TIP388: Lessons from Druckenmiller w/ Trung Phan

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By Stig Brodersen and The Investor's Podcast Network. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

IN THIS EPISODE, YOU'LL LEARN:

  • 05:16 - The biggest takeaways from his discussion with Stan.
  • 26:35 - Trung's background in real estate in Asia with thoughts on Evergrande.
  • 38:16 - What opportunities are most exciting.
  • And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES:

  • Michael Pettis on Evergrande.
  • Frederick Neckar on Druckenmiller's conviction.
  • Jack Butcher's $200k NFTs for charity.
  • Trey Lockerbie's Twitter.
  • Trung Phan's Twitter.​
  • Preston, Trey, & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.
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