, visit www.frederikjournals.com The Art of Alchemy is a reader-supported publication. Become a paid subscriber to listen to the audio version of this post.

My conversation with Lyn Alden, author of Broken Money. Twitter: @LynAldenContact Disclaimer: I write and podcast for entertainment purposes only. This is not investment advice. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.frederikjournals.com/subscribe

I recently had the pleasure of speaking with Jonny Miller , writer , podcaster , and breathwork facilitator. Jonny wrote some of my favorite recent pieces, including the amazing operating manual for the nervous system and How to Pay Off Your Emotional Debt . Jonny also puts together terrific small wikis like this one on emotional resilience , the ‘ spiritual MBA ’ and Somalist (‘a global directory...

I had a chance to interview William Duggan, professor at Columbia Business School and author of Strategic Intuition . He explained how Kendo led him to his big idea, the difference between creative/strategic intuition and expert intuition (with examples including Howard Schultz, Henry Ford, and Elizabeth Holmes), and the roles of memory, passion, and presence of mind. Quotes that stuck with me: Th...

Hello everyone, I had the pleasure of chatting with Jared Dillian , author of The Daily Dirtnap and We're Gonna Get Those B******s , about his new book Those B******s . Years ago, I read his book Street Freak and I fondly remembered his wit, candor, depth of introspection, and keen eye for the antics of markets. Those B******s is a collection of Jared’s essays on life, death, meaning, friendsh...

Hello everyone, I had the pleasure of chatting with Jared Dillian , author of The Daily Dirtnap and We're Gonna Get Those B******s , about his new book Those B******s . Years ago, I read his book Street Freak and I fondly remembered his wit, candor, depth of introspection, and keen eye for the antics of markets. Those B******s is a collection of Jared’s essays on life, death, meaning, friendship,...

"What first led me to Wall Street was a desire to make money so I could buy great art and support artists. What I didn't know when I started is that working on Wall Street can be a fascinating art in itself and one for which I was almost immediately suited." — Roy Neuberger DISCLAIMER. I write and podcast for entertainment purposes only. None of this is investment advice and any information contai...

Disclaimer: None of this is investment advice. I write and podcast for entertainment purposes only and this conversation reflects our personal opinions. It should not be relied on to make investment decisions. Do your own work and seek your own financial, tax, and legal advice before making any investment decisions. Also see Speedwell’s Disclaimer . Drew and I talked about Meta, Constellation, Flo...

Hello everyone, I’m usually skeptical of fiction involving financial markets. To make it thrilling and get life and death stakes, the genre typically blends with crime or conspiracy. Which means you need an engaging writer who knows both worlds well enough and doesn’t turn the financial combatants into caricatures. But there are surprises. During my recent trip , I churned through Master, Minion b...

My conversation with Paul Podolsky author of Master, Minion and the Things I Didn’t Learn in School Substack. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.frederikjournals.com/subscribe

Hello everyone, A few months ago, I had the pleasure of interviewing David Senra , host of the Founders podcast. David is incredibly high energy and authentic about what he does. You think Mohnish Pabrai takes the idea of cloning seriously? Here’s David: I can live the rest of my entire life never having one original idea. As long as I’ve mastered the handful of ideas that I see as recurring theme...

This conversation was originally published at Compound . This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.frederikjournals.com/subscribe

Hello everyone, A few months ago, I finally had the chance to record a conversation with Josh Wolfe of Lux Capital. This was published at Compound ( I also previously profiled Josh ). Josh has been a frequent podcast guest and I did a lot of prep work to find questions he hadn’t tackled yet. As a result, I think it’s a timeless conversation with the exception of a brief discussion of the macro cyc...

You can find a full transcript of this conversation at Compound . This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.frederikjournals.com/subscribe

Hello everyone, A few months ago I had the pleasure of interviewing Patrick O’Shaughnesssy , the prolific host of Invest Like The Best, as part of my work for Compound . We started our conversation on the topic of David Senra, host of the amazing Founders podcast, who had just joined Patrick’s Colossus podcasting platform. David is one of the most focused people I know. Patrick one other hand is p...

You can find a full transcript of this conversation Compound ( part I , part II ). This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.frederikjournals.com/subscribe

Alix Pasquet III is the Managing Partner and portfolio manager at Prime Macaya Capital. Disclaimer: The information contained in this summary has been prepared solely for informational purposes and is not an offer to sell or purchase or a solicitation of an offer to sell or purchase any interests or shares in any of the funds managed by Prime Macaya Capital Management LP.  Any such offer will be m...

Hi everyone, The following is my conversation with Adam Mead, author of The Complete Financial History of Berkshire Hathaway . We talked about conglomerates, early entrepreneurial experiments at Berkshire, the lean years in the insurance business, managing the company as an informed observer, and returns on his acquisitions. As to finding another Berkshire, Adam was skeptical: “I'll never say neve...

My conversation with Adam Mead, author of The Complete Financial History of Berkshire Hathaway. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.frederikjournals.com/subscribe

You can find the full essay on Julian Robertson at : neckar.substack.com/p/the-tiger-that-was-a-wolf-lessons This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.frederikjournals.com/subscribe

You can listen to this conversation on Spotify , Apple , anchor (and via RSS ) or find a full transcript at Compound . “ This is the nature of what we do. It's the intersection of business and people and psychology and sociology and numbers. There's a lot of stuff that's always going on that makes sure you never have the game beat, never. ” This past June I had the opportunity to interview Michael...

This conversation was recorded in June 2022. You can find a full transcript at manual.withcompound.com . This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.frederikjournals.com/subscribe

Alix Pasquet III is the Managing Partner and portfolio manager at Prime Macaya Capital. Notes on substack . Presentation on youtube . Disclaimer: The information contained in this summary has been prepared solely for informational purposes and is not an offer to sell or purchase or a solicitation of an offer to sell or purchase any interests or shares in any of the funds managed by Prime Macaya Ca...

You can listen to the conversation on: Spotify , Apple , at anchor , and via RSS . Hi everyone, I am a big fan Marc Rubinstein and his Net Interest substack and was very excited to finally record a conversation with him. Marc previously covered financials and fintech as a research analyst and hedge fund investor and now shares his takes on the sector with his readers on a weekly basis. It’s a very...