Michael Steinhardt, every mention
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tap a year for its mentions
every year anyone Paul Johnson 3Reade Griffith 1Mike Kelly 1Gavin Baker 1Adam Rodman 1
Verbatim, from the transcripts: the passages where Michael Steinhardt comes up
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 37:38 Gavin Baker A lot of being a successful investor, you have to find an investment philosophy that fits your own emotional makeup, and then you always have to find the right balance, to quote Michael Steinhardt, between the courage of your convictions…
Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
- ▶ 11:27 Mike Kelly The other important lesson that I learned, which really came more from Michael Steinhardt than anyone else, which is this idea of a variant perception.
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
- ▶ 12:36 Adam Rodman I think that's very different from the tiger model of the nineties or even go back like Michael Steinhard decades before that, where investors at limited partners gave you the flexibility to take big concentrated swings.
Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)
- ▶ 11:26 Reade Griffith At the time, there were people like Steinhardt that were involved, Caxton, Soros, they were the big names in the macro investing.
Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
- ▶ 10:36 Paul Johnson We used Michael Steinhardt's variant perception as a very important cornerstone of thinking about how you get an edge in the market. 3 times in the scene