Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks
NOV 20, 202426 MIN
Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks
NOV 20, 202426 MIN
Description
<p>Welcome to the November 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: Quick thoughts on the election, polymarket, what investors do to stay on top of their game, Investing blind spots: financial engineering and existential risks. </p>
<p>Chapters:</p>
<p>[0:00] Introduction to Andrew's Random Ramblings + Episode sponsor: Daloopa</p>
<p>[1:57] Quick thoughts on the election, market reactions</p>
<p>[6:35] Polymarket</p>
<p>[9:48] What do top investors do that mirrors NBA players that spend millions on their body management to stay at the top of their games</p>
<p>[13:20] Investing blind spots: financial engineering, existential risks</p>
<p>Today's sponsor: Daloopa</p>
<p>Hey there, fundamental analysts - Are you tired of the endless grind of updating financial models, scrubbing documents, and hard coding? Let’s talk about something that could transform your workflow—Daloopa.</p>
<p>Daloopa delivers perfect historicals for thousands of public companies. That means every KPI, operating data, financial metric, adjustment, and guidance—all at your fingertips. And here’s the best part: Daloopa updates your models in near real-time, which is especially important during earnings season, tailored to your modeling format and style.</p>
<p>Imagine never having to update your models again. With Daloopa, you can reclaim your time and focus on what really matters—analysis and research.</p>
<p>Want to learn more? Create a FREE account at <a href="https://daloopa.com/YAV" target="_blank" rel="ugc noopener noreferrer">Daloopa.com/YAV</a></p>
![<p>Welcome to the November 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: Quick thoughts on the election, polymarket, what investors do to stay on top of their game, Investing blind spots: financial engineering and existential risks. </p>
<p>Chapters:</p>
<p>[0:00] Introduction to Andrew's Random Ramblings + Episode sponsor: Daloopa</p>
<p>[1:57] Quick thoughts on the election, market reactions</p>
<p>[6:35] Polymarket</p>
<p>[9:48] What do top investors do that mirrors NBA players that spend millions on their body management to stay at the top of their games</p>
<p>[13:20] Investing blind spots: financial engineering, existential risks</p>
<p>Today's sponsor: Daloopa</p>
<p>Hey there, fundamental analysts - Are you tired of the endless grind of updating financial models, scrubbing documents, and hard coding? Let’s talk about something that could transform your workflow—Daloopa.</p>
<p>Daloopa delivers perfect historicals for thousands of public companies. That means every KPI, operating data, financial metric, adjustment, and guidance—all at your fingertips. And here’s the best part: Daloopa updates your models in near real-time, which is especially important during earnings season, tailored to your modeling format and style.</p>
<p>Imagine never having to update your models again. With Daloopa, you can reclaim your time and focus on what really matters—analysis and research.</p>
<p>Want to learn more? Create a FREE account at <a href="https://daloopa.com/YAV" target="_blank" rel="ugc noopener noreferrer">Daloopa.com/YAV</a></p>](https://us-central1-podcastguru-217d6.cloudfunctions.net/gcf_get_image?image_url=https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/33145623/9ee77c24427faa04.jpeg&width=300&height=300&api_key=xqFmUFX5BHLBTA)