How the Ex-Goldman CEO actually invests his own money

0:00The difference between somebody who's really, really good and somebody who can't make it is not that great.

0:17What are some of your biggest holdings?

0:18This is going to be controversial.

0:19I don't know who I'm going to upset, but you know, it's like...

0:22Are you trading every day?

0:23Yes.

0:23That's crazy.

0:24No, it's not.

0:25It's like taking a lot of discipline not to look at my screen while I'm talking to you.

0:28Right now.

0:28It's like that.

0:29So you're bullish on big tech.

0:31Anything else?

0:32It's been good to be bullish on big tech, and I'll stop being bullish on it when it stops going up.

0:37What did the people who couldn't outperform, what did the bottom half have in common?

0:41The bigger takeaway is that.

0:53The reason why it's interesting to talk to you is because I'm pretty good at building companies.

0:56You know, I built a company that was doing almost 20 million in revenue by the time I was 31, but I'm like, I don't know anything when it comes to investing.