Steve Kuhn argues that the US possesses a cultural and historical advantage over China in attracting high-skilled global immigration.
0:00 / 0:09exact quote · 9.4s
720p mp4 · rendered on demand · StarZero watermark
“But they don't have the right culture. They don't have the right history to do that. We do. We have this amazing advantage that we're not taking advantage of.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Steve Kuhn
Insight
Millennium's multi-decade track record statistically disproves efficient markets
“It's in decades, not in single digit years with hundreds of different groups on board. And it would be impossible statistically to think that that's random at this point. Let's put it that way. They continue to do well.”
Steve KuhnFeb 4, 2019▶ 19:27Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
Disclosure
Kuhn holds 10% of his net worth in Kindred Biosciences stock
“Probably 10% of my net worth is in one stock, because I think it's that mispriced. A friend of mine is obsessed with it, and he has convinced me that it's expected value, probably one-fifth the true value of the company.”
Steve KuhnFeb 4, 2019▶ 26:57Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
PredictionNot checkable as stated
Smarter US immigration policy could boost GDP growth by 3% annually
“If we had a smarter immigration policy, I think we could boost our GDP by another three percent a year. So if we're at four percent GDP now, I think we can get to seven.”
Steve KuhnFeb 4, 2019▶ 40:42Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
Insight
Kuhn: Hedge funds correcting market mispricings is a pro-social activity
“They're trying to find mistakes in markets and correct them. And I think that's actually a pro-social idea.”
Steve KuhnFeb 4, 2019▶ 20:05Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
PredictionPartly held up
Kuhn predicts Kindred Biosciences will be acquired for over $500M
“I think the end game is some of the other drugs get developed. Mirataz continues to grow a market share, and somebody buys them for more than five hundred million, hopefully.”
Steve KuhnFeb 4, 2019▶ 28:51Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
Opinion
Kuhn: Income sharing agreements create a superior education model with skin in the game
“And since these companies have skin in the game, To take something from our friend Nassim Taleb. If they're not adding value to the students, they don't get paid. If they take a person making 40,000 dollars a year and only make 40,000 dollars a year after thei…”
Steve KuhnFeb 4, 2019▶ 31:28Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
Made with StarZero
Turn any episode into a week of clips.
This entire site, over 700 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.