juan M

This is a list of people I follow regularly. I generally really like they way of thinking, and often like or agree with their opinions (not an endorsement of everything they say!). If you have similar interests than I it may be worth checking up on them. It’s a mix of twitter, newsletter and personal blogs.

I use twitter a lot, specially for following, and I typically tend to make sure I cover at least every post from this list of accounts: https://twitter.com/juan_m12i/lists/curated (I then follow almost 5.000 accounts, and that is more for serendiptity and relying on Twitter’s algorithms to show me stuff)

1. Zvi Mowshowitz (@TheZvi)
2. Nassim Nicholas Taleb (@nntaleb)
3. Matt Levine (@matt_levine)
4. Ben Evans (@benedictevans)
5. Patrick McKenzie (@patio11)
6. Others (to be continued)
   1. Paul Graham
   2. Dan Luu
   3. Byrne Hobart

Zvi Mowshowitz (@TheZvi)

He is part of the Rationalist community and often writes in https://www.lesswrong.com/, but definitely I try not to miss any of his posts of his own blog thezvi.wordpress.com (also in Substack). I started following him on his Covid posts, as I really liked his way to synthethize information, often including contradicting, and then apply Bayesian reasoning to calibrate specific individual insights and recommendations

Nassim Nicholas Taleb (@nntaleb)

Wrote Fooled By Randomness, The Black Swan, Antifragile and Skin in The Game (I have a signed copy of the latter), three books I really enjoyed (he also wrote a couple more books). He has a very peculiar writing style, both in his books but also in twitter. Many people are growing a bit fed up of his style lately on Twitter, but I keep tolerating some infrequent snafus and keep trying to follow his general threads.

Matt Levine (@matt_levine)

Subscription to his (mostly) dayly newsletter called Money Stuff in Bloomberg is a must if you have an interest in financial markets. From crypto, to SEC (“everything is securities fraud”), capital markets, activist investors (and meme-drive investment!) he writes in a fun and witty way (can start to get repetitive if you read it every day, but you also learn to skip those parts)

Ben Evans (@benedictevans)

Independent Analyst covering tech. Started as a Telecommunications market/companies analyst, had a stint at VC (in A16Z), and it’s quite active in twitter, a newsletter (which I mostly not follow these days) and a blog where he publishes essays from time to time and a yearly presentation on trends which is outstanding

Patrick McKenzie (@patio11)

He is a distinctive and unique character. Focuses on software engineering but also on how retail financial services work in the backoffice. A classic of his posts is Salary Negotiationtion: Make More Money, Be More Valued | Kalzumeus Software, and one of his general mantras is “charge more!”

Others (to be continued)

Paul Graham

Dan Luu

Byrne Hobart