Tiger Gao & Policy Punchline

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September 2021

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Matt Levine recaps the GameStop saga...
Interview w/ the king of financial newsletter. Bitcoin foregrounded the value of sheer social coordination, and you can do it as many times as you want…
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Tiger Gao
Railroads need more money from the infrastructure bill...
Biden gives $80 billion to passenger rail. We need $50b just to maintain the current level & $300b to build next-gen. It's inadequate but also the best…
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Tiger Gao
Not surprised that Fed is surprised about inflation...
Inflation has been off-the-charts for so long – nobody knows what's going on anymore. Just take whatever data you need to justify your politics, and…
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Tiger Gao
Investors overestimated how deep the Covid crisis was gonna be...
Interview w/ Tony Yoseloff of Davidson Kempner on distressed investing in Covid, market froth, Robinhood, etc. "The market is a very powerful force…
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Tiger Gao
Interview with Bridgewater CEO David McCormick...
Why couldn't Bridgewater generate alpha? Is it cuz' the average employee no longer believes in Ray Dalio's Principles? David reflects on being fired…
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Tiger Gao
Shut up about Bitcoin, seriously…
We’re now in the age of excess when it comes to the media & investors talking about Bitcoin all day long cuz' they can't generate alpha elsewhere. With…
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Tiger Gao
You're not smarter than the crowd you try to play...
Interview w/ Ben Hunt from Epsilon Theory. The power of the crowd watching the crowd as social control, its Nth-order impact on market dynamics, and…
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Tiger Gao
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