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TIP388: Lessons from Druckenmiller w/ Trung Phan

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IN THIS EPISODE, YOU'LL LEARN:

  • 05:16 - The biggest takeaways from his discussion with Stan.
  • 26:35 - Trung's background in real estate in Asia with thoughts on Evergrande.
  • 38:16 - What opportunities are most exciting.
  • And a whole lot more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES:

  • Michael Pettis on Evergrande.
  • Frederick Neckar on Druckenmiller's conviction.
  • Jack Butcher's $200k NFTs for charity.
  • Trey Lockerbie's Twitter.
  • Trung Phan's Twitter.​
  • Preston, Trey, & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.
  • Read the 9 Key Steps to Effective Personal Financial Management.
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