I will be traveling a lot over the next two months: Copenhagen, Stockholm, London, Tallinn, Riga, Paris, London, Budva (Montenegro), Dubrovnik, and Budapest. If you live in one of the cities I am visiting, register here. One more thing. We are considering holding a
The Adagio of Spartacus and Phrygia may be the most romantic piece of music ever written.
Great take on working/living ... evolving dynamic always :). Enjoy the travelling and looking forward when you visit Vienna, Austria ... you won't be disappointed and I will be around for a chat :). Thank you for your writing, have a great summer!
Interesting piece. Investing is beautiful because there are no barriers to entry... one can study anywhere & anytime.
Regarding your planned train journey -rather first check quality of the train between Budva and Belgrade - not sure if there was any modernisation after end of Yugoslavia yet.
Thanks for sharing Vitaliy, always interesting to read about how the greats find their process.
Please give my regards to Sergey Guriev! He is indeed a brilliant, courageous man - one of my favorites form my times in Moscow. Esther Dyson
One of your best articles. I agree with everything, and add the following statement. Last days, I took a vacation in Cancun. As my therapist ordered me, I didn't touch any investing activity during these days. It was a relaxating trip (I needed that). But, I realized that I NEED my investing rutine (reading, watching investing videos, thinking, writing). I mean, my 'IQ rutine', that also fuels my 'conviction' (an EQ component).
So, I agree with you that an investor MUST travel (and have some relaxation, and alternative creativity). But we NEED an intelectual daily rutine. We can not transit an extensive period with NO IQ work (that could be extremely dangerous). Daily 'Brain Gym' should be a commandment.
An 'equilibrium' must be the rule; I mean, both powerful forces.
PD. When you travel to Buenos Aires (Argentina) let me know.
Thank you, btw how many analysts you have, how is the team set? thanks! Have a great summer!