There’s no higher aesthetic/intellectual achievement than calling your shots. Only a rare few have been able to do it.

- Jonah Peretti
- Li Lu
- Thiel
- Soros
- Keynes

Are a few who laid out theoretical world views early in their careers and then executed on them

Next level.
Li Lu has a structural advantage in investing via socio-historical treatise on modernization and the capital markets.

By deeply grasping these processes and how they relate in China/ America he’s been able to bridge the gap in a way no one else has.

http://www.himalayacapital.com/index_files/Li%20Lu%20on%20Discussion%20of%20Modernization%202016%20Final.pdf
In the Straussian Moment, Thiel developed on the theory of Girard and constructed it into his own apocalyptic Christian eschatology that him uncover a unique model of economic progress.

My friend @david_perell wrote the best summary on this. https://www.perell.com/blog/peter-thiel
Soros, with his Popperian Reflexology developed an epistemology of the mkt that allowed him to understand how ideas about reality alter reality itself.

Interesting to note that @nntaleb epistemology around uncertainty was also influenced by Popper. https://www.ft.com/content/dbc0e0c6-bfe9-11de-aed2-00144feab49a
Keynes, is the most famous example of this. He developed an entire school of economic thought which he then used to make a fortune in currency speculation in the 20s/30s.

https://www.amazon.com/General-Theory-Employment-Interest-Money/dp/198781780X
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