In this Rational Musings episode, Iman and Cyrus discuss antifragile principles of their favourite author - Mr Nassim Nicholas Taleb. The fellas dissect a Seeking Alpha article on managing an antifragile portfolio and also talk how to apply antifragile principles in daily life.

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Materials referenced

Seeking Alpha article: https://seekingalpha.com/article/4454512-7-rules-for-an-antifragile-portfolio

Taleb convexity article: https://www.edge.org/conversation/nassim_nicholas_taleb-understanding-is-a-poor-substitute-for-convexity-antifragility

Danial Vassallo Twitter: https://twitter.com/dvassallo?s=20&t=oQi_Tf63eVgWkw04MJ144Q

Naval on asymmetric opportunities: https://twitter.com/naval/status/1054984950192181248?lang=en-GB

Bill Ackman Netflix shareholder letter: https://assets.pershingsquareholdings.com/2022/04/20184527/Letter-to-Shareholders-4.20.2022.pdf

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Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/

We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.

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Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.

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