Frederik Journals
Activity Overview
Episode publication activity over the past year
Episodes
Writing Stories Close to Life: Jared Dillian's Night Moves
06 Dec 2024
Contributed by Lukas
I talk to author, trader, and DJ Jared Dillian about writing, lives, and his new collection of short stories: Night Moves. This is a public episode. ...
🎙Audio: Searching for True Words
03 Apr 2024
Contributed by Lukas
This is a free preview of a paid episode. To hear more, visit www.frederikjournals.comThe Art of Alchemy is a reader-supported publication. Become a p...
Lyn Alden: Studying the Financial System
28 Dec 2023
Contributed by Lukas
My conversation with Lyn Alden, author of Broken Money.Twitter: @LynAldenContactDisclaimer: I write and podcast for entertainment purposes only. This ...
Nervous System Mastery with Jonny Miller
15 Aug 2023
Contributed by Lukas
I recently had the pleasure of speaking with Jonny Miller, writer, podcaster, and breathwork facilitator. Jonny wrote some of my favorite recent piece...
Cultivating the Creative Seventh Sense with William Duggan
17 Jun 2023
Contributed by Lukas
I had a chance to interview William Duggan, professor at Columbia Business School and author of Strategic Intuition. He explained how Kendo led him to...
Escaping the Caterpillar Pillar with Jared Dillian
28 May 2023
Contributed by Lukas
Hello everyone,I had the pleasure of chatting with Jared Dillian, author of The Daily Dirtnap and We're Gonna Get Those B******s, about his new bo...
Escaping the Caterpillar Pillar with Jared Dillian
28 May 2023
Contributed by Lukas
Hello everyone,I had the pleasure of chatting with Jared Dillian, author of The Daily Dirtnap and We're Gonna Get Those B******s, about his new book T...
So Far, So Good: Roy Neuberger's Long Walk Down Wall Street
15 Feb 2023
Contributed by Lukas
"What first led me to Wall Street was a desire to make money so I could buy great art and support artists. What I didn't know when I started is that w...
Drew Cohen of Speedwell Research: Deep Research and Business Counterfactuals
10 Feb 2023
Contributed by Lukas
Disclaimer: None of this is investment advice. I write and podcast for entertainment purposes only and this conversation reflects our personal opinion...
🎙Podcast: Paul Podolsky and The Paradox of Financial Fiction
22 Jan 2023
Contributed by Lukas
Hello everyone,I’m usually skeptical of fiction involving financial markets. To make it thrilling and get life and death stakes, the genre typically...
Paul Podolsky and The Paradox of Financial Fiction
21 Jan 2023
Contributed by Lukas
My conversation with Paul Podolsky author of Master, Minion and the Things I Didn’t Learn in School Substack. This is a public episode. If you'd lik...
🎙Audio Repost: Watching Game Tapes of History’s Best Entrepreneurs with David Senra
03 Jan 2023
Contributed by Lukas
Hello everyone,A few months ago, I had the pleasure of interviewing David Senra, host of the Founders podcast. David is incredibly high energy and aut...
Watching Game Tapes of History’s Best Entrepreneurs with David Senra of Founders Podcast
03 Jan 2023
Contributed by Lukas
This conversation was originally published at Compound. This is a public episode. If you'd like to discuss this with other subscribers or get access t...
🎙Audio Repost: Josh Wolfe. Using Doubt as Fuel and Bootstrapping an Enduring Partnership
22 Dec 2022
Contributed by Lukas
Hello everyone,A few months ago, I finally had the chance to record a conversation with Josh Wolfe of Lux Capital. This was published at Compound (I a...
Josh Wolfe, Lux Capital: Macro, Mentors, Motivation
22 Dec 2022
Contributed by Lukas
You can find a full transcript of this conversation at Compound. This is a public episode. If you'd like to discuss this with other subscribers or get...
🎙 Audio Repost: Patrick O'Shaughnessy. World Building with the Most Interesting People
18 Dec 2022
Contributed by Lukas
Hello everyone,A few months ago I had the pleasure of interviewing Patrick O’Shaughnesssy, the prolific host of Invest Like The Best, as part of my ...
World Building with the Most Interesting People with Patrick O'Shaughnessy
18 Dec 2022
Contributed by Lukas
You can find a full transcript of this conversation Compound (part I, part II). This is a public episode. If you'd like to discuss this with other sub...
Great Investors Build Networks and Never Stop Learning with Alix Pasquet III
07 Dec 2022
Contributed by Lukas
Alix Pasquet III is the Managing Partner and portfolio manager at Prime Macaya Capital.Disclaimer: The information contained in this summary has been ...
🎙Adam Mead, Author of The Complete Financial History of Berkshire Hathaway
18 Oct 2022
Contributed by Lukas
Hi everyone,The following is my conversation with Adam Mead, author of The Complete Financial History of Berkshire Hathaway. We talked about conglomer...
Adam Mead, Author of The Complete Financial History Berkshire Hathaway
18 Oct 2022
Contributed by Lukas
My conversation with Adam Mead, author of The Complete Financial History of Berkshire Hathaway. This is a public episode. If you'd like to discuss thi...
Julian Robertson: The Tiger Who Was a Wolf
26 Sep 2022
Contributed by Lukas
You can find the full essay on Julian Robertson at: neckar.substack.com/p/the-tiger-that-was-a-wolf-lessons This is a public episode. If you'd like to...
🎙Audio Repost: Reflections on the Investing Process with Michael Mauboussin
13 Sep 2022
Contributed by Lukas
You can listen to this conversation on Spotify, Apple, anchor (and via RSS) or find a full transcript at Compound.“This is the nature of what we do....
Reflections on the Investing Process with Michael Mauboussin
13 Sep 2022
Contributed by Lukas
This conversation was recorded in June 2022. You can find a full transcript at manual.withcompound.com. This is a public episode. If you'd like to dis...
Alix Pasquet: Learning for Analysts and Future Portfolio Managers
08 Sep 2022
Contributed by Lukas
Alix Pasquet III is the Managing Partner and portfolio manager at Prime Macaya Capital. Notes on substack. Presentation on youtube.Disclaimer: The inf...
🎙Marc Rubinstein of Net Interest: Fascinating Financials
21 Jun 2022
Contributed by Lukas
You can listen to the conversation on: Spotify, Apple, at anchor, and via RSS.Hi everyone,I am a big fan Marc Rubinstein and his Net Interest substack...
Marc Rubinstein of Net Interest: Fascinating Financials
21 Jun 2022
Contributed by Lukas
I am a big fan Marc Rubinstein and his Net Interest substack and was very excited to finally record a conversation with him. Marc previously covered f...
🎙Nick Maggiulli: Just Keep Buying
14 May 2022
Contributed by Lukas
Hello everyone,I’m happy to share my conversation with my friend Nick Maggiulli who writes the excellent personal finance blog Of Dollars and Data. ...
Nick Maggiulli: Just Keep Buying
14 May 2022
Contributed by Lukas
“We begin our lives as growth stocks and end our lives as value stocks.”I’m happy to share my conversation with my friend Nick Maggiulli who wri...
🎙Sebastian Mallaby and the Machine for Manufacturing Courage
05 May 2022
Contributed by Lukas
Hello everyone,I’m excited to share my second conversation with Sebastian Mallaby. Last time, we discussed his book More Money Than God. A quote fro...
Sebastian Mallaby and the Machine for Manufacturing Courage
05 May 2022
Contributed by Lukas
Hello everyone,I’m excited to share my second conversation with Sebastian Mallaby. Last time, we discussed his book More Money Than God. A quote fro...
🎙Mary Childs and her book The Bond King
22 Apr 2022
Contributed by Lukas
Hello everyone,I’m excited to share my conversation with Mary Childs, author of The Bond King (and co-host at Planet Money) on the rise and fall of ...
Mary Childs and her book The Bond King
22 Apr 2022
Contributed by Lukas
I’m excited to share my conversation with Mary Childs, author of The Bond King (and co-host at Planet Money) on the rise and fall of legendary bond ...
🎙Max Frumes: The Caesar's Palace Coup and Distressed Investing
15 Apr 2022
Contributed by Lukas
Hello everyone,I’m excited to share my conversation with Max Frumes, co-author of The Casesar’s Palace Coup (with Sujeet Indap). I’m a big fan o...
Max Frumes: The Caesar's Palace Coup and Distressed Investing
15 Apr 2022
Contributed by Lukas
I’m excited to share my conversation with Max Frumes, co-author of The Casesar’s Palace Coup (with Sujeet Indap). I’m a big fan of the book and ...
🎙Investors of Fintwit: Evan Tindell of Bireme Capital
07 Apr 2022
Contributed by Lukas
Hello everyone,I’m happy to share my conversation with Evan Tindell of Bireme Capital. I’ve enjoyed Evan’s thoughtful letters over the past coup...
Evan Tindell of Bireme Capital
07 Apr 2022
Contributed by Lukas
I’m happy to share my conversation with Evan Tindell of Bireme Capital. I’ve enjoyed Evan’s thoughtful letters over the past couple of years and...
🎙Conversation with Jimmy Soni about his book The Founders and the story of Paypal
25 Mar 2022
Contributed by Lukas
Happy Friday everyone!I’m very excited to share with you my conversation with Jimmy Soni. We discussed the many lessons from his new book The Founde...
Jimmy Soni, his book The Founders, and the many lessons of Paypal
25 Mar 2022
Contributed by Lukas
“PayPal started off as a product with no use case. Then we had a use case but no business model. Then we had to build a sustainable business.” Amy...
Will Thomson of Massif Capital: A Reshuffling in Real Assets
15 Mar 2022
Contributed by Lukas
This is my conversation with Will Thomson of Massif Capital, a long-short fund in real assets, and particularly the “sectors most important to a low...
Q&A with Massif Capital: A Reshuffling in Real Assets
15 Mar 2022
Contributed by Lukas
Hello everyone,Today I’m happy to share a conversation and written Q&A with Will Thomson and Chip Russell of Massif Capital, a long-short fund in re...
Dan McMurtrie on Resilience, Recovery, and Longevity in Investing (Re-upload at higher volume)
11 Mar 2022
Contributed by Lukas
This is a re-upload of the episode at higher volume after some feedback that the conversation was difficult to understand on some devices.I’m very e...
🎙Dan McMurtrie: Resilience, Recovery, and Longevity in Investing
11 Mar 2022
Contributed by Lukas
You can listen to the episodes at: Spotify, Apple, at anchor, and via RSS. Find Transcript here.Hello everyone.I’m very excited to share with you al...
Dan McMurtrie on Resilience, Recovery, and Longevity in Investing
11 Mar 2022
Contributed by Lukas
I’m very excited to share with you all a conversation with my friend Dan McMurtrie of Tyro Partners. The entire interview is about a topic that I be...
Weekly Workshop: Dave Nadig on Russian Stocks, Regime Change, War Trades, Mandelblatt, Pricing Power, Industrials, Twitter Snacks
05 Mar 2022
Contributed by Lukas
Hi everyone.Another week has gone by and the war in Ukraine continues. It feels self-indulgent to even write about investing from the comfort of a saf...
David Tepper: The King of Bouncing Back
19 Feb 2022
Contributed by Lukas
I'm reading my full piece David Tepper: The King of Bouncing Back and key takeaways from the second part, What I Learned From David Tepper. You can fi...
🎙Tom Morgan: The Voice Telling You It's Time To Move
09 Feb 2022
Contributed by Lukas
Hello everyone.Today I’m joined by my dear friend Tom Morgan for a wide-ranging conversation around finding flow, recognizing resonance, the idea of...
Tom Morgan: The Voice Telling You It's Time To Move
09 Feb 2022
Contributed by Lukas
Today I’m joined by my dear friend Tom Morgan for a wide-ranging conversation around finding flow, recognizing resonance, the idea of moloch and sla...
Conversation with Rob Wertheimer: Studying Great Industrials & Searching for Compounders
28 Jan 2022
Contributed by Lukas
Hello everyone.I’m very excited to share my conversation with Rob Wertheimer of Melius Research and one of the co-authors of Lessons from the Titans...
Conversation with Rob Wertheimer: Studying Great Industrials & Searching for Compounders
28 Jan 2022
Contributed by Lukas
I’m very excited to share my conversation with Rob Wertheimer of Melius Research and one of the co-authors of Lessons from the Titans (my notes)I re...
Conversation with William Green: Mastering Your Mind, Resilience, and Great Investors as Practical Philosophers
10 Dec 2021
Contributed by Lukas
You can find the episode on: Spotify, Apple, Google, RSS, and anchor.“It's all about how you gain control over your mind. It's all an inside job.”...
William Green: Mastering Your Mind, Resilience, and Great Investors as Practical Philosophers
10 Dec 2021
Contributed by Lukas
I’m very excited to share my conversation with William Green (@williamgreen72), the author of RICHER, WISER, HAPPIER: How the World's Greatest Inves...
Kirk Kerkorian and the Lessons of Leverage
02 Dec 2021
Contributed by Lukas
“Life is a big craps game. I've got to tell you, it's all been fun.”This is a companion piece to my writeups of Kerkorian's story (part I, part II...
Gratitude, Desire, and a Money Paradox
27 Nov 2021
Contributed by Lukas
I'm reading my latest piece, Gratitude, Desire, and a Money Paradox.“Desire is a contract that you make with yourself to be unhappy until you get wh...
Author Sebastian Mallaby on Understanding Legendary Investors
19 Nov 2021
Contributed by Lukas
Hello everyone.I’m very excited to share my conversation with Sebastian Mallaby, the Paul A. Volcker senior fellow for international economics at th...
Sebastian Mallaby: Understanding Legendary Hedge Fund Investors
19 Nov 2021
Contributed by Lukas
I’m very excited to share my conversation with Sebastian Mallaby, the Paul A. Volcker senior fellow for international economics at the Council on Fo...
Conversation with Dominique Mielle, Author of Damsel in Distressed
04 Nov 2021
Contributed by Lukas
Disclaimer: The following content is provided for educational purposes only and does not contain investment advice. It is purely subjective. Always do...
Author Dominique Mielle: Damsel in Distressed
03 Nov 2021
Contributed by Lukas
Dominique Mielle was a partner and senior portfolio manager at Canyon Capital, a $25 billion fund, where she worked for twenty years. In this episode ...
Interview with David Clarke, author of the unpublished Floyd Odlum biography
08 Oct 2021
Contributed by Lukas
Hi all,This is my conversation with David Clarke who spent many years researching Floyd Odlum’s story. You can find an outline of his work and effor...