Event-driven: (i) investments with limited pricing transparency, and (ii) more liquid assets during periods of dislocation. My goal: find edge in these hairy / low-efficiency market dynamics, and deliver insights to readers.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 77 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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lazyvillager1.substack.comLatest Issues
[Podcast] Giver's Gambit: Episode 55
BTC as “TINA” (There Is No Alternative) - creating the case to be long following Jackson Hole and heading into September
Description:
[Short Note] Jackson Hole Preview
Hawkish, but not in the way everyone expects
Executive Summary -
[Podcast] Giver's Gambit: Episode 54
Managing the long trade & expectations going into Jackson’s Hole (is this the start of a new cycle?)
Description:
[Podcast] Giver's Gambit: Episode 53
Went on The Odyssey, came back to see Bessent front-run my Substack piece that I’ve been working on for a week... not cool. Why we’ve been long debasement assets (metals, BTC)
Description:
Return from Absence
Hello everyone -
The Knicks won the NBA cup, MSTR sold BTC and The Giver has once again had an unceremonious Q2 for the 3rd year in a row.
What happened
Toward the end of Q1, I had been dealing with a mix of vertigo, lower back pain, hea...
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Authors
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Creating excess reward per unit of risk. Special situations cross-assets, historically with a focus in crypto.
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