Looking for more episodes? Check all of our episodes right here below!
The Joy of the Game, & The Great Simplification
In this reflection, I explore why longevity in this business requires genuinely loving the "mundane" work—plotting charts, reading research, and tinkering with data—rather than just grinding for a paycheck. I draw parallels between my trading journey and starting Brazilian Jiu-Jitsu in my ...
Getting Centered, The China Pivot, & Commodity Breakouts
In this episode, I talk about the discipline of "getting centered"—why nothing good ever comes from FOMO or fear, and how I train myself to sit on my hands until the setup is perfect. I break down my recent long positions in Chinese equities (betting on the sentiment pendulum swinging back) and why ...
Building a Stock Sentiment Tracker: Pivoting from Seeking Alpha to Reddit
I’ve been working on a new project this week using the "Yutori Navigator" API. The original plan was to scrape Seeking Alpha articles for comment volume and upvotes to catch market sentiment, but I realized they guard their data too closely, so I switched to Reddit. I'm having much bet...
6 AI Projects I'm Building: Killing QuickBooks, Automating Substack & Trading Tools
People often ask what I’m actually building with AI all day. In this episode, I break down the 6 active projects I’m coding right now to automate my work and save money: The QuickBooks Killer: Replacing a $30/month subscription with a custom Python & Plaid script for automated tax reporting. Con...
The "Top Player" Rule & 4 Other Lessons
I’ve been refining my process for longer-term holds, and the market just handed me 5 painful but valuable lessons. In this episode: Management Integrity: If they miss guidance, get out. Buy the Leader: Don't nurse the loser (NVO) when the winner (LLY) is running. Positioning: Be okay with half-s...