Today’s Noise – Why I ignore most of the world – “Intelligence consists in ignoring things that are irrelevant.” – Nassim Nicholas Taleb What is the meaning of Antifragile?

Today’s Noise – Why I ignore most of the world – “Intelligence consists in ignoring things that are irrelevant.” – Nassim Nicholas Taleb What is the meaning of Antifragile?

Anti-fragility goes beyond robustness; it means that something does not merely withstand a shock but actually improves because of it. The concept was developed by professor, former trader, and hedge fund manager Nassim Nicholas Taleb.


Taleb as a student
Nassim Nicholas Taleb – http://www.fooledbyrandomness.com/pictures.htm

Bridgewater’s Dalio to open family office branch in Abu Dhabi – I get why other firms raising capital do this but it’s not like there’s a ton of local talent to be had, so this seems like a form of payback for allocations to Bridgewater

https://www.hedgeweek.com/2023/04/19/320257/bridgewaters-dalio-open-family-office-branch-abu-dhabi

 Yellen warns U.S. sanctions put dollar hegemony at risk as hedge funds turn positive on greenback – wish Krugman would disappear already, Noble Economist – didn’t realize they come in a box of Cracker Jacks, not that I have much respect for Republicans

https://www.kitco.com/news/2023-04-18/Yellen-warns-U-S-sanctions-put-dollar-hegemony-at-risk-as-hedge-funds-turn-positive-on-the-greenback.html

A Hot Economic Summer Is Shaping Up – even the left-leaning IMF thinks Biden’s admin needs to take spending down a notch

https://www.barrons.com/articles/economy-federal-reserve-politics-debt-ceiling-9936779e

Hedge Funds Back Evergrande Deal, David’s Bridal Fights to Survive – my favorite line in this compilation is Blackrock is ‘helping’ the FDIC, are they doing it for free, if not, then that’s not helping, that’s earning

https://www.bloomberg.com/news/newsletters/2023-04-18/hedge-funds-back-evergrande-deal-david-s-bridal-fights-to-survive

Today’s News Compiled by KEVIN GAHWYLER

Kevin Gahwyler has over 28 years of experience in the hedge fund industry in various investment and C-Suite roles. Mr. Gahwyler is currently a Managing Director and Head of Business Development at Meteora Capital, LLC. A SPAC specialist that invests in the entire SPAC ecosphere through both closed-end funds as well as a hedge fund. Prior to joining the firm, Mr. Gahwyler was the COO and Director of Business Development of Measure 8 Ventures Management, LLC. In addition, before Measure 8, he was the President/CFO of Navy Capital Management, LLC. And Chief Operating Officer/Director of Business Development of Twin Securities, Inc. Kevin was also the founder of KenCole Capital. An investment bank boutique specializing in hedge fund structures. And marketing and served in senior marketing roles at both Pequot Capital and Sagamore Hill.

Lastly, Kevin graduated from Fairfield University with a B.S. in Biological Sciences. And from Thunderbird School of Global Management with a Masters in International Management.

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Today’s Noise – Why I ignore most of the world – “Intelligence consists in ignoring things that are irrelevant.” – Nassim Nicholas Taleb What is the meaning of Antifragile?