Trading Journal (Archived)
Trading Journal (Archived)
David Li
Documenting ideas for future conviction and/or revision.
Update: Migrating To Different Podcast (Same Name, Hosted Through Anchor)
Shifting recording to Anchor for greater analytics and content control. Thank you for listening on this platform, and I look forward to continuing to share my thoughts in a sincere manner. Download the Callin app for iOS and Android to listen to this podcast live, call in, and more! Also available at callin.com
May 27, 2022
2 min
4/15/2022: Brand Provides Most, Certainly In Gaming
There is an argument that Roblox will nullify legacy publishers like Take Two or Nintendo, but IP is non fungible and finite, creating a moat for those that hold it. Download the Callin app for iOS and Android to listen to this podcast live, call in, and more! Also available at callin.com
Apr 15, 2022
37 min
4/5/2022: TikTok Moving Up The Social Graph
TikTok's new Stories feature moves it up the social graph, when it has and is the disruptor. Download the Callin app for iOS and Android to listen to this podcast live, call in, and more! Also available at callin.com
Apr 5, 2022
20 min
4/2/2022: Risk, Howard Marks
Howard Marks' recent remarks shows a comprehensive overview of risk, and the need to be humble and ever learning. Download the Callin app for iOS and Android to listen to this podcast live, call in, and more! Also available at callin.com
Apr 2, 2022
9 min
3/25/2022: Breaking WhatsApp, Algorithms All The Way Down, And Internet Zero Sumness
Meta's new Instagram timeline changes signal focus on algorithmically selected content, the internet is non zero sum but entertainment is, and the EU works towards breaking US tech monopolies. Download the Callin app for iOS and Android to listen to this podcast live, call in, and more! Also available at callin.com
Mar 25, 2022
39 min
3/17/2022: "Stability Destabilizes", "The Worse The Better"
Was lucky enough to listen to Janan Ganesh of the Financial Times speak, two quotes of his stood out. Download the Callin app for iOS and Android to listen to this podcast live, call in, and more! Also available at callin.com
Mar 18, 2022
24 min
3/8/2022: Russian Sanctions And Generalizability
The application of sanctions on Russia is not generalizabile to all other contexts. Download the Callin app for iOS and Android to listen to this podcast live, call in, and more! Also available at callin.com
Mar 8, 2022
29 min
2/19/2022: Spotify, Universal Music, and Unnecessary Risk Factors
The risk to Spotify of a music provider like UMG leaving gets talked about, but it's arguably not a pertinent risk, and what other risks do I over and underappreciate? Download the Callin app for iOS and Android to listen to this podcast live, call in, and more! Also available at callin.com
Feb 19, 2022
17 min