Links - 10/31/2023

“There aren’t many times in a lifetime when you know you’re right, and you know you have one that’s really going to work wonderfully. Maybe five, six times in a lifetime you get a chance to do it. And people that do it two or three times early all go broke because they think it’s easy. In fact, it’s very hard and rare.” —Charlie Munger

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Robin Hood NYC 2023 Fireside Chat Stan Druckenmiller and Paul Tudor Jones (video) (LINK)

Bridgewater Co-CIO Greg Jensen on the Outlook for Economies and Markets (video) (LINK)

Value After Hours Podcast, with guest Chris Pavese (video) (LINK)