Concepts and Insights:
- Subscription model for content creators may overtake legacy media
- Content curation will be important in the future
- Personal goal to drink less and lose weight before a specific event
Investment Strategies:
- Portfolio allocation: 67% NTSX, 33% CTA
- Return stacking concept mentioned
- Diversification principle: Uncorrelated return streams are unlikely to all go down at once
- Strategy acts as a hedge against inflation, which can impact the 60/40 portfolio
Portfolio Breakdown:
- 60.3% Equities
- 40.2% Bonds
- 33% CTA
Connections and patterns:
- The notes combine personal goals with financial strategies, suggesting a holistic approach to life planning.
- There's a focus on both traditional and alternative investment strategies, indicating a diversified approach to portfolio management.
- The mention of content creation and curation alongside investment strategies might suggest an interest in the changing landscape of media and its potential impact on financial markets or personal finance.