Frederik G.
Diary of a wandering soul. 🌀. Click to read "Frederik G.", by Frederik Gieschen, a Substack publication with tens of thousands of subscribers.
- Posts
- 411 from 22 Jul 2020 to 11 Oct 2026
- Posting
- monthly (11 in the last year)
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- personal blog
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2026 9
2025 46
- Feeling the weight of the world.
- Why I don't ask ChatGPT about my dreams.
- Starseed's prayer.
- Blessed are they who walk in the light.
- Your voice is magic.
- The path of truth.
- Money is freedom. (Or is it?)
- Permission to burn.
- New name, musings, and my favorite recent reads.
- Writing from the heart.
- The joy of open spaces (Road note 3: Wyoming)
- Sacred rocks and parking lots.
- The gifts of presence. (Road Notes #1: Colorado)
- Walk like a man, stand like a tree.
- Befriending the soul.
- Moving beyond words.
- 📚 Final chance to pick up free books (mostly finance, NYC only)
- Dancing with gravity.
- Liminal space and owning your dreams.
- Witnessing the unspeakable you.
- Next Mindbody Writing Wave + Five Journaling Prompts
- Have you written about that?
- Labyrinth: join me to write & connect (an experimental event)
- 📚FREE BOOKS in NYC! (Stop by & pick them up)
- Do not get side-tracked
- The weight and the mask.
- Think Deeply, Write Clearly: Language, Laughter, and Sensemaking with Brian Morgan.
- Mindbody Writing: What I learned breaking pens and tearing pages.
- Spiritual awakening to a video game soundtrack?
- Catching lightning.
- Updates: Price change, Experiments, Let's chat, Some reading
- Inner Dialogue Journaling.
- The momentum of mission.
- Surrendering to experiments
- Buffett & Munger Unscripted with Alex Morris of TSOH Investment Research
- The age of pen and paper
- Essays on writing, life, and my journey.
- There are no problems.
- Writing is transformation.
- Buffett's Blueprint
- The Tao of money.
- Don't be the Bryan Johnson of money.
- In spite of time.
- The Struggle for Home
- The energy of legacy. (Taylor Sheridan's lightbulb moment)
- Everything is a Room
2024 62
- Revisiting 2024: Favorite Posts and Quotes
- Ben Graham's Duplex
- My Greatest Fear (Wrestling with Faith and Fate)
- Until the Heart Catches
- Money is a Test (What Money Means)
- Why I Write (An Invitation)
- Writing Stories Close to Life: Jared Dillian's Night Moves
- The Price of Passion (Life is like a jar of marbles)
- The Moment that Made Louis C.K.'s Career
- Al Pacino and the Weight of Wealth
- René Girard and the Port Strike Revelation
- ☕📱Let's Chat on Zoom; Talent vs. Endurance: Haruki Murakami and Leonard Cohen
- Setbacks are Inevitable, Defeat is Optional: The Strength of Leonard Cohen
- What Money Asks Of Us (The Three Money Realities)
- The Prophecy of Rust Cohle
- Dying Without Regrets (How to See Yourself Like a Writer)
- The Truth Sifters
- We're Not Mozart and Mentorship is Important
- The Lesson of Obsession: Robert Caro and Mr. Beast
- Why Fortunes Are Lost (Why Money Work is Inner Work)
- How Eighty-One Dollars Made Lyndon Johnson
- Investors Are Like Mountaineers
- 🚶♂️➡️Silent Pilgrim (Allgäu-Zillertal)
- Telling Air from Glass
- Kreuzberg, New York, and the Momentum of Energy
- America's Richest Printer
- 🚶Berlin & ✍️David Milch’s Favorite Writing Exercise
- Chief Survival Officers
- David Milch and the Alchemy of Writing
- Green-Wood Cemetery, Opa, the Writer's Oddness, “Leave Malaya”
- Jerry Seinfeld, Watchmaker
- The Way South
- The Banker and the Fisherman
- Travel and the Anxiety of What Remains Unread
- Confident Communicators: What Roaring Kitty and Warren Buffett can teach us about the games we play
- The Games We Play
- How Losses Made Legends
- Trading Places Was Real!
- The Meme Every Investor Needs to Grasp
- Reflections on Writing, Grinding, and Money
- The Algorithm Behind Jim Simons's Success
- 🚶♂️Writing Walks and the Awe of Spring
- Maslow's Lighthouse: Strive for Mastery, Not Money (the money will follow)
- How to Find a Partner like Charlie Munger
- How the Search for Secular Cathedrals Is Emptying Our Wallets Without Filling Our Hearts
- Lessons from the Ultra-Wealthy
- ☕ The Gift of Listening: Meet for Coffee, Egg Tarts, or Zoom
- The Skillfulness of Stillness
- 🎙Audio: Searching for True Words
- Searching for True Words
- The River and the Silence
- 🎙The Birds and the Wasteland (Audio)
- The Birds and the Wasteland
- How to Find Your Voice
- Night Season
- 📚Salon: Reading for Pleasure and Going Beyond Words: Events, Practices
- Escaping The Midwit Trap
- In Search of Ozymandias
- ☕ Let's Get Coffee 🗽
- Reflections: The Lessons of 2023
- Revisiting 2023: Books and Podcasts
- The Path of Fear (plus my favorite year-end exercise)
2023 92
- 🎙Lyn Alden: Studying the Financial System
- Lyn Alden: Studying the Financial System
- In the Land of Triggers (Merry Christmas🌟)
- The Writing Mission (is to be curious), a New Covenant, and Twelve Questions
- The Infinite Ladder
- 📚 The Tragedy of Good Ideas Taken Too Far
- Farewell to Charlie Munger
- Marshmallow Mind
- Gratitude, Admiration, and Your Life in 10,000 Days🦃
- ✍Journal. Relationships, Teachers, 'Sacred' Spaces, and Learning from Chris Davis, Reece Duca, Scott Bessent, Aswath Damodaran, and Morgan Housel
- Ed Thorp: Survival of the Fittest Mind
- The Paradox of Happiness
- Wisdom to start your week: Stanley Druckenmiller and Charlie Munger
- 11 Things I Learned About Investing
- The Roman Empire Fallacy
- Weekend Journal: Smoking for the Mind, Gratitude, Todd Combs, Buffett in a Nutshell, 👉NYC Sound Meditation
- 📚 Broken Money: Lyn Alden's Financial Inevitabilities
- ✍Journal: Reflections on Patience, Perspective, and Meaning
- 📚 Family of Value: The Davis Dynasty
- Five lessons from Peter Brown, CEO of Renaissance Technologies
- Three Years Of Writing Online
- Focus: The Last Superpower?
- Journal: Beal, Infinite Loops, and Asymmetry in Work and Life
- High Roller: Lessons from America's Richest Banker
- 🎙Podcast: Nervous System Mastery with Jonny Miller
- Nervous System Mastery with Jonny Miller
- Behind The Curtains of Buffett's Life with Alice Schroeder
- The Maze
- The Pritzkers: Buffett's Blueprint
- Working Without Working: The Creative Night Shift
- Filtering The Idea Funnel
- The Courage to Stand Out: Sam Zell's Contrarianism
- 🎙Cultivating the Creative Seventh Sense with William Duggan
- Cultivating the Creative Seventh Sense with William Duggan
- Surviving Markets: Why Great Investors Are Rare
- 📚How Fortunes Are Made: Revisiting From Predators to Icons
- 📚 Wrestling With Intuition (Can You Cultivate Flashes of Insight?)
- Meditations: Three Mantras I Like
- Escaping the Caterpillar Pillar with Jared Dillian
- Escaping the Caterpillar Pillar with Jared Dillian
- A Simple Framework for Wealth
- 🎙️Community Conversation with Alix Pasquet III: How To Be a Great Analyst
- Great Investors See Things Differently (Are Mental Models Actually Pointless?)
- Bahamas, Bank Runs, Buffett vs. Druckenmiller
- Stanley Druckenmiller is not a happy camper (speeches at Sohn & USC Marshall)
- ☕ Community: Travel Meetups (Nassau, Berlin) & WhatsApp
- The Virtues of Great Investors: Mark Sellers and Jason Zweig (How is Your Writing?)
- Dark Buffett, Buying Banks, Jewish Treasury Bills, and Amex's Float: More Alternate History
- Berkshire Hathaway Annual Meeting Best Of
- Pain As A Teacher
- 👉 Registration: Private Discussion and Q&A with Alix Pasquet III on May 2nd
- Are You Building Your Reservoir?
- 🌄 Community events update
- What if? Warren E. Buffett, An Alternate History
- 📚 Can't Escape the Capital Cycle
- RSVP Poll
- We Carry Our Own Cage (Hangout RSVP and The Painted Bird)
- 👏 Hanging Out and/or Live Q&A
- The Price of Being a Professional (Succession, Steven Pressfield, and, of course, Buffett)
- 📚 Make Something Wonderful: Steve Jobs in his own words
- Beware the Mask You Wear
- The Derivative Thinker (Robert Wilson, Part II)
- Falling Out Of Life
- Highlights from Charlie Munger's Conversation with Todd Combs (2022 Singleton Prize for CEO Excellence)
- Real Growth is Scary as Hell
- Buffett's Lectures at the University of Notre Dame (1991)
- Robert Wilson and The Danger of Hubris
- Statistically Speaking, You Are The Patsy
- Cranking The Learning Machine Up To 11
- 📚 Could You Bear Being the Sidekick?
- Enough: The Forgotten Lesson of Ben Graham's Life
- The Lonely Search for Purpose
- 📰 Peter Lynch: Confessions of an Investaholic (1990)
- 📚 So Far, So Good: Roy Neuberger's Long Walk Down Wall Street
- So Far, So Good: Roy Neuberger's Long Walk Down Wall Street
- The 'Berkshire System': Life Advice From a Shareholder Letter
- 🎙Drew Cohen of Speedwell Research: Deep Research and Business Counterfactuals
- Drew Cohen of Speedwell Research: Deep Research and Business Counterfactuals
- 📰Henry Singleton in 1978: “The Sphinx Speaks”
- Was Tepper Wrong? Liquidity, Timing, and the Keynesian Beauty Contest
- Michael Platt Addendum: Inside the Trader's Mind
- 📰 Bill Ackman's First Profile (1993)
- Hedge Fund Investing is Hard & Michael Platt's Obsession with Risk
- 🎙Podcast: Paul Podolsky and The Paradox of Financial Fiction
- Paul Podolsky and The Paradox of Financial Fiction
- David Einhorn: The Pequod Returns Home
- Thinking About the Tail End and the Long-Term. With Mark Leonard, Nick Sleep, Druckenmiller, Buffett and Reinsurance, Paul Tudor Jones, Alix Pasquet
- Buffett Profile from 1979: "The investor's investor"
- 📚 How To Invest by David Rubenstein.
- 🎙Audio Repost: Watching Game Tapes of History’s Best Entrepreneurs with David Senra
- Watching Game Tapes of History’s Best Entrepreneurs with David Senra of Founders Podcast
- 2022 Recap: A Foggy Road Is Still A Road
2022 108
- Sitting With Uncomfortable Questions: A Different Kind of Year-End Review
- Phil Stutz's Tools for Life
- 🎙Audio Repost: Josh Wolfe. Using Doubt as Fuel and Bootstrapping an Enduring Partnership
- Josh Wolfe, Lux Capital: Macro, Mentors, Motivation
- Back in Germany
- 🎙 Audio Repost: Patrick O'Shaughnessy. World Building with the Most Interesting People
- World Building with the Most Interesting People with Patrick O'Shaughnessy
- Between Rest and Overdrive: Are Great Investors Lazy?
- Great Investors Build Networks and Never Stop Learning with Alix Pasquet III
- Great Investors Build Networks and Never Stop Learning with Alix Pasquet III
- Herald of the Change
- Magic Words in the World of Magic Money
- 📚Investment Library: The Money Game
- The Hustler: Lessons from a Young Warren Buffett
- On The Other Side of Bubble Mountain
- Getting out of Your Own Way
- What Creates Opportunity?
- 🎙Adam Mead, Author of The Complete Financial History of Berkshire Hathaway
- Adam Mead, Author of The Complete Financial History Berkshire Hathaway
- 📚No Grand Strategy: The Complete Financial History of Berkshire Hathaway
- 📰Inside the Mind of Young Seth Klarman (1991 Interview)
- The Evolution of Endowment Investing
- Thinking About the Next Warren Buffett
- Stanley Druckenmiller at CNBC Delivering Alpha
- Julian Robertson: The Tiger Who Was a Wolf
- 🎙Audio: Charlie Bluhdorn: The Conglomerate Boom's Tragic Hero
- Charlie Bluhdorn: The Conglomerate Boom's Tragic Hero
- Stanley Druckenmiller with David Novak
- Follow-Up: Alix Pasquet and the Learning Mindset (Presentation, Transcript, Q&A)
- Stanley Druckenmiller and Alex Karp of Palantir
- 🎙Audio Repost: Reflections on the Investing Process with Michael Mauboussin
- Reflections on the Investing Process with Michael Mauboussin
- 🎙Audio: Focus and Finding Your Favorite Problems
- Focus and Finding Your Favorite Problems
- Alix Pasquet: Learning for Analysts and Future Portfolio Managers
- 🎙 The Learning Mindset for Investors with Alix Pasquet
- 🎙Audio: The Tiger That Was a Wolf: Lessons From Julian Robertson
- Julian Robertson: Lessons From the Tiger Who Was a Wolf
- 🎙Audio: Picking Stocks Like Warren Buffett
- Picking Stocks Like Warren Buffett
- Organizing your mental kitchen for information FOMO (Building A Second Brain)
- Family Business
- Travel Note: View from the Peak
- "A path opens to those who are honest."
- Time for a walk (taking a summer break)
- Commodities Corporation: Traders, Innovators, and Making a Virtue out of Necessity
- Money: One Hell of a Drug. Empire of Pain: The Secret History of the Sackler Dynasty
- Workshop Note: Collecting Art, The Family Office Seeding KKR, Jim Simon's 5 Principles, Buffett's Energy Bets
- Minds of the Market
- 🎙Marc Rubinstein of Net Interest: Fascinating Financials
- Marc Rubinstein of Net Interest: Fascinating Financials
- Q&A with Nelson Wu of Open Square: Energy and Uncomfortable Dinner Conversations
- Stanley Druckenmiller is Taking a Break (Maybe You Should, Too?)
- Josh Wolfe, Venture Capital's Passionate Skeptic
- Q&A with Scott Reardon: Great Investor Track Records
- The Market Has No Memory. Should We?
- George Soros: A Life In Full
- Workshop Note: Bear Market Traps🐻
- 🎙Nick Maggiulli: Just Keep Buying
- Nick Maggiulli: Just Keep Buying
- One Year In: Man Against Market
- Liquidity, Market Signals, and Capital Cycles: Druckenmiller's Interviews of 1988 and 2018
- 🎙Sebastian Mallaby and the Machine for Manufacturing Courage
- Sebastian Mallaby and the Machine for Manufacturing Courage
- Buffett's first major TV interview and 5,106 pages of wisdom
- When to listen to markets? Druckenmiller, Diversity, and the Debate over 1987
- 🎙Mary Childs and her book The Bond King
- Mary Childs and her book The Bond King
- Does Wall Street Need New Storytelling?
- 🎙Max Frumes: The Caesar's Palace Coup and Distressed Investing
- Max Frumes: The Caesar's Palace Coup and Distressed Investing
- Stanley Druckenmiller, Part 3: The Crash of 1987
- 🎙Investors of Fintwit: Evan Tindell of Bireme Capital
- Evan Tindell of Bireme Capital
- Fintwit's Tipping Point?
- What I Learned From Studying Michael Price
- Subscriber Poll: Sebastian Mallaby, Ask Me Anything, Content & Frequency, Audio
- Stanley Druckenmiller, Part 2: It's Good To Be Interesting
- 🎙Conversation with Jimmy Soni about his book The Founders and the story of Paypal
- Jimmy Soni, his book The Founders, and the many lessons of Paypal
- Weekly Workshop: Insomnia, ValueHive Podcast, Michael Price, Michael Mauboussin, Pierre Andurand
- Stanley Druckenmiller, Part 1: The Young Gun Finds His Game
- Will Thomson of Massif Capital: A Reshuffling in Real Assets
- Q&A with Massif Capital: A Reshuffling in Real Assets
- Weekly Workshop: Longevity and the Search for Equilibrium
- 🎙TRANSCRIPT: Dan McMurtrie: Resilience, Recovery, and Longevity in Investing
- Dan McMurtrie on Resilience, Recovery, and Longevity in Investing (Re-upload at higher volume)
- 🎙Dan McMurtrie: Resilience, Recovery, and Longevity in Investing
- Dan McMurtrie on Resilience, Recovery, and Longevity in Investing
- Weekly Workshop: Dave Nadig on Russian Stocks, Regime Change, War Trades, Mandelblatt, Pricing Power, Industrials, Twitter Snacks
- Weekly Workshop: Ukraine, Icahn, Warren and Charlie, Caesar’s Palace, Lion Tracker, Twitter Snacks
- Thinking About Endgames
- David Tepper: The King of Bouncing Back
- 📚: The Power Law: A History of Systematic Serendipity and Grand Slams
- Kai Wu of Sparkline Capital: Tackling Difficult Questions With Unstructured Data
- 🎙Tom Morgan: The Voice Telling You It's Time To Move
- Tom Morgan: The Voice Telling You It's Time To Move
- What I Learned From David Tepper
- David Tepper: The King of Bouncing Back
- Workshop Note: Reality Tunnels
- Conversation with Rob Wertheimer: Studying Great Industrials & Searching for Compounders
- Conversation with Rob Wertheimer: Studying Great Industrials & Searching for Compounders
- 📚 Lessons from the Titans: Studying Great Industrial Companies
- JAB and the Family Office Conundrum
- Workshop Note: Culture & Conditions
- Michael Bloomberg: Fintech’s People Person
- Workshop Note: Learning (And Failing?) in Public with Jim O'Shaughnessy
- The New Year’s Conundrum
2021 82
- Going Pro: A Recap of 2021.
- Henry Ellenbogen’s Playbook for Durable Growth
- The No-Nonsense DAO Q&A with Kash Dhanda
- Workshop Note: On Ambition
- Transcript: Conversation with William Green: Mastering Your Mind
- Conversation with William Green: Mastering Your Mind, Resilience, and Great Investors as Practical Philosophers
- William Green: Mastering Your Mind, Resilience, and Great Investors as Practical Philosophers
- Sumner Redstone: Winning Above All Else.
- Kirk Kerkorian and the Lessons of Leverage
- Workshop Note: Lehrgeld
- Bill Miller’s Journey (Part II): Lessons of Triumph and Tragedy.
- Gratitude, Desire, and a Money Paradox
- Gratitude, Desire, and a Money Paradox
- Kirk Kerkorian: The Lessons of Leverage (Part II)
- Author Sebastian Mallaby on Understanding Legendary Investors
- Sebastian Mallaby: Understanding Legendary Hedge Fund Investors
- Workshop Note: Wen Rich, Ser?
- Clutter and the Clean Slate.
- The Rise of Media-First Investors
- The Nomad Partnership Letters (Nick Sleep, Zak Zakaria)
- Workshop Note: A Weird Initiation
- Conversation with Dominique Mielle, Author of Damsel in Distressed
- Author Dominique Mielle: Damsel in Distressed
- Bill Miller: An Investor's Evolution (Part I)
- The Reading Obsession
- Workshop Note: Squid Game
- Kirk Kerkorian: The Lessons of Leverage
- Workshop Note: Inventing Yourself
- David Geffen: Capitalizing on Talent
- Table of Contents
- Workshop: Taking Stock
- Interview with David Clarke, author of the unpublished Floyd Odlum biography
- Q&A with Author Luke Burgis
- Workshop Note
- The Complex Case of Floyd Odlum
- The Milken Way
- Mistakes were made (I did a dumb thing)
- Zooming in on history
- Have I Got Your Attention Now?
- Marc Rich, Part II: Profits over Politics
- Marc Rich, Part I: Riches in Regime Change
- Betting on change
- The Crash of 1987: Julian Robertson’s Test of Conviction
- The Most Important Insight(s)
- Bernard Arnault: Empire Builder
- Business History with Gary Hoover
- 📚 Studying Predators
- The Rise of Bernard Arnault
- Workshop Note and Thinking about Desires
- A Legacy Transformed: John Elkann’s Journey
- Workshop note
- The Chobani Story
- Dealing With Mistakes
- How to move on (but faster)
- George Soros's Layers of Conviction
- Accepting Rejection
- How Craig McCaw Pioneered the Wireless Age
- The Beauty of Vulnerability
- Ready to go
- Barry Diller’s System of Discovery, Debate, and Development. Part II.
- Barry Diller’s System, Part I: Diller’s Roots.
- A Big Announcement: Going Pro.
- The Scarcity Struggle
- Divorce, Denial, Dissonance Reduction
- Where did the time go?
- Weekly Note: Personal News, Reading, Podcasts, Some Sleuthing
- The College Friends Who Bet Their Way to Billions
- Emerging Manager Addendum & Stuff I Loved
- Attempting the Impossible
- Personal Note and Poll (+Weekly Learning)
- A Call to Adventure (#23)
- Stalking Bubbles: Paul Tudor Jones, 1987-1990
- New Paths (#21)
- Barry Diller's Beginner's Mind
- Dangerous Distractions (Notes #19)
- Thinking Big: Lawrence Stroll's Race to the Top
- WSB & GameStop: The Market's 'OK Boomer' Moment (#17)
- La Casa Del SPAC (#16)
- People & Ideas (#15)
- Boone Pickens: High Stakes Games in a Tough Industry (Part I)
- People & Ideas (#13)
- Alexander Tamas: the VC you've never heard of
2020 12
- Weekly Wrap (#11)
- Weekly Wrap (#10)
- Birds of a Feather (Dyal, Owl Rock, and a SPAC?)
- How do you like the View?
- Risk Taker: Irwin Simon's Recipe for Deals
- Bai: The Power of "Pure" Passion
- Reginald Lewis: Bootstrapping Buyouts
- What George Soros and Steve Jobs Can Teach Us About EV Stocks
- S-1's, Predicting the Future, Tabletop Gaming Meets AI, Learning with Eddie Lampert
- A Big Mac Fortune: How Den Fujita Brought Global Brands to Japan
- Yes Before No: How Dan Gilbert Conquered Mortgage Lending (#1)
- Neckar's Substack