The difference between somebody who's really, really good and somebody who can't make it is not that great.

Goldman Sachs, senior chairman and former CEO Lloyd Blankfein.

Your portfolio as a pie chart, what does it look like right now?

I invest in risky assets. That's what's fun for me. I would say that 98% are equities.

What are some of your biggest holdings? This is going to be controversial. I don't know who I'm going to upset, but you know, it's like... Are you trading every day? Yes. That's crazy. No, it's not. It's like taking a lot of discipline not to look at my screen while I'm talking. Right now. It's like that... So you're bullish on big tech. Anything else? It's been good to be bullish on big tech and I'll stop being bullish on it when it stops going up. What did the people who couldn't outperform? What did the bottom half have in common?

The bigger takeaway is that...

I feel like I can rule the world. I know I could be what I want to. I put my all in it like

no days off. On a road, let's travel, never looking back. The reason why it's interesting to talk to you is because I'm pretty good at building companies.

You know, I built a company that was doing almost 20 million to revenue by the time I was 31.

But I'm like, I don't know anything when it comes to investing.

My portfolio is basically 80.

Nobody knows anything.

Well, that's what I've learned.

But it seems like you know a lot.

Because I'm so on the inside, unlike a lot of people, I know nobody knows anything, whereas everybody else just wonders. Well, that's cool. And so I'm going to ask you a ton of questions, and it's going to come from a perspective of like, I actually don't know what I'm doing. The majority, my portfolio, which I actually think is smart, is just 90% index, 10% bonds. Well, that's sensible.

But you day trade, which I thought was hilarious. Two things. One, I'm a pro at it. I mean, this is what I did my, you know, only for the last four or five decades. And the other thing is that nothing hugely positive or usually negative is going to affect my life. Yeah. So to me, it's like a hobby. What age were you when you felt that?

You grew up in the project, so I always, I wouldn't say that I felt poor, but I certainly was incapable of feeling well to do. I can't even say the R word, rich. I can't. It's hard for me to even to say it. But, you know, by any metric, I have been that way for, you know, for a long time, but I never feel that way.

I mean, I'm still trapped in that mindset, you know, the kid from the projects. So your father was a postal worker. I think you said you were an urban hick, which I liked. Grew up in East New York, Brooklyn, you know, at the end of two, you know, you know, two subway lines and a bus in the eastern part of Brooklyn.

You know, growing up, I think I went to, I think I went to Manhattan three times.

I never left the country, didn't fly on an airplane until after I left school and stuff.

Yeah, I was pretty provincial.

It turns out that if you look at the lists of most successful people or wealthiest people in the U.S.,

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