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The Mad King

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Published on November 5th, 2023

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It’s time to unveil the journey behind The Mad King and reveal the face behind the name.

I intended to cloak myself in anonymity a while longer, savouring the freedom it granted.

Yet, the reception of my work, appreciated for its intrinsic value rather than the name attached, has been both humbling and exhilarating.

However, success, as they say, accelerates all plans.

My turning point came unexpectedly last month when an article I wrote about NVIDIA garnered significant attention, compelling NVIDIA’s CFO to respond to issues raised by an unknown author.

I realised then the fragility of my anonymity and saw the digital breadcrumbs leading to me. It wasn’t long before I decided to take control of my narrative.

Grant Williams suggested we record an interview, offering a platform for me to thoroughly explore and explain the various facets of my personal and professional life. I intend to share this video with you in a few days, but first I want to introduce my story with my own words.

My name is Remi Tetot; I’m one of Real Vision’s co-founders and former head of research at Global Macro Investor (GMI) under the mentorship of Raoul Pal.

My finance saga didn’t begin in an Ivy League university or a Wall Street firm but was sparked in a quaint Spanish fishing village where fate led me to Raoul.

As an IT specialist, I was a stranger to the finance world.

However, economics was a lingering passion from my school days. Raoul’s work with GMI fascinated me.

After voraciously reading a few GMI issues, I couldn’t help but comment on how the lackluster presentation didn’t match the premium content.

Little did I know, this observation would catapult me into a new career trajectory.

My blunt critique opened doors to revamping GMI’s identity, and soon I was knee-deep in financial data, charts, and narratives.

Despite my unconventional entry and initial self-doubt due to my lack of formal finance education, I discovered that my tech background uniquely positioned me to innovate in this new arena. I automated systems, enhanced visual presentations, and eventually found myself interpreting complex economic data.

This whirlwind phase was thrilling, and it was also a period of profound personal growth.

I faced the daunting challenge of reinventing myself professionally while grappling with the emotional intensity of plunging into unknown territories. The stakes were high, but so was the allure of creating something impactful. Producing content for the smartest minds was both scary and gratifying. Always pushing yourself constantly was a real driver for me.

Then came Real Vision, a venture born out of audacious belief and spirited conversations.

Transitioning from the safe harbours of known skills into the tumultuous waters of a start-up was both chaotic and invigorating. I was charting unknown lands once again, thriving on innovation and sheer determination.

However, life, with its usual unpredictability, ushered in challenges I hadn’t anticipated. Balancing burgeoning career responsibilities with my personal life, especially as a single father to a son who needed me, stretched me thin. I was proud of what I had built but recognised the need to step back from the intensity for my well-being.

It was amidst this personal turmoil that I stumbled into the world of cryptocurrencies.

The initial intrigue quickly turned into a rollercoaster of triumphs and hard lessons. 

My first successful foray, notably with Ethereum, was intoxicating, blurring the lines between calculated risks and emotional decisions.

I became entangled in the frenzy, and when losses hit, they weren’t just financial setbacks but deep, personal blows that shook my confidence.

Reflecting on those tumultuous times, I recognise how the echo chamber of collective euphoria and despair in the crypto community clouded my judgement.

I was chasing the high of winning rather than grounding myself in the analytical discipline I had cultivated over the years.

My departure from GMI and the public fallout from being vocal about my investment decisions brought on a period of introspection.

I reevaluated everything, confronting my mistakes and acknowledging the emotional toll they took. It was a humbling process, but necessary to rebuild my approach to finance and life.

What emerged from these trials was The Mad King. I chose to start anew, cloaked in anonymity, seeking redemption in the purity of unbiased content. I desired to return to the basics, where my work spoke for itself without the heavy shadow of past successes or failures.

Now, as I stand before you unveiled, I am more than the sum of my triumphs and failures. I’ve learned that while my journey was shaped by my professional achievements, it’s defined by the resilience, humility, and growth I’ve found along the way.

The Mad King represents not just a new venture but a renewed commitment to authenticity, analytical rigour, and the relentless pursuit of clarity amidst financial noise.

As I move forward, cautious yet hopeful, I steer clear of the cryptocurrency chaos that once consumed me.

However, I do plan to write a comprehensive analytical piece on Bitcoin at some point, drawing from lessons learned, but don’t expect anything  ExPonenTial from me ;)

The Mad King is a phoenix that has risen from the ashes of past mistakes, ready to forge a path of insightful, unbiased, and impactful content.

My passion for creating content has surpassed even my peak days at GMI. I’ve grown and matured since my beginnings, and with Grant’s guidance, I’ve found  the right voice to share my journey. It was the right moment to soar on my own.

For over a decade, I’ve crafted content that commanded a premium price for entities like hedge funds, family offices, and sovereign funds.

Now, with ‘The Mad King,’ I’m bringing that same calibre but at a more approachable price point

This shift is more than just a pricing decision; it’s a testament to my dedication to democratising financial information.

I aim to provide unmatched quality that’s thought provoking, valuable, timely and affordably accessible.

The journey will undoubtedly be fraught with challenges, but it’s a journey I now embark on with eyes wide open, guided by experience and a clearer understanding of my purpose.


The King is dead; long live The Mad King!

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Disclaimer: The content provided in this publication is exclusively for our subscribers’ use and is The Mad King’s intellectual property. Any sharing, reproduction, distribution, or publication of the information contained in this publication on social media platforms or any other medium is strictly prohibited without the express written consent of The Mad King. The content provided is for informational purposes only and does not constitute financial, investment, or any form of advice.

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“There is no great genius without some touch of madness.” — Aristotle

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A FEW WORDS FROM OUR SUBSCRIBERS

Subscriber
Financial Professional
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Well done for dancing so eloquently through the polarized opinions to actually get to the heart of the matter, and raise many uncomfortable issues.​
Subscriber
Private Investor
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A masterclass in the art of cycles. Absolutely love your work, including the titles and graphics. Glad Grant opened the door to the Kings Court.
Subscriber
Retired - CFA
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This is absolutely a fabulous overview of the existing and future cyber security problems we will all be facing sooner rather than later. ​
Subscriber
Financial Professional
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The amount of information you put in each posting has surprised me and shown me the value of your research and charting.
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Private Investor
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Original content combined with quality research ; thought provoking and useful for challenging the views I hold.
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Financial Professional
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Monthly updates are incredible. Thoughts are distilled into something easy to read and for the layman to understand. Greatly appreciate your work, Remi.
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Financial Professional
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TMK is neutral, agnostic advice, based on the business cycle and GMI. To Remi, I’m so glad you revealed your identity, because knowing you’ve tuned your craft working with Raoul at GMI is priceless.
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Private Investor
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1. Experience with institutional research. Easy to digest newsletter with a good combo of charts and data. 2. Broad topics ranging from tech, crypto to traditional macro.
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Private Investor
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Your content provides me with many, MANY "ah, ha!!" moments that other content providers do not. Excellent content - well presented - and now you are starting to provide actionable intelligence by way of trade ideas, which is excellent!

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